ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 20% YoY growth to ₹403 Cr, 22% QoQ increase. |
|---|---|
| Margins | EBITDA margin at 11.2%, up 210 bps YoY; guidance 10%. |
| Demand visibility | Strong domestic tire demand; international replacement market remains positive. |
| Management confidence | Balanced; optimistic on long-term fundamentals despite near-term logistics and cost hurdles. |
Growth
Revenue grew 20% YoY to ₹403 Cr, led by 9% volume growth and improved pricing despite logistical headwinds.
Outlook
FY27 revenue guided at ₹1400-1600 Cr with 10% EBITDA margins and 10% volume growth.
Risks
Logistics disruptions, volatile gas prices, and potential demand contraction in the non-tire segment pose risks.
Last quarter's promises, checked
Delivered
- Guided 10% volume growth based on Q4 run rate → delivered 9% volume growth (= PARTIAL)
- Guided TDQ capex < ₹250 Cr → delivered trial production start (= BEAT)
- Guided double-digit volume growth target → delivered 9% volume growth (= PARTIAL)
Partly delivered
- Guided H1 FY28 completion for ₹130 Cr specialty facility → delivered ongoing investment (= PARTIAL)
Missed
- Guided EBITDA improvement by 150 bps from FY26 base (7.7%) → delivered 11.2% (= BEAT)
Earnings Call Transcript filed with BSE, NSE: NOCIL. Summary written with AI assistance from the document.
NOCIL Ltd: key numbers
- Share price
- ₹143.81
- Market cap
- ₹2,402 Cr
- Revenue (annual)
- ₹1,303 Cr
- Net profit (annual)
- ₹55.63 Cr
- P/E (TTM)
- 30.8×Sector 35.5×
- Promoter holding
- 33.76%+0.00% QoQ
- FII holding
- 5.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NOCIL Ltd
All →NOCIL Employee Stock Options
NOCIL allotted 18,150 equity shares to senior management on exercising 2017 stock options at Rs 84.05 each. Paid-up capital rises to Rs 167.04 Crore.
NOCIL Earnings Call Transcript: Key Takeaways
NOCIL reported strong revenue growth driven by realizations, but volume contraction and rising input costs are squeezing margins.
- Call
- Guides 10% growth
NOCIL Investor Presentation: Key Takeaways
Q2FY27 revenue ₹427 Cr (+33% YoY), PAT ₹24 Cr (+98%), EBITDA margin 8.4%. Strategy: China+1 sourcing shift, ₹250 Cr Dahej TDQ expansion, integrated speciality rubber chemicals project.
NOCIL Q2 FY27 Results: Net Profit ₹24.1 Cr, Up 99.2% YoY
NOCIL Ltd reported revenue from operations of ₹426.9 Cr (+33.2% YoY) and net profit of ₹24.1 Cr (+99.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹24.1 Cr · +99.2% YoY
NOCIL Other Announcement
NOCIL Ltd submitted the Compliance Certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended 30th September, 2026.
NOCIL Board Meeting Date
NOCIL Limited's board will meet on October 29, 2026, to approve un-audited financial results for the quarter ended September 30, 2026. This is a prior intimation of a future board meeting.