Monday, 2 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

Neogen Chemicals Investor Presentation: Key Takeaways

Q2 FY27 consolidated revenue INR 296 Cr (+42%), EBITDA INR 45 Cr (+51%), PAT INR 8 Cr (+144%). Battery Chemicals revenue INR 37 Cr; Organolithium capacity expansion approved.

Highlights
Revenue growthConsolidated +42% YoY; standalone +39% YoY.
MarginsConsolidated EBITDA margin 15.3% (+95 bps); standalone 18.6%.
Demand visibilitySubstantial scale-up expected Q4 FY27; US electrolyte sourcing shift.
Management confidenceUpbeat; says full-year consolidated guidance on track.

Growth

Consolidated revenue +42% to INR 296 Cr; EBITDA +51% to INR 45 Cr; PAT +144% to INR 8 Cr.

Outlook

Organolithium expansion, Patancheru 300 to 600 MTPA (INR 45 Cr). Neogen Ionics projects INR 1,795 Cr, completion Feb-Mar 2027.

Risks

Middle East conflicts, supply-chain friction, feedstock inflation; Dahej plant outage; higher interest and depreciation from capex.

Last quarter's promises, checked

Delivered

  • Net debt INR 1,000–1,500 Cr → INR 1,095 Cr (= BEAT)
  • Intl approvals 4 → 5 (= BEAT)
  • Standalone EBITDA 18%±1.5 → 18.6% (= BEAT)

Partly delivered

  • Electrolyte commissioning H1 → trial runs only (= PARTIAL)
  • Supply to 4 approved customers → 2 (= PARTIAL)
  • Battery FY27 INR 300 Cr → Q2 INR 37 Cr (= PARTIAL)

Missed

  • Organolithium capex <INR 15 Cr → INR 45 Cr for 600 MTPA (= MISS)
  • Dahej commercial start Q2 → outage flagged (= MISS)
  • Operating leverage improve → fixed-cost absorption NIL (= MISS)
Source

Investor Presentation filed with BSE, NSE: NEOGEN. Summary written with AI assistance from the document.

Read the document ↗

Neogen Chemicals Ltd: key numbers

Share price
₹2,171.40
Market cap
₹6,523 Cr
Revenue (annual)
₹862.0 Cr
Net profit (annual)
₹28.75 Cr
P/E (TTM)
183.4×Sector 34.1×
Promoter holding
48.31%-4.70% QoQ
FII holding
4.13%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Neogen Chemicals Ltd

All →