Neogen Chemicals

Neogen Chemicals (NEOGEN) investor relations material

Neogen Chemicals Q4 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.

Q4 25/26 earnings summary18 May, 2026

Executive summary

Q4 FY 2026 delivered strong growth with consolidated revenue up 22% YoY to INR 247 crore and FY 2026 revenue up 11% to INR 862 crore, driven by high plant utilization and robust demand in pharma, flavors, fragrance, and specialty applications.
Maintained resilience despite industry headwinds, including overcapacity, supply chain disruptions, and elevated input costs due to geopolitical tensions.
Battery chemicals (Neogen Ionics) contributed INR 13 crore in Q4 and INR 36 crore in FY 2026, maintaining consistent performance.
Board recommended a final dividend of INR 1 per equity share for FY 2026, subject to shareholder approval.
Audited standalone and consolidated financial results for FY 2026 were approved with an unmodified audit opinion from statutory auditors.

Financial highlights

Q4 FY 2026 consolidated revenue: INR 247 crore (+22% YoY); EBITDA: INR 44 crore (+21% YoY); EBITDA margin: 17.8%.
FY 2026 consolidated revenue: INR 862 crore (+11% YoY); EBITDA: INR 137 crore; PAT: INR 29 crore.
Standalone net profit for FY 2026 was INR 46.96 crore; consolidated net profit was INR 28.75 crore.
Total debt at FY 2026: INR 1,330 crore; net debt: INR 1,295 crore.
Net cash from operating activities turned positive in H2 FY 2026 (INR 14.6 crore) after an outflow in H1.

Outlook and guidance

Standalone revenue guidance for FY 2027: INR 875–950 crore (excluding battery business), reflecting Dahej plant ramp-up.
Battery chemicals (Neogen Ionics) revenue guidance for FY 2027: INR 300 crore+, with majority in H2 as new capacities come online.
FY 2028 target: INR 1,100 crore+ standalone revenue; FY 2029 consolidated revenue projected at INR 3,700–4,200 crore, driven by battery and core businesses.
Commissioning of the replacement Dahej plant expected by June 2026; Pakhajan greenfield battery materials facility to be operational in FY 2027.
Battery chemicals business to ramp up with commercial manufacturing of electrolytes in H1 FY 2027 and electrolyte salts in H2 FY 2027.

Status of the Dahej fire insurance claim recovery

Terms of the Rs 161 crore preferential allotment

Investment status in Neogen Ionics Limited

Explain the INR 1,795 cr battery capex revision

Update on US electrolyte audits and FEOC impact

Status of insurance recovery and Dahej rebuild

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