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Neogen Chemicals (NEOGEN) investor relations material

Neogen Chemicals Q1 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 25/26 earnings summary4 Aug, 2025

Executive summary

  • Q1 FY26 showed resilience despite Dahej/Zahed plant outage from fire, with volume growth in core business and initial battery chemical sales from Neogen Ionics.

  • Recovery from the fire is progressing, with insurance claims received and plant reconstruction on track; greenfield facility at Pakhajan advancing.

  • Leadership transition: Chairman to retire September 2025, succession plan in place, and board/committee reconstitution effective October 2025.

  • Board approved unaudited financial results for Q1 FY26 and scheduled the 36th AGM for September 26, 2025.

Financial highlights

  • Q1 FY26 consolidated revenue reached INR 186.7 crore, up 4% year-over-year; standalone revenue at INR 184.6 crore.

  • Organic revenue grew to INR 165 crore; inorganic revenue at INR 22 crore.

  • EBITDA rose 2% year-over-year to INR 31.5 crore; consolidated EBITDA margin at 16.9%.

  • Consolidated PAT was INR 10.3 crore; standalone PAT at INR 14.23 crore.

  • EPS (consolidated) at INR 3.89; standalone EPS at INR 5.40.

Outlook and guidance

  • Near-term revenue guidance adjusted for operational realities, but long-term growth trajectory remains robust.

  • Base business guidance maintained at INR 825–875 crore for FY26.

  • Battery chemicals ramp-up expected mainly in H2, with strong visibility for electrolyte and salt sales.

  • Board approved raising up to INR 200 crore via NCDs for funding needs.

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Frequently asked questions

Neogen Chemicals Limited is an Indian company engaged in the production of specialty chemicals. It manufactures bromine-based compounds, lithium salts, and Grignard reagents used in pharmaceuticals, agrochemicals, engineering, and electronics. The company supports both domestic and international markets through custom synthesis and contract manufacturing. It is headquartered in Mumbai, India, and its shares are listed on the NSE.

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