Neogen Chemicals Ltd
Neogen Chemicals Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #21 of 68 in Chemicals & Petrochemicals
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Neogen Chemicals Ltd Q1 FY27 key numbers
- Revenue
- Battery chemicals business anticipated to reach INR 300 crore revenue in FY27, mainly from salts (~INR 200 crore) and electrolyte (~INR 100 crore).
As stated in Neogen Chemicals Ltd's Q1 FY27 earnings call transcript · published 25 Aug 2026. Reported figures, not investment advice.
The short version
Base business revenue expected to cross INR 1,000 crore in FY27 with 10-15% growth projected for FY28, targeting INR 1,100-1,200 crore. Revenue Growth: Base business expected to grow from INR 950-1,050 crore in FY27 to INR 1,100-1,200 crore in FY28, with 10-15% increase focused on stabilizing and optimizing operations.
From Neogen Chemicals Ltd's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Base business revenue expected to cross INR 1,000 crore in FY27 with 10-15% growth projected for FY28, targeting INR 1,100-1,200 crore.
- Optimization focus in FY28 on margins, working capital, and product mix, emphasizing larger volume molecules to improve efficiency.
- Battery chemicals business anticipated to reach INR 300 crore revenue in FY27, mainly from salts (~INR 200 crore) and electrolyte (~INR 100 crore).
- FY28 battery chemicals revenue expected to exceed INR 1,000 crore with 70-80% salt utilization and 30-50% electrolyte utilization.
- By FY29, full capacity utilization is targeted for both base and battery businesses, potentially generating INR 2,400-2,900 crore revenue from local electrolyte and international salt business.
2 more points from Neogen Chemicals Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Neogen Ionics battery chemical CAPEX planned at INR 1,800 crore, with INR 1,300 crore already spent; remaining INR 500 crore expected by FY27 end.
- Incremental CAPEX partly debt-funded and partly equity from Morita (around INR 40-50 crore equity remaining).
- Additional CAPEX for salt and additive capacities planned: 2,000-ton salt capacity at Pakhajan and 500-ton additive capacity at Dahej, requiring ~15 months to build plus approvals.
- Potential capacity ramp-up in organo-lithium segment with minor CAPEX (<INR 15 crore) expected in second half of current year after Board approval.
- Future CSM business capacity expansion possible from FY29-FY30, post clarity on Dahej plant performance.
2 more points from Neogen Chemicals Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The salt business for the current year is backed by long-term formula-based pricing contracts linked to lithium carbonate pricing, with firm orders already in place.
- All four global customers have audited and approved Neogen's facility.
- Customers are expected to start purchasing gradually in Q2 and Q3 FY27, with full supply from Neogen expected towards the end of Q3 and into Q4.
2 more points from Neogen Chemicals Ltd's call on order book
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What the Q1 FY27 call signalled
3 of 4 strong
Neogen Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹296 Cr, net profit ₹8 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Neogen Chemicals's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Neogen Chemicals Ltd Q1 FY27 results?
Base business revenue expected to cross INR 1,000 crore in FY27 with 10-15% growth projected for FY28, targeting INR 1,100-1,200 crore. Revenue Growth: Base business expected to grow from INR 950-1,050 crore in FY27 to INR 1,100-1,200 crore in FY28, with 10-15% increase focused on stabilizing and optimizing operations.
What is Neogen Chemicals Ltd share price analysis?
Neogen Chemicals Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 209.9 with a market cap of ₹7,464 Cr. Investors should review the full earnings analysis for detailed insights.
Is Neogen Chemicals Ltd planning capital expenditure?
Neogen Ionics battery chemical CAPEX planned at INR 1,800 crore, with INR 1,300 crore already spent; remaining INR 500 crore expected by FY27 end.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.