Neogen Chemicals Ltd
Neogen Chemicals Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 standalone (non-battery) revenue guidance: INR 875 to 950 crore; aiming to achieve up to INR 1,000 crore with organolithium/lithium sales growth. Revenue at Neogen is expected to grow significantly, targeting INR 3,700 to INR 4,200 crore consolidated revenue by FY29, including battery materials and existing business lines.
From Neogen Chemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 standalone (non-battery) revenue guidance: INR 875 to 950 crore; aiming to achieve up to INR 1,000 crore with organolithium/lithium sales growth.
- FY28 Neogen full utilization target: INR 1,100+ crore revenue from existing business with optimization.
- FY29 revenue projections:
- Neogen business: INR 1,200 to 1,400 crore, conservatively INR 1,200-1,250 crore.
- Battery chemicals (Neogen Ionics): INR 2,500 to 2,900 crore.
- Consolidated revenue expected: INR 3,700 to 4,200 crore, potentially higher with additional salt capacity investments.
- Electrolyte and salt capacity at Pakhajan site can scale up to 3x current 30 GWh to meet future demand.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Neogen Chemicals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Additional investment expected in FY28 to increase salt capacity due to rising local and international electrolyte salt demand.
- Potential further investments to expand organolithium, semiconductor-related, flavor & fragrance, and higher CSM needs.
- Brownfield expansions planned at organolithium, Dahej, and Baroda sites targeting INR 4,000 to INR 5,000 crore revenue capacity.
- Pakhajan facility capacity can be expanded up to 3x current 30 GWh electrolyte & salt capacity over five years depending on demand.
- Revised project timeline for Pakhajan Phase 2 set for March 2027; includes electrolyte formulation and salted intermediate capacity.
- Existing CAPEX funded through INR 160 crore equity from promoters plus $20 million from JV partner.
2 more points management made on capital expenditure plans
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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
See what Neogen Chemicals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Neogen Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹247 Cr, net profit ₹11 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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Frequently Asked Questions
What were Neogen Chemicals Ltd Q4 FY26 results?
FY27 standalone (non-battery) revenue guidance: INR 875 to 950 crore; aiming to achieve up to INR 1,000 crore with organolithium/lithium sales growth. Revenue at Neogen is expected to grow significantly, targeting INR 3,700 to INR 4,200 crore consolidated revenue by FY29, including battery materials and existing business lines.
What is Neogen Chemicals Ltd share price analysis?
Neogen Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 155.0 with a market cap of ₹5,511 Cr. Investors should review the full earnings analysis for detailed insights.
Is Neogen Chemicals Ltd planning capital expenditure?
Additional investment expected in FY28 to increase salt capacity due to rising local and international electrolyte salt demand.
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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.