NGL Fine Chem
NGL Fine Chem Q4 FY26: Capex ₹210 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
2 of 4 strong
The short version
Revenue growth has shown strong momentum with a 36% increase in FY26, driven by broad-based volume growth across products and geographies. - Volume growth is stable with demand recovery confirmed over the last three quarters, providing confidence for maintaining or improving current run rates. - New plant expansions are expected to add up to Rs. FY26 showed strong recovery with 36% revenue growth, 114% EBITDA increase, and 128% PAT growth. - Volume-led growth and capacity expansions are key growth drivers. - New plant Phase I is operational; Phase II commissioning expected early Q2 FY27, commercial production H2 FY27. - Partial price pass-through achieved; further margin improvement expected as commodity cost pressures stabilize. - EBITDA margin guidance remains 15%-18%; new regulated market segments could add 3%-5% margin premium. - Regulated market sales to start contributing meaningfully from FY28 onwards. - Peak revenue potential from new expansion estimated at Rs.
From NGL Fine Chem's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue growth has shown strong momentum with a 36% increase in FY26, driven by broad-based volume growth across products and geographies.
- Volume growth is stable with demand recovery confirmed over the last three quarters, providing confidence for maintaining or improving current run rates.
- New plant expansions are expected to add up to Rs. 350 crores in turnover over the next 3-4 years.
- Regulated market sales (Europe starting FY27, US from FY28) will contribute meaningfully from FY28 onwards, though peak contributions are still to be crystallized.
- The company aims to stabilize at a quarterly run rate of approx. Rs. 150 crore, with potential to exceed it over time.
- Continued addition of 9-10 new products annually supports diversified growth.
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Profitability & Margins
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Capital Expenditure Plans
- Total planned CAPEX for the ongoing expansion program is ₹210 crores, with ₹182.75 crores invested up to Q4 FY26.
- Phase II Greenfield expansion at Tarapur faced delays due to gas and labor shortages; commissioning rescheduled from Q1 FY27 to early Q2 FY27.
- Commercial production for Phase II is expected to start from H2 FY27, as previously guided.
- Post project completion, annual CAPEX is expected to be around ₹15-20 crores.
- No additional large-scale CAPEX currently planned beyond this expansion.
- Management is financing the cost increase internally, without additional borrowing.
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Top-ranked in Pharmaceuticals & Biotechnology
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
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NGL Fine Chem — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹145 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What NGL Fine Chem's management said in earlier quarters
- Q3 FY24 earnings call analysis →
- Q1 FY25 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q2 FY25 earnings call →
- Q4 FY24 earnings call →
- Q2 FY24 earnings call →
- Q4 FY23 earnings call →
- Q2 FY23 earnings call →
- Q1 FY23 earnings call →
- Q4 FY22 earnings call →
- Q3 FY22 earnings call →
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Frequently Asked Questions
What were NGL Fine Chem Q4 FY26 results?
Revenue growth has shown strong momentum with a 36% increase in FY26, driven by broad-based volume growth across products and geographies. - Volume growth is stable with demand recovery confirmed over the last three quarters, providing confidence for maintaining or improving current run rates. - New plant expansions are expected to add up to Rs. FY26 showed strong recovery with 36% revenue growth, 114% EBITDA increase, and 128% PAT growth. - Volume-led growth and capacity expansions are key growth drivers. - New plant Phase I is operational; Phase II commissioning expected early Q2 FY27, commercial production H2 FY27. - Partial price pass-through achieved; further margin improvement expected as commodity cost pressures stabilize. - EBITDA margin guidance remains 15%-18%; new regulated market segments could add 3%-5% margin premium. - Regulated market sales to start contributing meaningfully from FY28 onwards. - Peak revenue potential from new expansion estimated at Rs.
What is NGL Fine Chem share price analysis?
NGL Fine Chem currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 42.3 with a market cap of ₹2,135 Cr. Investors should review the full earnings analysis for detailed insights.
Is NGL Fine Chem planning capital expenditure?
Total planned CAPEX for the ongoing expansion program is ₹210 crores, with ₹182.75 crores invested up to Q4 FY26.
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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.