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NOCIL Ltd

Q3 FY26Chemicals & Petrochemicals

NOCIL Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹167
Market cap₹2.7K Cr
P/E38.8
Updated23 Aug 2026
Read4 min read

The short version

Domestic volumes showed high single-digit growth in Q3 FY '26, driven by improved demand (GST 2.0). - Overall volume growth for FY '26 is expected at 3%-4%, despite a 5% degrowth in H1 FY '26. - Export volumes faced temporary decline due to seasonal effects and U.S. Volume Growth: Expected 3-4% volume growth for FY '26 despite H1 degrowth; high single-digit domestic volume growth in Q3 FY '26; double-digit export volume growth anticipated for FY '27.

From NOCIL Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Domestic volumes showed high single-digit growth in Q3 FY '26, driven by improved demand (GST 2.0).
  • Overall volume growth for FY '26 is expected at 3%-4%, despite a 5% degrowth in H1 FY '26.
  • Export volumes faced temporary decline due to seasonal effects and U.S. tariffs but expected to recover with revised U.S. tariff structures.
  • Double-digit volume growth is anticipated in FY '27, primarily from base capacity ramp-up; contributions from new TDQ capacity will be moderate initially.
  • Newer products are expected to contribute 10%-12% of overall volumes once commercialized.

2 more points from NOCIL Ltd's call on revenue

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Profitability & Margins

See what NOCIL Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • NOCIL is expanding its antioxidant capacity with the new TDQ facility at Dahej, expected to increase overall capacity by about 20%.
  • Production trials for the TDQ facility are planned during the first half of calendar year 2026, with a slower ramp-up in FY '27 and faster growth expected in FY '28 and FY '29 after approvals.
  • The company anticipates that the new products in the pipeline, including those related to TDQ, will contribute around 10-12% of the current volume once commercialized and ramped up.
  • Operational efficiency initiatives and cost-saving measures are ongoing, aimed at improving margins and supporting growth.

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

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2Yasho Industries Ltd
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3
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4
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5
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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

From the discussion, the following points are noted that might indirectly relate to future demand and order intake: - FY '27 is expected to see growth in volumes, both domestically and internationally, supported by trade agreements with the U.S. and EU. - Export volume growth is anticipated to return to double digits in FY '27 after some decline in FY '26.

2 more points from NOCIL Ltd's call on order book

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NOCIL Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹427 Cr, net profit ₹24 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What NOCIL Ltd's management said in earlier quarters

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Frequently Asked Questions

What were NOCIL Ltd Q3 FY26 results?

Domestic volumes showed high single-digit growth in Q3 FY '26, driven by improved demand (GST 2.0). - Overall volume growth for FY '26 is expected at 3%-4%, despite a 5% degrowth in H1 FY '26. - Export volumes faced temporary decline due to seasonal effects and U.S. Volume Growth: Expected 3-4% volume growth for FY '26 despite H1 degrowth; high single-digit domestic volume growth in Q3 FY '26; double-digit export volume growth anticipated for FY '27.

What is NOCIL Ltd share price analysis?

NOCIL Ltd currently shows a neutral. The stock trades at a P/E of 38.8 with a market cap of ₹2,696 Cr. Investors should review the full earnings analysis for detailed insights.

Is NOCIL Ltd planning capital expenditure?

NOCIL is expanding its antioxidant capacity with the new TDQ facility at Dahej, expected to increase overall capacity by about 20%.

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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.