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NOCIL

Q4 FY26Chemicals & Petrochemicals

NOCIL Q4 FY26 Results & Concall Highlights: Capex ₹130 Cr

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹162
Market cap₹2.8K Cr
P/E40.1
Updated25 Aug 2026
Read4 min read

The short version

NOCIL targets double-digit volume growth for FY '27 and FY '28. NOCIL targets double-digit volume growth for FY '27 and FY '28.

From NOCIL's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

  • NOCIL targets double-digit volume growth for FY '27 and FY '28. (Page 18)
  • Volume growth momentum picked up in H2 FY '26, expected to continue into FY '27. (Page 6)
  • New plant expansions and customer approvals anticipated to drive volume increase, with material capacity utilization improvements expected 6-8 months post-sample submission. (Page 14)
  • New products are in a pickup phase in FY '27; meaningful volume contribution expected gradually toward year-end. (Page 14)
  • Export volumes, especially in the USA market, are recovering post-duty adjustments, supporting growth. (Page 14)
  • Domestic market demand growth expected to be around 7%, supported by tyre industry growth, with cautious supply chain management. (Page 16)
  • Growth expected to be supported by product mix improvements, cost efficiencies, and geographical expansion. (Pages 16 & 17)

Profitability & Margins

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

Capital Expenditure Plans

  • Rs.130 crores capex focused largely on specialty segment, expected to be commissioned by FY '28, aiming to increase specialty product mix from ~15% to 20%. (Page 17)
  • Rs.250 crores capex at Dahej for incremental capacity expansion, increasing capacity by roughly 20%, targeting merchant sales. (Page 8 & 17)
  • The Rs.130 crores capex includes some intermediates and is largely for captive consumption, with part allocated to finished goods. (Page 8)
  • Capex largely internally funded through working capital efficiency without current debt borrowing, with bank lines available if needed at repo-linked rates. (Page 18)
  • New facility in specialty chemicals at Dahej expected to be ready by H1 FY '28, part of integrated expansion strategy. (Page 4)
  • Focus on brownfield expansion with new capacities, not just debottlenecking. (Page 8)

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Ranked on what management guided this quarter

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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

See what NOCIL said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript provided does not explicitly mention details about the current or expected order book or pending orders for NOCIL Limited as of May 8, 2026. The discussion primarily focuses on: - Volume growth targets for FY '27 and FY '28 at double-digit levels. - Capacity expansions and related capex projects at Dahej. - Market conditions, pricing, import dynamics, antidumping duties, and supply chain issues. - Operational metrics like volumes achieved, margins, and financial performance. - No specific mention or data on order backlog or pending order status is available in the given pages. Hence, no concrete information on current or expected order book or pending orders can be provided from the transcript.

NOCIL — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹330 Cr, net profit ₹17 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 Q4 FY26 results?

NOCIL targets double-digit volume growth for FY '27 and FY '28. NOCIL targets double-digit volume growth for FY '27 and FY '28.

What is NOCIL share price analysis?

NOCIL currently shows a neutral. The stock trades at a P/E of 40.1 with a market cap of ₹2,790 Cr. Investors should review the full earnings analysis for detailed insights.

Is NOCIL planning capital expenditure?

Rs.130 crores capex focused largely on specialty segment, expected to be commissioned by FY '28, aiming to increase specialty product mix from ~15% to 20%.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.