NEOGENBSENeogen Chemicals LtdHighPositive
Announced Sat, 16 May · 21:05 IST

Approval of Audited financial results, recommendation of Final Dividend, Amendment to the code for prevention of insider trading in the securities of the Company and Details of outstanding ....

Emphasis Of MatterExceptional ItemNegative Operating CashflowRelated Party TransactionsResults View source PDF

NEOGEN · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-5.1%1-day move
₹1665.00
prior close
₹1690.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.6-0.7-0.7-0.6-5.1+1.0+1.5+0.9+6.0+6.9+16.5+16.0+30.3
Up moveDown movePending
AI summary

Neogen Chemicals reported FY2026 standalone revenue of Rs. 855.49 Crore, up 10.6% from Rs. 773.65 Crore in FY2025. However, PAT declined 3% to Rs. 46.96 Crore versus Rs. 48.41 Crore in the prior year. The auditor issued an unmodified (clean) opinion but included an Emphasis of Matter regarding the March 2025 fire incident at Dahej SEZ plant, where a Rs. 348.16 Crore loss was recognized net of Rs. 334.60 Crore insurance claim (Rs. 13.56 Crore net exceptional item). Insurance claims of Rs. 147.05 Crore have been received so far, with Rs. 188.96 Crore still outstanding. Operating cash flow turned negative at Rs. 99.20 Crore (vs positive Rs. 198.76 Crore in FY2025) due to significant working capital pressures including Rs. 245.44 Crore increase in inventories. The Board recommended a dividend of Rs. 1 per share. Subsidiary Neogen Ionics revised its Dahej and Pakhajan project cost upward to Rs. 1,795 Crore due to technology change and higher localization, with commercial operations targeted by early 2027.

Likely market impact

The company delivered modest revenue growth but faced PAT decline and negative operating cash flow, raising concerns about working capital management. The fire incident's insurance claim recovery remains pending, creating contingent liability risk. Despite these headwinds, the clean audit opinion and promoter group equity infusion provide some comfort to shareholders.