Neogen Chemicals Limited has informed the Exchange about Presentation
NEOGEN · price
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Neogen Chemicals reported FY25 consolidated revenue of Rs. 778 crore, up 13% year-on-year, with EBITDA rising 24% to Rs. 136 crore. EBITDA margins expanded by 160 basis points to 17.5% on a consolidated basis, driven by operating leverage and cost optimization. However, consolidated PAT declined 2% to Rs. 35 crore due to a one-time exceptional charge of Rs. 14.08 crore from a fire incident at the Dahej plant in March 2025. The company revised its FY26 revenue guidance sharply lower to Rs. 775–850 crore (from Rs. 950–1,000 crore) citing the plant disruption. Management highlighted progress on the Neogen Ionics battery materials project, with Rs. 470 crore of the planned Rs. 1,500 crore capex already deployed in FY25 and the greenfield facility on track for commissioning by March 2026.
Short-term stock sentiment may be negative given the FY26 guidance cut, fire-related exceptional loss, and CRISIL placing the credit rating on Watch Developing. However, the margin expansion and strong growth in the battery materials pipeline offer a longer-term positive angle for investors.