Neogen Q3 FY26: revenue up 9%, PAT drops 63% on fire costs

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NEOGEN · price

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Price reactionminutes from the announcement price · days from the prior close

-0.7%Reaction day

₹1295.00

prior close

₹1275.00

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.5%-0.2% vs market

Specialty Chemicals peers, median of 86sector-0.8%+0.1% vs sector

On the reaction day the stock moved 0.2 pts less than Nifty Microcap 250 and 0.1 pts more than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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15m

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30m

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Sessions after the filingfrom the prior close

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Reaction day

-0.7-0.5-0.2-0.8+0.1

Next day

-1.7-2.0+0.3-2.0+0.3

-1.1-2.7+1.5-3.4+2.3

+0.4-1.7+2.1-3.1+3.5

+2.3-1.4+3.8-2.9+5.2

+3.9-2.8+6.7-3.6+7.5

+7.0-2.8+9.9-4.3+11.3

15d

+2.4-8.4+10.8-10.2+12.5

+11.7-9.1+20.8-9.6+21.3

+6.5-4.0+10.5-6.5+13.0

+26.6+2.6+24.0+1.5+25.1

UpDownMarket · Nifty Microcap 250Sector · Specialty Chemicals peers, median of 86Pending

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AI summary

Neogen Q3 FY26: consolidated revenue up 9% YoY at INR 220 crore, driven by volume growth. EBITDA up 8% to INR 32 crore, but PAT fell 63% to INR 4 crore on higher finance costs, post-fire expenses, and Neogen Ionics pre-operative spends. Standalone PAT up 39% to INR 9 crore. Board approved INR 150 crore preferential issue to promoters. Neogen Ionics signed JV with Japan's Morita for solid LiPF6 salt. Fire insurance: INR 83 crore received, net claim INR 251 crore.

Likely market impact

Mixed quarter - topline growth steady, bottom line hit by one-off fire and expansion costs. Promoter fundraise signals confidence.