Investors Presentation Q4 & FY26
NGLFINE · price
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NGL Fine-Chem reported strong Q4FY26 performance with revenue of ₹149.23 crore, up 57% Y-o-Y, driven by volume growth across all product portfolios and geographic markets. FY26 full-year revenue reached ₹500.95 crore, a 36% increase. EBITDA margin contracted to 14.35% in Q4 from 17.50% in Q3 due to rising freight costs, raw material prices, and forex mark-to-market provisions under fixed-price contracts. Phase II capex has been delayed to early Q2FY27 (from Q1FY27) due to gas and labor shortages. Total capex of ₹210 crore planned with ₹182.75 crore invested so far. Management has secured partial price pass-through to customers and expects margins to recover going forward. The company remains on track to commence commercial production from H2FY27.
The stock should benefit from strong revenue growth and margin recovery prospects, though investors may be cautious about the capex delay and ongoing margin pressures from input costs.