NGL Fine-Chem Limited has informed the Exchange about Transcript

NGL Fine-Chem reported strong Q4 FY26 with revenue of ₹149.23 Cr (up 57% YoY) and EBITDA margins at 14.35%, expanding 769 bps. Full year FY26 revenue stood at ₹500.95 Cr (up 36%) with PAT of ₹48.13 Cr, more than doubling YoY. The company highlighted recovery after three challenging years with broad-based volume growth across products and geographies. Phase II expansion at Tarapur has been delayed to early Q2 FY27 (from Q1 FY27) due to gas and labour shortages, with commercial production expected from H2 FY27. Management has guided for EBITDA margins in the 15%-18% range going forward, with partial price pass-through already achieved in Q1 FY27. New plant (Phase 2) to generate ₹350-400 Cr revenue over 3-4 years. Europe sales expected to start in current year while US FDA audit timeline remains uncertain depending on customer filings and regulator schedule.