NGL Fine-Chem Limited has informed the Exchange about Investor Presentation
NGLFINE · price
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NGL Fine-Chem reported strong Q4FY26 performance with revenue of ₹149.23 crore, up 57% year-on-year, driven by volume expansion across the entire product portfolio and geographic markets. This marks the third consecutive quarter of robust volume growth. For full year FY26, revenue grew 36% to ₹500.95 crore and EBITDA rose 115% to ₹72.69 crore. However, Q4 EBITDA margin contracted 315 basis points sequentially to 14.35% due to higher freight costs and raw material prices under fixed-price contracts, plus forex-related mark-to-market provisions. Phase II capex has been delayed to early Q2FY27 (from Q1FY27) due to gas and labour shortages but remains on track for commercial production from H2FY27. Management successfully began partial price pass-through to customers and expects margins to recover going forward.
The company is back on a growth trajectory after three challenging years with strong volume momentum offsetting near-term margin pressure from cost escalations. Shareholders can expect gradual margin improvement as price pass-through takes effect and Phase II capex comes online.