NOCIL Limited has informed the Exchange about Investor Presentation
NOCIL · price
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NOCIL Limited, India's largest rubber chemicals manufacturer and part of the Arvind Mafatlal Group, filed its Q1 FY26 (quarter ended June 30, 2025) investor presentation with the exchanges. Revenue came in at Rs. 336 Cr, down 1% quarter-on-quarter and 10% year-on-year, while operating EBITDA fell 26% YoY to Rs. 31 Cr, with EBITDA margins compressing to 9.1% from 11.0% in Q1 FY25. Net profit declined 36% YoY to Rs. 17 Cr as dumping pressure in the domestic market and challenging conditions continued to weigh on pricing. Management highlighted that the Rs. 250 Cr Dahej brownfield expansion for the TDQ antioxidant portfolio is on track, and export volumes are showing moderate growth, supported by the global 'China+1' sourcing shift.
Weak Q1 numbers and margin pressure from import dumping are near-term negatives, but the Dahej capacity expansion and export-driven 'China+1' demand provide a constructive longer-term growth story, making the stock a mixed play for investors.