NOCILNSENOCIL Limited· Chemicals - SpecialityMediumNeutral
Announced Thu, 7 May · 21:00 IST

NOCIL Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

NOCIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-9.3%1-day move
₹188.00
prior close
₹184.17
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1-1.1-1.7-2.0-9.3-10.7-10.6-11.2-12.2-9.3-13.5-17.4-7.3
Up moveDown movePending
AI summary

NOCIL Limited reported Q4FY26 revenue of Rs. 330 crore (up 5% QoQ but down 6% YoY), with FY26 full-year revenue at Rs. 1,303 crore vs Rs. 1,393 crore in FY25. Operating EBITDA margin compressed significantly to 7.7% in FY26 from 9.9% in FY25, and further to 6.4% in Q4FY26. Net profit fell 46% YoY to Rs. 56 crore for FY26. Volume grew 12% in H2FY26, offsetting a 5% H1 de-growth for overall 3% growth. The company highlighted continued dumping pressure and pricing challenges in the domestic market, though export volumes showed single-digit growth. The Rs. 250 crore Dahej brownfield expansion is in trial production phase with customer validation underway. Cash flow from operations was strong at Rs. 252 crore, driven by working capital reduction through streamlined inventory holding.

Likely market impact

NOCIL faces margin pressure from dumping and pricing headwinds in its core rubber chemicals business, offset partially by volume recovery. The Dahej expansion and working capital gains support the balance sheet, but profitability declined sharply in FY26.