NOCIL Limited has informed the Exchange about Transcript
NOCIL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
NOCIL reported Q4 FY '26 revenue of Rs.330 crores with 5% sequential volume growth, reaching a volume index of 150 — the second-highest in company history. Full-year FY '26 revenue stood at Rs.1,303 crores vs Rs.1,393 crores in FY '25, with operating EBITDA at Rs.101 crores (7.7% margin) vs Rs.137 crores (9.8%) in the prior year. The TDQ capex at Dahej (under Rs.250 crores) has been completed with trial production underway, and another Rs.130 crores capex for specialty rubber chemicals is expected by H1'FY28. Management flagged margin pressure from raw material cost inflation, gas price hikes, and import dumping, and raised prices for non-contractual customers in late March. DGTR issued positive final findings for antidumping duty on TDQ and Sulphenamides, pending government approval expected around mid-June.
Margins remain under pressure at 6.4% in Q4, but management expects sequential improvement going forward as price hikes take effect and Dahej capacity ramps up. The antidumping duty, if approved, could provide pricing relief across ~40% of revenue.