NOCIL Limited has informed the Exchange about Transcript
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NOCIL filed the transcript of its Q1 FY'26 earnings call held on August 8, 2025. Revenue from operations stood flat sequentially at Rs. 336 crore (vs Rs. 340 crore in Q4 FY'25), with EBITDA at Rs. 31 crore and EBITDA margin of 9.1%. PAT came in at Rs. 17 crore vs Rs. 21 crore in the previous quarter. Export volumes grew 3-3.5% but domestic markets continued to face dumping pressure, partly offset by ongoing antidumping investigations covering about 40% of revenue. Management reaffirmed its long-term target of 10% global market share in rubber chemicals and 10% performance CAGR, while capacity utilization stood at 65-67% and Rs. 250 crore capex is 30% complete with trial production expected in H1 FY'27.
Margins are under pressure (down from 14% in FY'24 to 10% in FY'25) due to dumping and weak domestic demand, but the antidumping outcome and export ramp-up from new customer approvals remain key near-term catalysts for shareholders. The stock could see sentiment swings around the antidumping decision and commissioning of the new Dahej facility.