Neogen Chemicals earnings calls.
Other · 3 quarters tracked · source-linked performance, management guidance and promise context.
Latest revenue
₹250 Cr
verified financial record
Quarters tracked
3
source records in the directory
Delivery assessment
0
Across 7 tracked commitments: 0 delivered, 7 missed.
Call date
Pending
latest available source date
Signal trajectory
3 actual quartersCurrent read
0/100
Across 7 tracked commitments: 0 delivered, 7 missed.
Latest source read
What changed this quarter?
Neogen Chemicals reported Q3 FY26 revenue of 220 crore (9% YoY) with EBITDA at 32 crore and PAT of 4 crore, pressured by transient headwinds. Gross profit grew 13% YoY with ~150bps margin expansion, but EBITDA was impacted by Neoen Ionics ramp-up costs, Dahej fire incident toll manufacturing expenses, and higher finance costs from plant reconstruction. Insurance claims received stood at 83.48 crore (9M FY26), with net claim receivable at 251.12 crore. The strategic Indo-Japan JV with Morita (80:20 split, $20M investment) for LiPF6 salt production is progressing, integrating Japanese technology for non-China-compliant supply chains. The Patanjali greenfield project remains on track for H1 FY27 (electrolyte) and H2 FY27 (salt) commercialization, synchronized with India's ACC battery rollout. 400-500 crore battery chemicals revenue guidance for FY27 is maintained. Risks include customer approval delays beyond June for Dahej site audits, working capital deterioration (higher inventory/receivables), and dependency on successful Patanjali commissioning.
Colored figures compare against the previous available record. Hover or focus one for the comparison.
Signal
Positive
Revenue
₹250 Cr
Source date
Pending
Across the record
Quarter history.
History modules