Company profile / NEOGEN

Neogen Chemicals earnings calls.

Other · 3 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
PositiveCredibility 0/100Latest record q1-fy27

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 quarters
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q1 FY26: 31.5 · Watch source sentimentQ1 FY26Q3 FY26: 32 · Watch source sentiment · 2026-02-14Q3 FY26Q1 FY27: 48.2 · Positive source sentimentQ1 FY2748.231.5
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 7 tracked commitments: 0 delivered, 7 missed.

Latest source read

What changed this quarter?

Open quarter read

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.

3 source records

History modules

Follow the numbers and themes.