NGL Fine-Chem Limited (524774) Earnings Call Transcripts

NGL Fine-Chem Limited's Latest Earnings Call - May 25, 2026

NGL Fine-Chem Limited reported a strong Q4 and FY '26, with revenues reaching INR 124.23 crores for the quarter, a 57% year-on-year increase, and INR 500.95 crores for the fiscal year, reflecting a 6% growth. EBITDA for Q4 was INR 21.41 crores, leading to a profit after tax of INR 13.49 crores, significantly up from INR 0.54 crores in Q4 FY '25. Management expressed confidence in continuing operational momentum and indicated that they expect EBITDA margins to stabilize between 15% and 18% going forward, despite external challenges such as rising raw material costs and geopolitical factors.

Reported metrics

Guidance from management

Management expects to maintain EBITDA margins between 15% and 18% and anticipates starting revenue generation from regulated markets in FY '27, with Europe contributing in the second half of FY '26.

What management said

Yes. So in Phase 1, you are right, we have put up a small volume section for doing the valuation matters. But we are also putting an intermediate plant in the Phase I. So production has gone up because the we were able to produce more intermediates over here. Plus, we have also increased our outsourcing. So with these 2 things, we have been able to get a good strong volume growth. And Phase 2 is a total of 5 cleanroo...

Yes. So we have already started filing our BMS, and we are in discussing with some customers and they have already started reverting our products. Samples have been sent across to them. They are running trials with those products. And they will file with our additional supplier. And once they file it configures the audit. So we do the Q then based on availability from the U.S. FDA team, the fuel the audit will get bi...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising raw material costs and geopolitical factors on margins. There were also questions about the timelines for FDA approvals and the potential for revenue growth from new capacities.

Main topics on the call

• Revenue Growth Acceleration — NGL Fine-Chem achieved a revenue of INR 124.23 crores in Q4 FY '26, up 57% YoY and 17% sequentially. Management noted, "This growth was primarily driven by higher volume across our product portfolio and geographies, supp...
• EBITDA Margin Expansion — The EBITDA margin for Q4 FY '26 expanded to 14.3%, an increase of 769 basis points YoY. Management stated, "We are confident of building on this performance in the coming quarters," indicating a positive outlook for marg...
• Capacity Expansion Progress — Phase 1 of the capacity expansion is contributing meaningfully, with management confirming that it is operational at 70-80% capacity. They noted, "The higher volumes during the quarter were comfortably absorbed with this...
• Geopolitical and Cost Challenges — Management acknowledged external challenges such as increased freight costs and raw material prices due to geopolitical developments. They mentioned, "These cost increases could not be passed on immediately to customers,...

Read the full NGL Fine-Chem Limited transcript (May 25, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 12 NGL Fine-Chem Limited earnings call transcripts on record, spanning June 10, 2021 to May 25, 2026. Based on this history, NGL Fine-Chem Limited reports semi-annually. The most recent call on file is dated May 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

524774

Exchange

BSE

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

12

First call

June 10, 2021

Most recent

May 25, 2026

Reporting cadence

semi-annually