NOCIL Limited — Investor Meet, 23-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NOCIL has announced a board meeting on May 30, 2025, to consider the financial results for the quarter and half-year.

Q4FY25 revenue rose 7% QoQ to Rs. 340 Cr with 4% volume growth; FY25 revenue declined to Rs. 1,393 Cr from Rs. 1,445 Cr in FY24 despite 4% volume growth. Q4 EBITDA jumped to Rs. 34 Cr (10.1% margin) from Rs. 24 Cr, while annual EBITDA fell to Rs. 137 Cr (9.9%). PAT improved QoQ to Rs. 21 Cr but was down YoY at Rs. 103 Cr.

Management is investing Rs. 250 Cr to expand antioxidant capacity at Dahej using greener technology. Domestic volumes are flat due to import pressure, but exports show double-digit growth. Pricing remains pressured by imports despite antidumping actions covering ~40% of sales. The domestic tire sector outlook is positive, supported by infrastructure and exports. Focus remains on operational efficiency, R&D, innovation, and sustainability to enhance margins and competitiveness amid uncertain export tariffs.