NGL Fine-Chem Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NGL Fine-Chem’s Q4 revenue rose 6.6% QoQ to INR95Cr but fell 4.8% YoY; FY25 revenue grew 8.7% to INR368Cr. Q4 EBITDA improved 24% QoQ to INR6.3Cr (6.7% margin) but dropped 60% YoY due to competition and cost pressures. PAT was INR0.5Cr in Q4, down 49% YoY; FY25 PAT stood at INR21Cr. Phase 1 of a INR160Cr capex (clean room) is complete; Phase 2 is targeted by Q3 FY26. EU and US regulatory filings are in process with sales from FY27-FY28, led by veterinary APIs. Management is focused on cost optimization and expanding regulated and companion animal markets to improve margins amid ongoing pricing pressure.