Neogen Chemicals Limited — Investor Meet, 02-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Neogen Chemicals reported Q1 FY26 consolidated revenue of ₹186.7 Cr (+4% YoY), EBITDA of ₹31.5 Cr (+2% YoY), and PAT of ₹10.3 Cr (-11% YoY). This resilient performance came despite the Dahej plant being unavailable due to a fire. Neogen Ionics, their new battery chemicals arm, contributed ₹5.4 Cr in revenue, with commercial sales initiated. The company received ₹80.55 Cr in insurance claims, and the Dahej replacement plant is expected next year. Management is confident about strategic growth, including the new Pakhajan facility and a proposed JV for battery chemicals.