NOCIL Limited — PPTs, 07-08-2025: Investor Presentation

**1. Financial Highlights:**

NOCIL's Q1FY26 reported revenue of ₹336 Cr. Operating EBITDA was ₹31 Cr (9.1% margin) and net profit ₹17 Cr (5.1% margin), both declining QoQ and YoY. Volumes were flattish; exports saw moderate growth, but domestic market faced dumping pressure.

**2. Strategic Initiatives & Growth Drivers:**

NOCIL invests in sustainable growth via a Dahej brownfield expansion. A ₹250 Cr Dahej capex is on track to boost TDQ antioxidant production. The company targets doubling market share by expanding in Asia, Europe, and the US.

**3. Business Developments:**

The presentation details strategic expansions and market positioning, not new acquisitions, partnerships, or product rollouts.

**4. Market Position & Competitive Advantage:**

NOCIL, India's largest rubber chemicals manufacturer, boasts 40+ years expertise and global recognition, with strong customer relationships in 40+ countries. Its "China +1" strategy favorably positions it as a dependable, non-Chinese supplier, leveraging wide product range and green chemistry.

**5. Investor Implications:**

Despite recent financial moderation from market pressures, NOCIL's strategic capex, sustainable practices, and strong "China +1" positioning suggest positive long-term growth potential. Execution against domestic market challenges warrants observation.