NOCIL Limited — PPTs, 31-10-2025: Investor Presentation

NOCIL's Q2FY26 revenue reached Rs. 321 Cr, a 5% QoQ decline, and H1FY26 revenue was Rs. 657 Cr, down 11% YoY. Net Profit for Q2FY26 stood at Rs. 12 Cr, a 28% QoQ drop, with H1FY26 at Rs. 29 Cr, down 58% YoY. Operating EBITDA margin for Q2FY26 was 7.1%. Volumes saw a 4% QoQ increase, mainly from domestic demand, but international markets faced headwinds due to global uncertainties and US tariffs, alongside domestic pricing pressure from dumping.

The company's strategy involves responsible scaling with a focus on Green Chemistry. A key development is the ongoing Rs. 250 Cr capex at its Dahej facility to enhance TDQ antioxidant production. NOCIL aims to double its market share by expanding in Asia, Europe, and the US. It's well-positioned to benefit from the 'China +1' sourcing shift as a dependable, non-Chinese supplier. Management is navigating challenging market conditions through strategic pricing and volume adjustments.