NOCIL Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NOCIL's Q3 FY26 saw stable revenue at ₹316 Cr, with EBITDA up to ₹27 Cr. Domestic volumes grew high single-digits, offsetting export dips due to US tariffs. Management expects FY26 volume growth of 3-4%, targeting double-digit growth in FY27 as US volumes return and EU FTA benefits kick in.

The TDQ expansion trials are ahead of schedule for H1 CY26, poised for future growth. Anti-dumping investigations against imports are progressing, with findings expected soon. Cost savings initiatives are yielding results. While global uncertainties persist, NOCIL focuses on operational efficiency, new products, and leveraging trade agreements for margin and volume growth. Management outlook is cautiously positive.