NOCIL Limited — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NOCIL's Q4 FY'26 revenue rose 5% sequentially to Rs.330 Cr, driven by 7% volume growth, with domestic demand benefiting from GST 2.0. Full-year volumes grew 3%. Q4 EBITDA margin dipped to 6.4% due to higher utility costs and inventory impact, but management expects Q4 volumes to be a base for future double-digit growth. Trial production for the <Rs.250 Cr Dahej TDQ capex has begun. A new Rs.130 Cr specialty chemicals capex is planned. DGTR found merit in anti-dumping duties for TDQ and Sulphenamides, awaiting government approval. The company is actively managing rising raw material costs and geopolitical disruptions, aiming for 150 basis points EBITDA improvement, focusing on efficiency and product mix.