Neogen Chemicals Limited — PPTs, 17-05-2026: Investor Presentation

Neogen Chemicals delivered strong Q4 FY26 consolidated performance, with revenue up 22% to 249 Cr, and full-year revenue growing 11% to 862 Cr. Q4 PAT surged 182% to 15 Cr, while FY26 PAT was 29 Cr (+17%). This growth was fueled by high plant utilization and rising volumes. The Battery Chemicals segment (Neogen Ionics) contributed 13 Cr to Q4 revenue and 36 Cr for FY26.

A key strategic focus is expansion into high-growth battery materials. Promoters infused 161 Cr for Neogen Ionics expansion. The Dahej replacement plant reconstruction is on track for June 2026 commissioning. Neogen Ionics’ Pakhajan Greenfield Project expects commercial production of Electrolytes by H1 FY27 and Electrolyte Salts by H2 FY27, with the Electrolyte plant already in trial runs. Provisional international customer approvals for Lithium Salts have been secured.

Management anticipates FY27 to be a transformative year, driven by new battery materials facilities and the Dahej plant's scale-up. The company projects standalone revenue of 875-950 Cr for FY27. A final dividend of INR 1 per share for FY26 has been proposed.