NGL Fine-Chem Limited — PPTs, 22-05-2026: Investor Presentation

NGL Fine-Chem delivered a strong Q4FY26, with revenue from operations jumping 57.13% YoY to ₹149.23 Cr and PAT soaring to ₹13.49 Cr. For the full FY26, revenue grew 36.03% to ₹500.95 Cr, and PAT surged 127.83% to ₹48.13 Cr, with EBITDA margin improving to 14.51%. This robust performance was driven by volume growth across its key Animal API segment, which constituted 95% of Q4 revenue, and expanded geographic markets, particularly Asia.

The company is strategically focused on capacity expansion. It completed a brownfield expansion at its subsidiary Macrotech, with commercial production of intermediates already started. A significant greenfield expansion at Tarapur, with an estimated capex of ₹210 Cr (₹182.75 Cr invested to date), is underway to fuel future exponential growth. Phase I of existing capex is contributing to operations, though Phase II commissioning is slightly delayed to early Q2FY27 due to shortages, with commercial production still targeted for H2FY27.

Management notes that the business is firmly on a recovery path after three challenging years. They anticipate continued healthy performance in the coming quarters, supported by strong volume momentum and successful partial price pass-throughs to customers, aiming for steady, sustainable growth.