Neogen Chemicals Limited — Investor Meet, 01-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Neogen Chemicals delivered strong Q1 FY27 results, with revenue up 34% to INR 250 Cr, EBITDA surging 53% to INR 48 Cr (margin 19.3%), and PAT growing 67% to INR 17 Cr. This performance was driven by volume growth across core businesses and record revenue from organo-lithium and battery chemicals.

Management raised FY27 standalone revenue guidance to INR 950-1,050 Cr. The Dahej replacement plant trials are underway, with commercial production expected in Q2 FY27. Battery chemicals revenue is projected at INR 300 Cr for FY27, targeting INR 2,400-2,900 Cr by FY29. The Board approved a INR 600 Cr QIP to deleverage and fund future growth opportunities, reflecting a confident strategic outlook.