NOCIL Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NOCIL Q1 FY27: Revenue jumped 20% YoY to Rs 403 Cr, with EBITDA up 48% to Rs 45 Cr, and margins at 11.2%. Volume growth was 9% YoY, despite temporary supply challenges. Management projects FY27 revenue of Rs 1,400-1,600 Cr and ~10% EBITDA, targeting 10% volume growth. New TDQ plant trials are progressing, with commercial volumes expected from Q4 FY27. Anti-dumping duties on Sulphonamides are in place; PX13 approval is anticipated. Focus remains on strategic expansion and operational efficiency amid global uncertainties, with optimism for business direction.