NGL Fine-Chem Limited — PPTs, 17-08-2026: Investor Presentation

NGL Fine-Chem delivered a strong Q1FY27, sustaining demand momentum with robust volumes. Revenue from operations jumped 33.57% year-on-year to ₹139.16 Cr, and Profit After Tax (PAT) surged 99.09% year-on-year to ₹18.40 Cr. Animal APIs remain the core, contributing 95% of revenue. EBITDA margin improved to 16.73% (+620 bps YoY).

The company is strategically expanding capacity; brownfield expansion for intermediates is complete, and commercial production has started. The ₹210 Cr Greenfield (Phase II) expansion at Tarapur is on schedule, with civil construction ongoing and commercial production slated for H2FY27. This incremental capacity aims to support growth and new market opportunities. Management is confident about medium-term earnings, driven by underlying demand and operating leverage, though margins may moderate as price realizations normalize after Q1 inventory gains. A significant forex gain of ₹2.5 Cr in the quarter also boosted reported earnings.