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Neogen Chemicals Limited Q3 FY26 earnings call summary

NSE: NEOGEN · BSE: 542665

Earnings call of 12 Feb 2026, summarised by AI from the filing.

Neogen holds 80% of the LiPF6 JV with Morita investing $20 mn; partner equity expected by Q1 FY27.

Key takeaways

  1. Morita JV Neogen holds 80% of the LiPF6 JV with Morita investing $20 mn; partner equity expected by Q1 FY27.
  2. Approval delay Customer approvals for Dahej salts deferred to June 2026; management cannot predict when customers will visit.

Original filing on BSE

Neogen Chemicals Limited Q1 FY27 results

As filed: Revenue ₹250 cr (+34% year on year), EBITDA ₹48.2 cr (+51% year on year), PAT ₹17.1 cr (+71% year on year), EBITDA margin 19.3% (+216 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹247 cr (+21% year on year), EBITDA ₹43.9 cr (+19% year on year), PAT ₹11.4 cr (+300% year on year), EBITDA margin 17.8% (−41 bps). Score 72 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was in line with it. EBITDA margin fell 41 bps year on year. Share price after the results: +24.0% in 30 days (Nifty 500: +1.6%).
  • Q3 FY26: Revenue ₹220 cr (+9% year on year), EBITDA ₹31.9 cr (−6% year on year), PAT ₹3.7 cr (−63% year on year), EBITDA margin 14.5% (−242 bps). Score 30 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 242 bps year on year. Other income 37% of PBT. Tax rate 37%. Share price after the results: +3.2% in 30 days (Nifty 500: −10.1%).
  • Q2 FY26: Revenue ₹209 cr (+8% year on year), EBITDA ₹29.0 cr (−15% year on year), PAT ₹3.0 cr (−73% year on year), EBITDA margin 13.9% (−374 bps). Score 24 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 374 bps year on year. Other income 40% of PBT. Tax rate 40%. Profit fell 70% from last quarter. Share price after the results: −30.7% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹187 cr (+4% year on year), EBITDA ₹32.0 cr (+3% year on year), PAT ₹10.0 cr (−9% year on year), EBITDA margin 17.1% (−11 bps). Score 43 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 11 bps year on year. Revenue fell 8% from last quarter. Share price after the results: −6.1% in 30 days (Nifty 500: +0.2%).
  • Q4 FY25: Revenue ₹203 cr (+2% year on year), EBITDA ₹37.0 cr (+3% year on year), PAT ₹2.0 cr (−18% year on year), EBITDA margin 18.2% (+23 bps). Score 40 of 100, Below trend. Revenue, EBITDA and profit before exceptional items growth were below the company's own trend. EBITDA margin rose 23 bps year on year. Share price after the results: +6.2% in 30 days (Nifty 500: +1.0%).
  • Q3 FY25: Revenue ₹201 cr (+23% year on year), EBITDA ₹34.0 cr (+62% year on year), PAT ₹10.0 cr (+300% year on year), EBITDA margin 16.9% (+411 bps). Score 85 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 411 bps year on year. Profit fell 9% from last quarter.
  • Q2 FY25: Revenue ₹193 cr (+19% year on year), EBITDA ₹34.0 cr (+31% year on year), PAT ₹11.0 cr (+38% year on year), EBITDA margin 17.6% (+157 bps). Score 75 of 100, Above trend. EBITDA margin rose 157 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Neogen Chemicals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.