Neogen Chemicals Ltd (NSE:NEOGEN)

Q2 2025 Neogen Chemicals Ltd Earnings Call Transcript

Nov 12, 2024 / 03:30 AM GMT

Release Date Price: ₹1951.85 (-3.64%)

Transcript

Key Points

Positve

Neogen Chemicals Ltd (BOM:542665) reported a 20% year-on-year revenue growth to INR193 crore, driven by higher volumes in core business segments.
EBITDA increased by 33% year-on-year to INR35 crore, with margins improving by 180 basis points to 17.9%.
The company successfully commissioned new capacity for lithium electrolyte salts and additives, with initial customer approvals received.
Neogen Chemicals Ltd (BOM:542665) is actively engaged in expansion activities, including a Greenfield battery material facility using Muis technology.
The company is seeing strong demand for non-Chinese products, particularly in the electrolyte market, aligning with India's expanding EV industry.

Negative

Inorganic chemical revenues declined by 24% due to lower lithium prices, impacting overall revenue growth.
The company faces challenges from geopolitical tensions and inflation, affecting industry pricing power and profitability.
There is a delay in the ramp-up of battery chemical revenues, with expectations revised to INR50-75 crore for the current year.
Neogen Chemicals Ltd (BOM:542665) is experiencing competitive pressure from Chinese companies, particularly in advanced intermediates and bromine derivatives.
The increased capital expenditure in the battery chemical segment is expected to result in higher depreciation and interest costs going forward.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NEOE.NS - Neogen Chemicals Ltd
Q2 2025 Neogen Chemicals Ltd Earnings Call
Nov 13, 2024 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Newgen Chemicals Limited Q2 F I 25 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded and I'll hand the conference Osni Solanki from CDR India. Thank you and over to you Mr.

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Unidentified_2 [2]
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