NGL Fine-Chem Ltd (NSE:NGLFINE)
₹ 3,409 -38.7 (-1.12%) Market Cap: 21.08 Bil Enterprise Value: 21.89 Bil PE Ratio: 43.87 PB Ratio: 6.40 GF Score: 78/100

Q2 2025 Ngl Fine Chem Ltd Earnings Call Transcript

Nov 12, 2024 / 10:30 AM GMT
Release Date Price: ₹1940.75 (-2.42%)

Key Points

Positve
  • NGL Fine-Chem Ltd (BOM:524774) reported a year-on-year revenue increase of 16.6%, reaching 93.4 crores.
  • The company is witnessing a strong recovery from China, which has positively impacted overall performance.
  • NGL Fine-Chem Ltd received an additional certificate of suitability for a new project, expanding its portfolio for the European market.
  • The company has four drug master files approved for the European markets and plans to submit four additional filings by the end of the financial year.
  • Capital expenditure plans are on track, with phase one expected to be completed by the fourth quarter of this financial year.
Negative
  • EBITDA margin declined to 12.36% from 17.4% in the previous year, indicating pressure from increased competition and lower prices.
  • Profit after tax decreased by 6.35% year-on-year, attributed to soft demand from the European market and currency challenges in Africa, Latin America, and Turkey.
  • Geopolitical tensions in the Middle East and elevated logistics costs have affected supply chain efficiency.
  • The operating environment remains challenging with high supply levels and subdued demand.
  • The company is operating at 90-95% capacity utilization, which may limit growth until new capacity comes online.


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

NGLF.NS - Ngl Fine Chem Ltd
Q2 2025 Ngl Fine Chem Ltd Earnings Call
Nov 12, 2024 / 10:30AM 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 NGL Fine C Limited Q2 and Hy FY25 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 the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Abhishek Mehra. Thank you and over to you, sir.

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Unidentified_2 [2]
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