NGL Fine-Chem Ltd (NSE:NGLFINE)

Q2 2026 Ngl Fine Chem Ltd Earnings Call Transcript

Nov 17, 2025 / 05:30 AM GMT

Release Date Price: ₹1393.2 (+2.40%)

Transcript

Key Points

Positve

NGL Fine-Chem Ltd (BOM:524774) reported a 28.64% increase in revenue for Q2 FY26 compared to the same quarter last year, indicating strong year-on-year growth.
The company's EBITDA for the quarter rose by 48.43%, showcasing improved operational efficiency.
The margin expanded by 373 basis points to 14.27%, reflecting better cost management and pricing strategies.
NGL Fine-Chem Ltd successfully submitted its first API registration to the US FDA, marking a significant step towards entering regulated markets.
The company is optimistic about sustained demand recovery and the growth potential unlocked by its capital investments, positioning it well for future opportunities in regulated markets.

Negative

Profit after tax for Q2 FY26 was slightly below the previous year's corresponding quarter, indicating some pressure on net profitability.
Despite the revenue growth, the company experienced a 30% increase in outsourcing costs, which could impact future margins if not managed effectively.
The company is cautious about the sustainability of the current demand recovery, as it is the first significant growth after several quarters of flat performance.
NGL Fine-Chem Ltd's new plant is not expected to achieve EBITDA break-even until FY28, indicating a longer timeline for realizing returns on recent capital investments.
The competitive landscape remains challenging with increased competition from both Indian and Chinese manufacturers, which could pressure pricing and market share.

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

NGLF.NS - Ngl Fine Chem Ltd
Q2 2026 Ngl Fine Chem Ltd Earnings Call
Nov 18, 2025 / 05:30AM 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 the NGL Fine Kim Limited Q2 and H1FY26 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, then 0 on your touchstone 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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