Q4 2026 Ngl Fine Chem Ltd Earnings Call Transcript
Key Points
- NGL Fine-Chem Ltd (BOM:524774) reported a strong Q4 FY26 with a 57% year-on-year revenue growth, driven by higher volume across its product portfolio and geographies.
- The company achieved an EBITDA margin expansion of 769 basis points year-on-year, reflecting improved operational performance.
- Profit after tax for Q4 FY26 increased significantly to INR13.49 crores from INR0.54 crores in Q4 FY25, marking the third consecutive quarter of strong improvement.
- The company has successfully secured partial price-through with customers, which is expected to support margin improvement going forward.
- Phase 1 of the company's capacity expansion is contributing meaningfully to operations, with Phase 2 expected to commence commercial production in early Q2 FY27.
- NGL Fine-Chem Ltd faced external challenges such as increased freight costs and raw material prices due to geopolitical developments, impacting margins.
- ForEx movements resulted in mark-to-market provisions, affecting margins during the quarter.
- The commissioning of Phase 2 of the greenfield expansion at Tarapur faced delays due to a shortage of gas and labor.
- The company operates under fixed price contracts, limiting its ability to immediately pass on cost increases to customers.
- Despite partial price increases, the company has not been fully successful in passing on all cost escalations to customers.
Good day and welcome to the Q4 and FY26 earnings conference call of NGL Fine Chem Limited. (Operator Instructions) Please note that this conference call is being recorded. I now hand the conference over to Mr. Abhishek Mehra from TIL Advisors.
Thank you, and over to you, sir.
Thank you, Farah. Good afternoon, everyone, and thank you for joining this Q4 and FI26 earnings conference call of NGL Fine Chem Limited. The results and investor update have been uploaded on the stock exchanges. To take us through the results of the quarter and answer your questions, we have with us today, Mr. Rahul Nachane, Managing Director, and Mr. Rajesh Lawande, full-time Director and Chief Financial Officer.
We'll be starting the call with a brief overview of the financial performance, which will then be followed by the Q&A session. I would like to remind you that everything said in this call, reflecting any outlook for the future, which can be construed as a forward-looking statement, must be due
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