Neogen Chemicals Q1 FY27 call: FY26 revenue ₹862 cr

Market snapshot and what is scheduled

Neogen Chemicals Limited has scheduled its first-quarter earnings conference call for analysts and investors on Monday, July 27, 2026, at 4:00 PM IST. The management is expected to discuss financial results for the quarter ended June 30, 2026, and share updates on key capital expenditure developments. The scheduling comes amid ongoing investor focus on the company’s growth plans and project execution at its subsidiaries.

Separately, the provided market data references price levels of 2,152.00 and 2,331.90. The company also disclosed earlier that Neogen shares closed at 1,664.80 on May 14, 2026 (NSE), and the stock had delivered 25.24% returns over the last six months and 7.10% over the last 12 months.

Q1 (quarter ended Jun 2025) numbers in focus

The latest quarterly table shared for Neogen Chemicals (all figures in ₹ crore, except per-share values) shows Total Revenue of 186.73 for the quarter ended Jun 25, compared with 246.56 in Mar 26 and 179.95 in Jun 24. Operating Income was reported at 25.73 in Jun 25 versus 36.31 in Mar 26 and 23.99 in Jun 24.

Net Income stood at 10.26 in Jun 25, compared with 11.39 in Mar 26 and 11.47 in Jun 24. Diluted Normalized EPS was 3.89 in Jun 25, 4.32 in Mar 26, and 4.35 in Jun 24. The same table showed Total Operating Expense at 161.00 in Jun 25 versus 210.25 in Mar 26.

Q4 FY26 performance that preceded the call

Neogen’s conference call announcement follows disclosures around Q4 FY26, where consolidated revenue reached ₹247 crore, registering a 22% year-on-year growth. Reported consolidated quarterly numbers for March 2026 showed Net Sales at ₹246.56 crore, up 21.57% from ₹202.82 crore in March 2025.

The company reported quarterly Net Profit of ₹11.39 crore in March 2026, up 372.61% from ₹2.41 crore in March 2025. EBITDA was reported at ₹44.89 crore in March 2026 versus ₹36.97 crore a year earlier. The company also stated that EPS rose to ₹4.32 in March 2026 from ₹0.91 in March 2025.

Full-year FY26: revenue up, consolidated PAT lower

For the full year FY26, consolidated revenue from operations was disclosed at ₹861.96 crore, a 10.85% increase compared with ₹777.56 crore in FY25. Another stated figure for full-year FY26 consolidated revenue was ₹862 crore, described as an 11% increase over FY25.

On profitability, consolidated Net Profit for FY26 was reported at ₹28.75 crore, which was disclosed as a 17.46% year-on-year decline compared with ₹34.83 crore in FY25. These two data points together frame the operating backdrop for the upcoming discussion with analysts.

Key capex revisions at Neogen Ionics: costs and timelines

Alongside audited results for the fiscal year ended March 31, 2026, Neogen highlighted major revisions for its subsidiary, Neogen Ionics Limited, related to the Dahej and Pakhajan manufacturing facilities. The Dahej Phase 1 project cost has been revised to ₹428 crore, with completion targeted for February 2027.

The Pakhajan Phase 2 project is now estimated at ₹1,367 crore, with completion targeted for March 2027. These changes take the combined estimated capital outlay for both projects to ₹1,795 crore. Outstanding qualified borrowings stood at ₹321.52 crore as of March 31, 2026.

Dividend and shareholder approval

The company’s Board of Directors recommended a final dividend of Re. 1 per equity share for FY 2025-26. Shareholders will vote on the recommended final dividend at the upcoming Annual General Meeting (AGM), as disclosed.

Separate Q1 FY26 context: fire-related disruption and insurance claims

Neogen Chemicals also disclosed that it recorded a 4% year-on-year revenue growth to ₹186.70 crore in Q1 FY26 despite the unavailability of its Dahej plant due to a fire incident. On a standalone basis, EBITDA was reported at ₹31.50 crore with margins of 18.8%.

The company received initial insurance claims totaling ₹80.55 crore for the Dahej fire incident. It also stated that construction of a replacement plant is underway and is expected to be operational next year.

Street estimates: Q1 FY27 forecast mentioned

A Uniresearch estimate cited in the provided content pegged Neogen Chemicals’ Q1 FY27 Revenue at ₹194 crore, up 3.9% year-on-year, and PAT at ₹9 crore, down 9.1% year-on-year. The same note referenced Q1 FY26 Revenue of ₹187 crore and PAT of ₹10 crore as the base.

The estimate is separate from the company’s formal disclosures and will likely be assessed against the numbers discussed during the earnings call.

Valuation and stock metrics mentioned

The stock was stated to trade at a P/E of 169.0 with a market cap of ₹4,484. These valuation markers, alongside the stock’s recent return profile and capex intensity, are likely to remain part of investor questioning during management interactions.

Key numbers at a glance

Capex timeline summary disclosed

Why the July 27 call matters

The July 27, 2026 earnings call is positioned as a forum to connect quarterly performance with the company’s broader execution roadmap. With revised capex costs and completion targets now clearly defined for Dahej Phase 1 and Pakhajan Phase 2, investors will likely track whether spending, borrowing levels, and operating performance remain aligned with those timelines.

Neogen has also disclosed a plan to raise ₹200.00 crore through private placement of NCDs for additional liquidity during ongoing capex projects. Together, these disclosures make the earnings call a key checkpoint for understanding how near-term financials and project milestones are progressing.

Conclusion

Neogen Chemicals has set July 27, 2026 for its Q1 FY27 earnings call, following FY26 disclosures that showed consolidated revenue around ₹862 crore and detailed revisions to large capex projects. The next formal update will come from management’s discussion of the quarter ended June 30, 2026, along with the latest capex and funding status.