NGL Fine Chem Limited, a leading animal health company, has reported a strong financial performance for the first quarter of fiscal year 2026 (Q1FY26), demonstrating resilience in the face of challenging industry conditions.

Financial Highlights

The company's revenue from operations saw a significant increase of 9.70% quarter-on-quarter, reaching ₹104.19 crores. This growth was primarily driven by higher volumes, showcasing the company's ability to expand its market presence despite competitive pressures.

NGL Fine-Chem's profitability metrics showed remarkable improvement:

• EBITDA surged by 73.64% to ₹10.97 crores
• EBITDA margins improved to 10.53% from 6.65% in the previous quarter
• Profit After Tax (PAT) jumped significantly to ₹9.24 crores

Operational Performance

The company maintained its strong position in the animal health sector, with 90% of its revenue coming from veterinary APIs. NGL Fine-Chem serves over 400 customers globally across three manufacturing facilities, underlining its extensive market reach and production capabilities.

Market Dynamics and Challenges

Management noted several challenges in the operating environment:

1. Intensified competition due to new capacity commissioning globally
2. Downward pressure on product realizations
3. Currency volatility affecting input costs
4. Geopolitical uncertainties impacting demand in select markets

Despite these headwinds, the company's improved topline supported better cost absorption across operations, contributing to enhanced profitability.

Strategic Initiatives and Future Outlook

NGL Fine-Chem continues to focus on strategic initiatives to drive long-term growth:

1. Diversification into Regulated Markets: The company is prioritizing expansion into regulated markets, which offer better profitability prospects and limited competition.

2. Capex Project Progress: The ongoing ₹160 crore greenfield expansion at Tarapur is progressing steadily. As of Q1FY26, the company has invested ₹119.83 crores in this project.

3. Timeline Adjustment: Due to execution delays, the CAPEX project completion timeline has been extended by one quarter to Q4FY26. Meaningful contributions from this investment are expected from the end of FY27.

Management Commentary

The management expressed confidence in the company's long-term strategies, stating, "While the overall environment persists as testing, we remain focused on executing our long-term strategies. We are confident that these initiatives will position us to capitalize on growth opportunities and deliver value to our stakeholders as market conditions stabilize."

NGL Fine-Chem's ability to deliver growth and improve profitability in a challenging environment demonstrates its resilience and strategic adaptability. As the company continues to invest in expansion and diversification, it appears well-positioned to navigate industry headwinds and capitalize on future opportunities in the animal health sector.

NGL Fine Chem Limited, a prominent player in the pharmaceutical manufacturing sector, has announced its unaudited financial results for the first quarter ended June 30, 2025. The company demonstrated robust performance with significant growth in revenue and profitability.

Financial Highlights

• Revenue Surge: NGL Fine-Chem reported consolidated revenue from operations of ₹1,063.57 crore for Q1 FY2026, marking a substantial increase of 18.6% compared to ₹897.00 crore in the same quarter last year.

• Profit Growth: The company's consolidated profit before tax (PBT) stood at ₹1,183.95 crore, showcasing a remarkable year-on-year growth of 1,379.9% from ₹80.00 crore in Q1 FY2025.

• Net Profit Surge: Consolidated profit after tax (PAT) reached ₹924.06 crore, representing an impressive increase of 1,055.1% from ₹80.00 crore in the corresponding quarter of the previous year.

• Earnings Per Share: The basic earnings per share (EPS) on a consolidated basis was reported at ₹29.91.

Standalone Performance

On a standalone basis, NGL Fine-Chem Limited also delivered strong results:

Operational Overview

NGL Fine-Chem Limited continues to operate in the pharmaceuticals manufacturing segment as its primary business focus. The consolidated results include the performance of its wholly-owned subsidiary, Macrotech Polychem Private Limited.

Management Commentary

The Board of Directors, in their meeting held on August 1, 2025, approved these unaudited financial results.

Market Response

Following the announcement, investors and analysts are likely to closely monitor NGL Fine-Chem's stock performance. The significant growth in revenue and profitability may positively impact market sentiment towards the company.

Looking Ahead

As NGL Fine-Chem Limited continues to strengthen its position in the pharmaceutical manufacturing sector, stakeholders will be keen to observe the company's performance in the coming quarters. The impressive start to FY2026 sets a positive tone for the company's growth trajectory in the current fiscal year.

Disclaimer: This article is based on the unaudited financial results announced by NGL Fine-Chem Limited. Investors are advised to conduct their own research and consult financial advisors before making investment decisions.