Top Tweets for #Neochem
#SME #Neochem #NeochemBioSolutions
Neochem Bio Solutions Limited H2FY26 Earnings Call Highlights
👉 FY27 & Future Outlook
▫️ Management expects sustainable 30-35% revenue growth in the near term
💠Supported by low base, favorable product mix shift, higher capacity utilization, and demand across textiles, HPC, and paints & coatings.
💠 By end of current fiscal (FY27), capacity utilization is targeted to reach ~65%; by FY28, ~85%, potentially delivering headline revenue of around ₹250 Cr.
💠 Long-term (3-year) target: Exports to scale to 30-35% of revenue (from ~5-9% in FY26).
💠 Textiles share to reduce below 50% of total revenue while HPC and paints & coatings become much larger contributors (HPC already scaled from 2% in FY24 to ~14% in FY26).
💠 Bio-based esters & silicones targeted to reach 55-60% of revenue mix for better stickiness, stability, and ESG alignment.
▫️ Margins expected to remain sustainable at ~35% gross, 18-20% EBITDA, and 10-12% PAT.
💠 Bio-based products provide partial natural hedge against crude-linked volatility.
💠 No major Capex planned for the next 1.5–2 years; existing 22,000 MTPA facility has ~47% headroom and land parcel offers flexibility for future phases.
👉 Current Order Book / Projects and Future Pipeline
▫️ 26% volume growth achieved in FY26
💠Management sees similar momentum sustainable given consolidation in textile sector and Neochem’s own-brand positioning (shift from ~75% white-label in FY22 to >80% own-brand in FY26).
▫️ Key strategic projects/pipeline:
💠 Lamorall Coatings (Netherlands) partnership
💠Exclusive distribution for South Asia (formal expansion to Southeast Asia expected shortly)
💠Currently building volumes for economies of scale; future technology transfer and local manufacturing planned
▫️New product launches gaining traction:
💠One-bath sustainable pre-treatment solutions reducing inventory & cycle time
💠Accelerated washing/soaping
💠High-performance surface enhancers for paints & coatings
💠Amphenol LBP (universal rheological modifier for HPC), wax emulsions
💠Upcoming broad anti-foam range across 10 industries.
💠 R&D pipeline strong — focus on process optimization, bio-based formulations, and import substitution; provisional patent filed for one innovation.
💠 International expansion pipeline across South Asia, Southeast Asia, Africa, and selective entry into North America/Europe (12 countries currently served).
👉 Other Notable Points
▫️ FY26 execution: Improvement driven by better product/customer mix, higher utilization (35% FY24 → 41.8% FY25 → 52.7% FY26), operating leverage, and cost control.
💠 Business remains seasonal (∼55% revenue in H2, ∼30%+ in Q4).
▫️ Balance sheet significantly strengthened post-IPO:
💠Long-term debt reduced sharply to ₹0.7 Cr (from ₹14.3 Cr)
💠Debt-to-Equity improved to 0.2 (from 1.8).
💠Short-term borrowings (₹17.1 Cr) are working-capital linked and prudent.
💠 Receivables elevated at year-end due to Q4 seasonality and growth (target normalization to ~120 days by end of current fiscal)
💠Collections healthy with >35% of FY26 year-end receivables already realized by May. One legacy NCLT matter of ₹27 lakhs.
▫️Q&A Highlights :
💠Margin expansion explained by shift to own-brand value-added sales via distribution network and direct corporates (vs. earlier white-label/intermediate focus).
💠West Asia crisis impact managed well through inventory, spot purchases, and price pass-throughs; margins expected to hold within ±10% variance.
💠Bio-based products (80-90% of esters category) seen as strategic hedge and ESG enabler.
💠Capacity utilization in performance chemicals ramps gradually due to longer customer approval cycles.
💠Management open to quarterly reporting post-H1 review and acknowledged investor feedback.
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💹 𝗕𝗿𝗲𝗮𝗸𝗼𝘂𝘁 / (𝘀𝗼𝗼𝗻) 𝘀𝘁𝗼𝗰𝗸𝘀 𝘁𝗼 𝘀𝘁𝘂𝗱𝘆
🔖 Thread
1. #NEOCHEM
💠 Sales ₹84 Cr -> ₹111 Cr YoY
💠 PAT ₹7 Cr -> ₹12 Cr YoY
💠 Promoter holding 66.70% -> 66.72%
#Neochem Bio solutions Ltd.
Fundamental changes happening within a business are always interesting.
@itsnitinverma The company also focuses on R&D with technical research projects with biggies like Wildcraft, Decathlon to develop various customised HPCs which has helped the co to establish its brand. Branded sales mix now is above 75% compared to less than 15% just 2 years ago.
Good performance delivered. Aligned with expectations.
H2 FY26 Vs. H1 FY26
REV: 66 Cr Rs. Vs 47Cr
PAT: 6.9Cr Vs 5.5Cr
FY26 Vs FY25
REV: 114Cr Vs 86Cr
PAT: 12Cr Vs 7.4Cr
Now it’s trading at 13 PE.
#Neochem
Stocks Hitting 52 Week HIGH today on 9 DEC 2025
#ABCAPITAL
#ANURAS
#ARFIN
#AUBANK
#CUPID
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#FEDERALBNK
#HDFCNIFBAN
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IPO opinions December 1st week IPOs up on YT.
Listen to @rohiitian, @Tanmay_31_, @sachprat07 and @manishlalwani9 views on 3 clashing mainboard - #Meesho, #Aequs, #Vidyawire and 1 SME - #Neochem.
@Yaxhxvardhan @Saurabh_K_
https://t.co/F9sXNdvRit
#neochem #SMEIPO
About Company:
- a specialty performance chemical company
- Diverse portfolio of over 350 customized formulations
- Four primary product segments (i) Polymers, (ii) Surfactants, (iii) Silicones, and (iv) Esters & bio-based sustainable solutions4
- 40 Registered Trademarks
- manufacturing facility in Ahmedabad
with a capacity of 22,000 MTPA
- Customers across textile & garment washing, home & personal care (HPC), institutional and industrial
cleaners, water treatment, paints and coatings, paper and pulp, construction, rubber and dyes and
pigments
1/n
Part 2 space on Wednesday where we cover the 3 conflicting mainboard - #meeshoipo, #Aequs and #VidyaWires and 1 sme - #neochem only on @Sundayinvestin.
Do join!
IPO Opinions December 1st week Part 2 with @rohiitian, @Tanmay_31_, @Yaxhxvardhan, @sachprat07, @Saurabh_K_ & @manishlalwani9 Wednesday night 9:30 PM.
We discuss 3 mainboard - #meeshoipo, #Aequs, #VidyaWires & 1 sme - #neochem.
Space link in 1st comment.
IPO Opinions December 1st week Part 2 with @rohiitian, @Tanmay_31_, @Yaxhxvardhan, @sachprat07, @Saurabh_K_ & @manishlalwani9 Wednesday night 9:30 PM.
We discuss 3 mainboard - #meeshoipo, #Aequs, #VidyaWires & 1 sme - #neochem.
Space link in 1st comment.
#Neochem #SMEIPO #Youtubelive
🔴 Live at 6:00 PM | Neochem Bio Solutions Limited IPO Discussion
Join us LIVE as we discuss Neochem Bio Solutions Limited IPO – a fast-growing specialty chemicals manufacturer with 40+ years of promoter legacy.
The company operates in niche high-margin segments such as specialty polymers, surfactants, esters, silicones, and bio-based performance chemicals, supplying to leading industrial clients across India and export markets.
Management - Mr. Swapnil Makati
Host - Chintan Parikh and Akhilesh Pathak @SmartSyncServ
📌 Company Highlights
✔ Diversified product portfolio across high-growth specialty chemical segments
✔ Modern manufacturing facility with 22,000+ MTPA installed capacity
✔ Strong R&D focus with customised formulation capabilities
✔ FY25 Revenue: ₹86.15 Cr | FY25 PAT: ₹7.75 Cr
✔ Improving margins and expanding customer base ✔ Plans to scale capacity, enhance automation, and expand into new chemistries
📌 IPO Details • Issue Size: ₹44.97 Cr
•Issue Type: Fresh Issue – 45,88,800 equity shares
•Price Band: ₹93 – ₹98 per share
• Lot Size: 1,200 shares (Minimum retail: 2 lots)
• Issue Opens: 2nd Dec 2025
• Issue Closes: 4th Dec 2025
• Listing: NSE EMERGE
• Post-Issue Market Cap: ~₹167.78 Cr
📌 Use of Proceeds
• Capacity expansion & upgradation
• R&D enhancement and new product development
• Working capital requirements
• General corporate purposes
📌 What We’ll Discuss LIVE
• Business strengths & competitive positioning
• Financial performance (FY23–FY25 trends)
• Industry outlook for specialty chemicals
• Key risks, challenges & post-IPO strategy
• Valuation view and investor sentiment indicators
👉 Join us today at 6:00 PM for a clear, unbiased analysis of the Neochem Bio Solutions IPO before the subscription window progresses.
⚠️ Disclaimer I am not a SEBI-registered advisor. This session is for educational purposes only and should not be considered investment advice. Please consult your financial advisor before investing.
https://t.co/hvoB8IjErY
🔔 Subscribe & tap the bell icon for more SME IPO insights, company deep-dives, and wealth-building discussions. #NeochemBioIPO #IPO #SMEIPO #StockMarket #Investing #WealthWithChintan
#CosmoOil #Denka #Iwatani #JFESteel #JNC #KH #Neochem #MaruzenPetrochemical #UBEElastomer #UbeMaterialIndustries #Yokogawa have signed an MoU on a joint study into activities for the establishment of a #CarbonNeutral industrial complex in Japan. See https://t.co/OiOGktLOND
#HappyDussehra
It is time for a celebration. A time to celebrate the victory of good over evil, a time when the world witnessed an example of the power of good
#navratri #durgapuja #dusshera #vijayadashami #dussehra #dussehra2018 #dussehra2019 #dussehraspecial #protek #neochem
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