Ankit Gupta

@AdityaD_Shah Thank you so much for sharing your analysis 🙏

Conclusion:- Neogen chemicals operates in segments which have huge potential The ramp-up of the electrolyte business will be a key monitorable for the company. While the stock is very expensive, it is worth keeping a watch on the company

🚨Neogen Chemicals-A tale of overpromise and underdelivery😭😭 Neogen Chemicals' foray into EV battery salts and electrolytes was met with much hype, In FY24 The company guided for 3x revenue by FY27, But failed to meet any guidance,🤯🤯 Now the company has given a renewed guidance of 3x revenue in FY29, Will the company meet its guidance now?🤔🤔 A thread🧵on the business of Neogen Chemicals and what lies ahead?👇

@HDFCSKY Could you please clarify the time frame for the target you shared? For Neogen chemicals

Today’s earnings roundup covers Amber Enterprises, Deepak Nitrite, KEC International, Balaji Amines, Symphony, Neogen Chemicals and Greenpanel Industries. Key highlights: • Amber downgraded to REDUCE • Deepak Nitrite’s major capex expansion • Symphony summer demand outlook • Neogen Chemicals growth story • Greenpanel margin pressure update Read more: hdfcsky.com/market-reports… Follow HDFC SKY for daily stock market updates and detailed research insights. HDFC SKY, a discount brokerage app by HDFC Securities.

@KommawarSwapnil Someone finally said what my heart has been feeling all along. Everytime it’s the same conversation “challenging market conditions,” “customer approvals taking longer,” and the endless “next year will be better” narrative. Pathetic. Full timepass stock

12. Neogen Chemicals

12 Companies which posted good results yesterday 🧵 1. Puravankara

@AdityaD_Shah Someone finally said what my heart has been feeling all along. Every con call same conversation “challenging market conditions,” “customer approvals taking longer,” and the endless “next year will be better” narrative. Pathetic #neogenchemicals @JoshiEien

What happens when Management overpromises and underdelivers? The crazy tale of Neogen Chemicals:- In FY24:- The company guided for tripling of revenue(3x) by FY26-FY27, So how did the guidance hold up? FY24:- Revenue:-Rs 691cr EBIDTA:-Rs 112cr FY26 revenue:- Revenue:-Rs 862cr EBIDTA:-Rs 137cr Battery chemicals expansion faces repeated delays, and with cost escalations, As a result, Stock price in June 2022=Rs 1691 Stock price in May 2026=Rs 1581 Markets hate overpromise and underdelivery

@KommawarSwapnil It's 7% down today. Anything to say ?

@NewAgeTraderX Bhai aap btao apna Analysis

NeoGen Chemicals 👀🔥 Recent candle kuch alag hi story bol raha hai 😏 Interesting reaction + interesting structure… Aap log kaise interpret kar rahe ho is candle ko? Bullish, bearish ya confusion? Apna analysis batao 👀 #Nifty #Nifty50 #Sensex #IndianStocks #StockMarketIndia #FinTwit #Trading #BSE #NSE #NiftySmallCap #NiftyMidcap #Nifty500 #PriceAction #Candlestick #TechnicalAnalysis #SwingTrading

@NewAgeTraderX All time high chla jayega kya is baar ? Kya lagta hai

Ab bas Breakout ka intazar hai Kya lagta hai Monday ko hoga breakout? Aur… aise hi 20 aur stocks watchlist me ready hain Batao… share karu ya nahi? #Nifty #Nifty50 #Sensex #IndianStocks #StockMarketIndia #FinTwit #Trading #bse #nse #Neogen

@ambeecious Is this neogen chemicals chart ?

looking good for coming months

@DTDCIndia @abhishek_chuck @SubhasishDTDC Do you people even value your customers at all? I already raised a complaint and still there’s absolutely no result. What exactly are you doing there

@DTDCIndia @abhishek_chuck @DTDCIndia @SubhasishDTDC

Consignment '7D157394102' was due by 17 Mar but still not delivered.Complaint with tracking 25638776 (raised 20 Mar) promised delivery by 21 Mar, yet no traking update on website since 15 Mar.This delay is causing inconvenience, request immediate action and delivery. @DTDCIndia

@DTDCIndia Please let me know when it will be delivered @abhishek_chuck @SubhasishDTDC

@DTDCIndia @abhishek_chuck @SubhasishDTDC Please let me know when it will be delivered?

@DTDCIndia @abhishek_chuck @SubhasishDTDC Please let me know the date when I will get my parcel ?

@JoshiEien After five years with no return and enduring significant effort, I have decided to end my association with Neogen. This decision follows the recent developments and reflects that my patience has reached its limit.

AJC super exclusive: why Neogen & GFL have only 1.5-2 years to sell LiPF6! Chinese LiPF6 prices have been increasing in recent times (as we have been updating you here) since Chinese govt is phasing out excess capacities. But why it is phasing out capacities suddenly under “anti involution drive”! AJC got access to the a top level executive in China and here we break this story first: 1. Chinese battery major CATL is accelerating full-scale commercialisation of sodium-ion batteries, the long-term growth runway for lithium electrolytes is no longer open-ended (do a bit google about CATL & their influence in EVs) 2. By 2030 China targets exports worth 350 GWH for sodium ion batteries which use NaPF6 not LiPF6 electrolyte 3. This effectively gives Neogen and GFL a narrow 1.5–2 year monetisation window in LiPF₆, before sodium chemistry starts taking meaningful share in mass-market batteries (vehicles and energy storage) 4. Sodium ion batteries are going to become the most critical long term pressure point for lithium & fluorine chemical leaders hence the “anti-involution” We will publish complete story in our Jan edition of Chemical Compass PRO!

@Stock_Precision In what time frame we can expect these target levels ?

📊Targets for Chemical Stocks 🧪 Offering 50-100% Upside ⏫ 1⃣ Neogen Chem Cmp: Rs 1091 Target: Rs 2001 2⃣ SRF Cmp: Rs 2830 Target: Rs 3517 3⃣ Acutaas Cmp: Rs 1735 Target: Rs 2141 4⃣ Clean Science Cmp: Rs 896 Target: Rs 1201 - IDBI Capital 🏦 #Investing #Chemicals

@EyeOn_Trade Please share your thoughts here what you want to communicate regarding Neogen and it's chart

#Neogen Chemicals Ltd chat.whatsapp.com/Gd7pF1kb7dxApF… whatsapp.com/channel/0029Va… t.me/+7OasKuG31ClmM… ⚠️ Disclaimer: We do not provide buy/sell/hold recommendations here. Please read Risk Disclosures, MITC, Investor Charter & Client Consent on eyeontrade.com.