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Earnings Call

IOL Chemicals and Pharmaceuticals Earnings Call: Key Takeaways

IOL reported record Q4 FY26 revenue of ₹619cr (up 17.4% YoY) and PAT of ₹53cr (up 68% YoY), driven by diversification into non-Ibuprofen APIs and improved chemical segment realization.

Why this was an Alfa AlertNot a filter event. Reported numbers and guidance are in line with momentum but do not meet the 10% beat vs. prior guidance threshold.
Highlights
Revenue growth11.5% YoY for FY26; 17.4% for Q4 FY26.
MarginsFY26 EBITDA margin improved to 12.4% from 10.7%.
Demand visibilityStrong traction in non-Ibuprofen APIs; Ibuprofen demand stabilized post-destocking.
Management confidenceHigh; confident in sustaining growth momentum via product diversification.

Growth

FY26 Revenue grew 11.5% to ₹2,319cr; EBITDA rose 29% to ₹290cr; PAT increased 36% to ₹138cr.

Outlook

Guided mid-to-high teens revenue growth for FY27; ₹1,200-1,400cr greenfield capex planned over 4-5 years.

Risks

Geopolitical volatility, rising raw material costs, and logistics delays affecting global supply chains.

Source

Earnings Call filed with BSE, NSE: IOLCP. Summary written with AI assistance from the document.

Read the document ↗

IOL Chemicals and Pharmaceuticals Ltd: key numbers

Share price
₹204.19
Market cap
₹5,994 Cr
Revenue (annual)
₹2,319 Cr
Net profit (annual)
₹137.6 Cr
P/E (TTM)
35.6×Sector 50.4×
Promoter holding
62.28%+4.80% QoQ
FII holding
4.87%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹350.0 Cr
Execution
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manufacturing capacity
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Value
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