| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 37% YoY growth to ₹756 Cr, primarily volume-driven expansion. |
|---|---|
| Margins | EBITDA margins improved to 14.6% from 12.4% due to efficiency. |
| Demand visibility | Strong visibility across key API products like Paracetamol and Metformin. |
| Management confidence | High; emphasizing diversification away from ibuprofen towards a multi-product platform. |
Growth
Revenue grew 37% YoY; PAT surged 90% behind capacity utilization and better product mix.
Outlook
Management guides for 15-20% revenue growth with 14-15% EBITDA margins for FY27.
Risks
Pricing volatility in Ethyl Acetate and raw material dependency on China for Metformin intermediates.
Last quarter's promises, checked
Delivered
- Guided 15% Revenue growth → delivered 37% (= BEAT)
- Guided 14% EBITDA margin → delivered 14.6% (= BEAT)
- Guided 15-20% PAT improvement → delivered 90% (= BEAT)
Partly delivered
- Guided Paracetamol utilization 70-75% for FY27 → ramping up (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: IOLCP. Summary written with AI assistance from 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.
More from IOL Chemicals and Pharmaceuticals Ltd
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IOL Chemicals and Pharmaceuticals Earnings Call Transcript: Key Takeaways
IOL Chemicals announced three strategic initiatives involving INR 500 Cr investment: Ibuprofen capacity expansion (to 18,000 MTPA), a new CDMO formulations facility, and a dedicated specialty chemical tolling facility.
- Call
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IOL Chemicals and Pharmaceuticals Capacity Expansion: ₹350 Cr Investment
IOL Chemicals and Pharmaceuticals Ltd will expand Ibuprofen capacity by 6,000 MTPA. The project, requiring a ₹350 Crore investment, is expected to be commercialized by December 2027.
- Value
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- Value
- ₹495.0 Cr
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