| 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
- ₹206.97
- Market cap
- ₹6,075 Cr
- Revenue (annual)
- ₹2,319 Cr
- Net profit (annual)
- ₹137.6 Cr
- P/E (TTM)
- 29.9×Sector 43.8×
- Promoter holding
- 62.28%+0.00% QoQ
- FII holding
- 7.26%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
All →IOL Chemicals and Pharmaceuticals Investor Presentation: Key Takeaways
Q2 FY27 revenue INR795 cr (+40% YoY), EBITDA INR115 cr (14.4% margin), PAT INR65 cr (+117%). Management now guides ~25%+ FY27 revenue growth.
- Call
- Guides 25% growth
IOL Chemicals and Pharmaceuticals Earnings Call Transcript: Key Takeaways
IOL Chemicals delivered strong Q2 results with significant profitability improvements, driven by non-Ibuprofen API growth and cost efficiencies, despite rising raw material prices.
- Call
- Guides 25% growth
IOL Chemicals and Pharmaceuticals Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹795 Cr (+40.1% YoY), EBITDA ₹114.9 Cr (14.4% margin), PAT ₹65 Cr (+116.8%). H1 revenue ₹1,551 Cr (+38.6%). Pivoting to high-value APIs with ₹495 Cr capex plan.
IOL Chemicals and Pharmaceuticals Results Update
IOL Chemicals reported record quarterly revenue, EBITDA and profit for Q2 FY27 and half-year results. Standalone growth was strong, with margins expanding year-on-year.
IOL Chemicals and Pharmaceuticals Q2 FY27 Results: Net Profit ₹65.1 Cr, Up 117.0% YoY
IOL Chemicals and Pharmaceuticals Ltd reported revenue from operations of ₹795 Cr (+40.1% YoY) and net profit of ₹65.1 Cr (+117.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹65.1 Cr · +117.0% YoY
IOL Chemicals and Pharmaceuticals Board Meeting Date
IOL Chemicals scheduled its board meeting for 30 Oct 2026 to consider unaudited Q1/H1 results. Trading window remains closed until 2 Nov 2026.