| Management target | Revenue 20.0% FY27 |
|---|
| Margins | CDMO expected to offer better margins than standalone APIs. |
|---|---|
| Order book | Soft commitments for CDMO; 3-5 year contracts for formulations. |
| Demand visibility | Strong Ibuprofen demand; long-term tolling visibility for specialty chemicals. |
| Management confidence | High, focused on backward integration and customer-led investments. |
Growth
Projects expected to contribute incremental 25-30% to topline by FY29. FY27 revenue guidance maintained at 15-20% growth.
Outlook
INR 500 Cr capex funded by internal accruals; Ibuprofen expansion commercialized by Dec 2027; CDMO facility live by Q3 FY27.
Risks
Pricing volatility in APIs like Paracetamol; long regulatory lead times for CDMO and formulations facilities.
Last quarter's promises, checked
Delivered
- Guided Q4 Rev INR 528 Cr+ → delivered INR 619 Cr (= BEAT)
- Guided Q4 EBITDA INR 68 Cr+ → delivered INR 94 Cr (= BEAT)
- Guided Q4 PAT INR 32 Cr+ → delivered INR 53 Cr (= BEAT)
Partly delivered
- Guided FY26 Capex ~INR 200-250 Cr → delivered INR 160 Cr (= 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
All →IOL Chemicals and Pharmaceuticals Regulatory Approval
IOL Chemicals and Pharmaceuticals Limited received EU-REACH registration for its product 'Triacetin', enabling the company to export this product to countries in the European Union.
IOL Chemicals and Pharmaceuticals Other Announcement
IOL Chemicals and Pharmaceuticals Limited informed the Exchange about the dispatch of reminder letters to shareholders holding physical shares for updating their KYC details.
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
- ₹350.0 Cr
- Execution
- December 2027
- manufacturing capacity
- 6000.0 MTPA
IOL Chemicals and Pharmaceuticals Capacity Expansion: ₹495 Cr Investment
IOLCP announces three capacity expansions at Barnala: 6,000 MTPA Ibuprofen unit, CDMO formulation facility, and specialty chemicals tolling plant. Total investment ₹495 Crore funded via internal accruals.
- Value
- ₹495.0 Cr
- ibuprofen manufacturing capacity
- 6000 MTPA
IOL Chemicals and Pharmaceuticals Annual General Meeting
IOL Chemicals and Pharmaceuticals Limited held its 39th Annual General Meeting on September 2, 2026. Members approved the audited financial statements and director re-appointment with requisite majority.
IOL Chemicals and Pharmaceuticals Earnings Call Transcript: Key Takeaways
IOL delivers a strong Q1FY27 beat driven by a 67% revenue jump in non-ibuprofen APIs and improved operating leverage.
- Call
- Guides 20% growth