ALFA Finder| 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
- ₹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.