IGPLNSEIG Petrochemicals Limited· PetrochemicalsMediumNeutral
Announced Thu, 21 May · 11:01 IST

IG Petrochemicals Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

IGPL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.7%1-day move
₹436.00
prior close
₹436.60
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.0-0.1-0.3-0.2-0.7+2.3-0.4+2.1-3.6+1.1-0.2+2.8-2.9
Up moveDown movePending
AI summary

IG Petrochemicals reported Q4 FY26 revenue of Rs. 530 crores (up 9.2% YoY) with EBITDA of Rs. 75 crores, showing strong sequential recovery as EBITDA margin improved to 14.1% from 11.1% in Q4 FY25. However, full-year FY26 performance shows significant decline: revenue fell 12.5% to Rs. 1,954 crores, EBITDA dropped 47.5% to Rs. 130 crores, and EBITDA margin contracted to 6.7% from 11.1% in FY25, primarily due to elevated raw material prices and geopolitical headwinds. PAT for FY26 declined 79.4% to Rs. 23.2 crores. The company achieved mechanical completion of its Plasticizer plant (100,000 MT capacity) in March 2026 and its CBG plant is on track for completion by Q2 FY27. The Board recommended a dividend of Rs. 5 per share. IGPL maintains ~50% market share in India's PAN market and is India's sole Maleic Anhydride producer.

Likely market impact

The stock may see mixed reaction - Q4 recovery is positive but full-year margin compression and near 80% PAT decline raise concerns about profitability sustainability amid raw material cost pressures. New capacity additions (Plasticizer, CBG) offer long-term growth potential.