IG Petrochemicals Limited has informed the Exchange about Presentation
IGPL · price
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IG Petrochemicals submitted its Investor Presentation for Q1 FY26, reporting a sharp decline in performance. Total revenue fell 19% year-on-year to Rs 480.9 crores, while EBITDA collapsed to Rs 13 crores from Rs 71.4 crores a year ago, pushing EBITDA margin down to just 2.7% from 12%. The company slipped into a loss with a PAT of negative Rs 8.2 crores versus a profit of Rs 35.4 crores in Q1 FY25, and EPS turned negative at Rs -2.67. Management attributed the weakness to mark-to-market losses of Rs 15.3 crores, rupee depreciation, compressed margins, and lower production/sales. The company reaffirmed its expansion plans: the 75,000-ton plasticizer plant is on track for December 2025, the CBG plant is targeted for April 2026, and a new pyrolysis oil facility has been awarded. Export contribution stood at about 7% and non-PAN revenue was steady at Rs 35 crores.
The dramatic margin compression and swing to a quarterly loss are likely to weigh on the stock in the near term, even as the company's market leadership in Phthalic Anhydride and upcoming downstream projects (plasticizer, CBG, pyrolysis) provide a longer-term growth narrative. Investors will watch the next two quarters closely to see if margin pressures persist or improve as new capacities come online.