India Glycols Limited has informed the Exchange about Investor Presentation
INDIAGLYCO · price
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Awaiting price reaction for this filing.
India Glycols shared its Q4 & FY25 investor presentation showing FY25 net revenue of ₹3,768 Cr, up 14.4% YoY, with EBITDA rising 22.8% to ₹525 Cr and PAT growing 33.5% to ₹231 Cr. Q4FY25 saw EBITDA margin surge 532 bps to 17.1% and PAT up 51.7% to ₹64 Cr, driven by strong margin expansion in Potable Spirits (EBIT margin up 471 bps to 22.0%) and Bio-Fuel revenue doubling to ₹1,044 Cr. The company won ethanol supply allocation of 18.06 crore liters worth ~₹1,264 Cr under the Ethanol Blending Programme, and plans to expand Gorakhpur capacity to 190 KLPD by Q1 FY26. A proposed restructuring will demerge the Spirits, Bio-Fuel, and Bio-Pharma businesses into two separate listed entities (IGL Spirits Limited and Ennature Bio Pharma Limited). The Ennature Biopharma segment faced margin pressure due to softer international demand and competition in nicotine pricing.
Strong margin expansion in core segments and a multi-year ethanol supply win are positive signals for revenue visibility, while the proposed demerger could unlock value by allowing focused investor participation in each business vertical. However, margin pressure in the Bio-Pharma segment and rising debt-to-equity (0.80x from 0.64x) warrant monitoring.