INDIAGLYCOBSEIndia Glycols LtdMediumNeutral
Announced Mon, 18 May · 14:52 IST

Please find attached

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

INDIAGLYCO · 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
-1.8%1-day move
₹1016.00
prior close
₹1009.40
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.3+0.1-0.0-0.0-1.8-2.1-2.4-3.1-1.0-1.4-4.0-5.3+12.4
Up moveDown movePending
AI summary

India Glycols delivered strong FY26 performance with Net Revenue of ₹4,211 Cr (+11.8% YoY), EBITDA of ₹654 Cr (+24.5% YoY), and PAT of ₹293 Cr (+26.8% YoY). Q4FY26 also showed robust growth with PAT up 35.7% YoY. Finance costs declined sharply to ₹26 Cr in Q4FY26 from ₹45 Cr in Q4FY25 due to debt reduction via preferential allotment and internal accruals. Cash generation from operations surged to ₹769 Cr, up 112.4% YoY. The company proposed a major restructuring to demerge into three separate listed entities: IGL (chemicals), IGL Spirits (spirits & bio-fuel), and Ennature Bio Pharma (biopharma). NCLT has admitted the demerger scheme with next hearing on May 21, 2026.

Likely market impact

Strong operational performance with margin expansion (EBITDA margin up 162 bps to 15.5%) and significant debt reduction position the company well. The proposed demerger could unlock value by creating focused businesses. Shareholders will receive shares in all three entities post-restructuring with promoters holding 59.63% in each.