Investor Presentation
IOLCP · price
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IOL Chemicals & Pharmaceuticals reported strong Q4 FY26 results with revenue of ₹619.5 Cr (up 17.4% YoY) and PAT of ₹53.2 Cr (up 68.2% YoY), with PAT margin expanding to 8.6% from 5.9% a year ago. For full year FY26, revenue stood at ₹2,319.1 Cr (11.5% growth) with PAT of ₹137.7 Cr (36.4% growth) and EBITDA margin improving to 12.4% from 10.7% in FY25. The company is the largest global producer of Ibuprofen with 12,000 MTPA capacity and complete backward integration. It has been strategically shifting towards non-Ibuprofen APIs — the share of non-Ibuprofen in the pharma segment grew from 18% in FY21 to 37% in FY26. The company operates 11 dedicated manufacturing units, holds 14 USFDA DMFs and 21 EDQM CEPs, exports to 80 countries, and has purchased 101 acres for future expansion. EBITDA grew 39.8% YoY in Q4 and 29.3% for FY26, driven by product mix improvement and backward integration benefits. Net operating cash flow was ₹214.4 Cr in FY26.
Strong margin expansion and robust PAT growth indicate improving operational efficiency driven by backward integration and a favorable product mix shift towards higher-value non-Ibuprofen APIs. The 101-acre land acquisition signals significant future expansion capacity.