IOL Chemicals and Pharmaceuticals Limited has informed the Exchange about Transcript
IOLCP · price
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IOL Chemicals and Pharmaceuticals reported Q3 FY26 revenue of INR580 crores, up 10.9% year-on-year, with EBITDA rising 22.8% to INR62.6 crores and EBITDA margin improving to 10.7% from 9.7% last year. For the 9-month period, revenue grew 9.6% to INR1,699.6 crores and EBITDA grew 24.8% to INR196.1 crores, with margin expanding to 11.4% from 10%. Pharma contributed 61% of revenue (INR356 crores) and chemicals 39% (INR224 crores). The company declared a 50% interim dividend but missed its earlier H2 EBITDA margin guidance of 13-14% due to higher rice husk fuel costs, revising guidance to 11-12%. Management guided Q4 FY26 revenue of about INR600 crores with margin around 11%, and FY27 revenue growth of 10-15% with bottom-line growth of 15-20%, supported by capex of INR150-200 crores and a target of INR2,700 crores revenue by FY27.
Shareholders saw steady revenue and margin growth with a healthy dividend, but the downward revision of margin guidance due to fuel cost pressure may temper near-term optimism. The FY27 growth targets and capacity expansion plans, including new land and minoxidil commercialization, signal continued momentum, though investors should watch fuel cost trends and paracetamol pricing as key risks.