IOLCPNSEIOL Chemicals and Pharmaceuticals Limited· PharmaceuticalsMediumNeutral
Announced Thu, 21 May · 17:51 IST

IOL Chemicals and Pharmaceuticals Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

IOLCP · 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
+2.8%1-day move
₹121.11
prior close
₹121.05
base price
After-mkt
timing
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-0.5-1.4-1.2-1.5+2.8+13.0+8.2+5.9+3.7+8.9+10.1+7.8+22.2
Up moveDown movePending
AI summary

IOL Chemicals reported Q4 FY26 revenue of ₹619.5 crore (up 17.4% YoY) with PAT of ₹53.2 crore (up 68.2% YoY) and EBITDA margin of 15.2%, showing strong sequential and year-on-year improvement. FY26 full-year revenue stood at ₹2,319.1 crore (up 11.5% YoY) with PAT of ₹137.7 crore (up 36.4% YoY) and EBITDA margin of 12.4%, up from 10.7% in FY25. The company is pivoting toward higher-value non-Ibuprofen APIs, with that share rising from 18% (FY21) to 37% (FY26). Key new capacities include Paracetamol at 10,800 MTPA, Ethyl Acetate at 1,20,000 MTPA, and Acetic Anhydride at 32,000 MTPA. The company holds 21 CEPs with EDQM, 14 DMFs with USFDA, and has 9 products in the pipeline. Debt-to-equity ratio is a lean 0.08, and operating cash flow for FY26 was ₹214.4 crore. A new 101-acre land acquisition on the Chandigarh-Bathinda Highway is planned for future expansion.

Likely market impact

Strong margin expansion and growing non-Ibuprofen API mix signal improving earnings quality; the aggressive capacity buildout and lean balance sheet position the company well for sustained double-digit growth, though investors should monitor working capital as inventories and receivables grow with scale.