IOL Chemicals Q2 and H1 FY26 earnings call transcript filed
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Q2 FY26 revenue grew 7.9 percent YoY to INR567.5 cr, EBITDA up 33.3 percent at INR64 cr with margins at 11.1 percent (up 212 bps), PAT up 56.7 percent to INR30 cr. Sequential profit dip from Punjab flood-related fuel cost hit of INR7-8 cr. Management guides 10-15 percent annual revenue growth, EBITDA margin of 13-14 percent rising to 15 percent by FY27, with FY27 revenue target of INR2,600-2,700 cr. Paracetamol plant at 55-60 percent utilisation, capex of INR150-200 cr annually. EU GMP audit concluded with no major observations.
Management reaffirmed margin expansion roadmap and FY27 revenue target despite near-term fuel cost hit, supporting steady growth outlook for shareholders.