Outcome of Board Meeting and submission of Audited Financial Results
IOLCP · price
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IOL Chemicals & Pharmaceuticals reported FY2026 standalone revenue of ₹2,319 crore, up ~11.5% YoY from ₹2,079 crore. PAT grew strongly to ₹137.7 crore vs ₹101 crore (prior year), a ~36% increase, driven by both pharmaceutical (₹1,396 crore, +15%) and chemical (₹1,161 crore, +8%) segments. Q4 standalone PAT was ₹53.2 crore, more than double Q4 FY2025's ₹20.6 crore. EBITDA margin remained flat YoY at ~11.9%. Statutory auditors issued an Unmodified Opinion with no going concern or qualification flags. An exceptional item of ₹11.21 crore was recognized due to retrospective past service cost under the new Labour Codes notified in November 2025. The board also approved capacity expansions: Triacetin (new product, 6,000 MTPA, ₹16.88 crore capex) and Pantoprazole (increased from 240 to 276 MTPA, ₹5.87 crore capex), both funded through internal accruals.
Strong bottom-line growth of ~36% in FY2026 PAT is positive for investors. The exceptional item from labour code amendments is a one-time charge and non-cash in nature. Unmodified auditor opinion and positive operating cash flow of ₹214 crore signal financial health. The capacity expansions, especially into Triacetin with diversified end-use applications (food, pharma, cosmetics, industrial), could drive future revenue growth.