IOL Chemicals and Pharmaceuticals Limited — Q1FY27 Earnings Call Summary

IOLCP · Q1FY27 · Filed 20 Aug 2026

Key Takeaways

• Q1 FY27 revenue INR756 Cr +37% y-y; EBITDA INR111 Cr +60.7% y-y; PAT INR64.5 Cr +89.9% y-y
• FY27 guidance: 15-20% revenue growth, EBITDA margin 14-15%, exports 25-30% of revenue
• Broad-based pharma growth driven by higher capacity utilization (80-95%) and operational efficiency
• Chemical segment margins improved; capacity increased for ethyl acetate and acetic anhydride
• Capex ~INR200 Cr annually; 60% for expansion/new products, 40% for efficiency
• Management confident in sustaining growth and margin expansion; no material one-offs in Q1
• Non-ibuprofen pharma products grew 67% y-y, contributing 43% of pharma revenue vs 36% last year
• Export revenue rose to 28.5% of total; NMPA approval for clopidogrel in China expands market
• New product Triacetin started production; revenue potential ~INR120 Cr/year

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.