IOL Chemicals and Pharmaceuticals Limited — Q1FY27 earnings call summary

• New CDMO facility with 1,500 mn tablets capacity, EU GMP certified, commercializing Q3 FY27
• Initiatives expected to add 25-30% incremental top line by FY29
• Ibuprofen asset turns ~1.75x; optimal utilization >80% by FY29
• CDMO margins expected better than API; optimal utilization in 18-24 months
• ROCE from projects expected ~15% at steady state
• Ibuprofen capacity expansion by 6,000 MTPA to 18,000 MTPA, commissioning by Dec 2027
• Capex funded fully from internal accruals; 30% already spent
• Ibuprofen prices stable; backward integration controls raw material cost

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