IOL Chemicals and Pharmaceuticals Limited — Q1FY27 earnings call summary

Filed 13 August 2026 · Company audio recording

Q1 FY27 EBITDA margin improved to 14.6% from 12.4% YoY, driven by higher capacity utilization, better product mix, operational efficiency, and stronger non-IBU API demand
Paracetamol capacity utilization expected to rise from 55% to ~70% by FY27-end
FY28 guidance subject to change based on evolving market conditions and demand environment
FY27 revenue growth guidance: 15-20%, EBITDA margin 14-15%, export contribution ~25-30%
FY28 plan: 15-20% revenue growth, EBITDA margin 15-17% (subject to current scenario)
Q1 FY27 revenue Rs. 756 Cr (+37% YoY), EBITDA Rs. 111 Cr (+60.7%), PAT Rs. 64.5 Cr (+89.9%)
Non-IBU API portfolio to reach ~50-55% of pharma revenue by FY29 with margins comparable to IBU
Focus on scaling diversified API portfolio, improving capacity utilization, and expanding regulated market presence