IOL Chemicals and Pharmaceuticals Limited — Q2FY27 earnings call summary

• Ibuprofen capacity expansion from 12,000 to 18,000 MTPA targeted for FY28 commissioning
• Capex INR250 Cr planned for FY27; half spent in H1, balance in H2
• Order book for key APIs typically 4-6 quarters with cost pass-through clauses
• Q2 FY27 EBITDA INR115 Cr +80% y-y; margin 14.4% (+321 bps y-y); H1 EBITDA INR227 Cr +70% y-y, margin 14.5%
• Expect FY27 revenue growth ~25%+ with EBITDA margin 14-15%
• Sustainable EBITDA margin target 15-17% by FY29
• No change in guidance; confident of surpassing 25% revenue growth and 14-15% EBITDA margin
• Q2 FY27 revenue INR795 Cr +40% y-y; H1 FY27 revenue INR1,551 Cr +39% y-y

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