IOL Chemicals and Pharmaceuticals Limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

IOL Chemicals & Pharmaceuticals reported strong Q2 FY26 financials, with revenue up 7.9% YoY to INR567.5 Cr, EBITDA surging 33.3% to INR64 Cr (11.1% margin), and PAT growing 56.7% to INR30 Cr. A temporary INR7-8 Cr fuel cost impact from Punjab floods slightly hit margins, expected to normalize in Q3. Management targets 13-14% EBITDA for H2 FY26 and 10-15% annual revenue growth. The new paracetamol facility reached 55% utilization, aiming for 65% by March end. The company is strategically diversifying into non-Ibuprofen APIs and expanding its export footprint, including a new UK subsidiary for customer engagement. The recent EU GMP audit concluded with only suggestions. Management expresses confidence in sustainable growth and margin improvement through automation and backward integration.