India Glycols Limited — PPTs, 12-02-2026: Investor Presentation

IGL reported a strong quarter with record net revenue and EBITDA. For Q3, net revenue grew 13% to ₹1,102 Cr, and EBITDA surged 36.1% to ₹176 Cr. 9MFY26 saw net revenue rise 11.4% to ₹3,235 Cr, with EBITDA up 28.9% to ₹487 Cr. Bio-Fuel and Potable Spirits drove revenue growth, while Bio-based Specialties and Performance Chemicals (BSPC) showed impressive EBITDA expansion.

The company's strategy includes premiumisation and regional expansion in Potable Spirits, leveraging its own ethanol production advantage. Future growth is also expected from a robust pipeline of new performance chemicals and ongoing green chemistry R&D.

Key recent developments include a significant corporate restructuring, demerging Bio Pharma and Spirits & Biofuel into separate listed entities, effective April 1, 2026. A preferential allotment raised ₹467 Cr, contributing to a total debt reduction of ₹582 Cr.

Management is optimistic about sustaining positive performance, expecting continued benefits in BSPC and value creation from the demerger through clearer business focus and independent growth for each segment.