India Glycols Limited — PPTs, 18-05-2026: Investor Presentation

IGL delivered strong financial performance in FY26, with Net Revenue up 11.8% to ₹4,211 Cr, EBITDA up 24.5% to ₹654 Cr, and PAT climbing 26.8% to ₹293 Cr, resulting in an EPS of ₹46.0 (+23.3% YoY). Q4FY26 also saw robust growth, with Net Revenue up 13.1% to ₹976 Cr and PAT surging 35.7% to ₹87 Cr. Potable Spirits (revenue +14.4% YoY) and Bio-Fuel (revenue +40.9% YoY) were key segments driving this growth. BSPC improved EBIT margins by focusing on high-margin performance chemicals, while Ennature Biopharma saw a Q4 revenue recovery despite overall margin pressures.

Strategic initiatives include expanding premiumization in Potable Spirits (Amrut brand, Single Malt) and building the performance chemicals portfolio. The company employs a "3x3 strategy" for cost-effective ethanol sourcing and a strong R&D focus on Green Chemistry for new bio-based products. A proposed restructuring will demerge businesses into three distinct entities for clear focus and value creation.

Recent highlights include a significant 112.4% surge in FY26 cash generation from operations to ₹769 Cr and reduced finance costs due to debt repayment. Management anticipates continued strong performance, leveraging its diverse portfolio and operational strengths, with Bio-Pharma expected to grow and potential for increased ethanol blending.