IOL Chemicals and Pharmaceuticals Limited — PPTs, 21-05-2026: Investor Presentation

IOL Chemicals & Pharmaceuticals (IOLCP) reported strong Q4 & FY26 financial results. Q4 revenue grew 39.8% YoY to ₹619.5 Cr, with PAT up 68.2% YoY to ₹53.2 Cr. For FY26, revenue increased 11.5% YoY to ₹2,319.1 Cr and PAT rose 36.4% YoY to ₹137.7 Cr. Both Pharmaceutical (60% of revenue) and Specialty Chemicals segments drove this growth.

IOLCP is diversifying beyond Ibuprofen, with non-Ibuprofen APIs now 37% of pharma revenue and targeted for further expansion. Backward integration for key raw materials is a strategic priority. FY26 saw significant capacity boosts for Ethyl Acetate (1.2 lakh MTPA), Acetic Anhydride (32,000 MTPA), Paracetamol (10,800 MTPA), and Pantoprazole (276 MTPA). A 101-acre land acquisition and ANVISA, Brazil GMP approval for all 10 API units support future growth and export potential.

Management expects continued revenue and margin expansion from non-Ibuprofen APIs and rising exports to regulated markets (14 DMFs, 21 CEPs). FY26 EPS grew to ₹4.69 (from ₹3.44). EBITDA for FY26 was ₹290.4 Cr (12.4% margin). A low Debt to Equity Ratio of 0.08 highlights financial stability.