IOL Chemicals and Pharmaceuticals Limited — Investor Meet, 28-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IOL Chemicals reported strong Q4 FY26 results: revenue at INR 619 Cr (+17.4% YoY), EBITDA at INR 94 Cr (+40%, 15.2% margin), and PAT at INR 53 Cr (+68%). FY26 revenue reached INR 2,319 Cr; PAT surged 36%. Management forecasts mid-to-high teen revenue growth for FY27 with 14-14.5% EBITDA margins. Strategic focus includes non-Ibuprofen API expansion and optimizing capacity utilization, notably Paracetamol’s new plant (aiming 70-75% in FY27). A new 100-acre site will see INR 1,200-1,400 Cr capex over 4-5 years, funded internally. Management is confident about sustained growth.