IOL Chemicals & Pharmaceuticals Ltd — earnings calls

IOL Chemicals and Pharmaceuticals reported Q1 FY27 revenue of Rs 756 crore, up 37% year-on-year, with EBITDA of Rs 111 crore and PAT of Rs 64.5 crore. Management attributed the growth to higher capacity utilization, an improved product mix, and continued diversification of the API portfolio beyond ibuprofen, with non-ibuprofen products now contributing 43% of pharmaceutical revenue versus 36% a year earlier. Exports rose to 28.5% of revenue from 24.4%, and management reiterated FY27 guidance of 15-20% revenue growth with an EBITDA margin of 14-15%.

IOL Chemicals and Pharmaceuticals reported its highest-ever quarterly revenue in Q4 FY26 at Rs 619 crore, up 17.4% year-on-year, with EBITDA growing nearly 40% to Rs 94 crore and margin improving to 15.2%. For the full year, revenue rose 11.5% to Rs 2,319 crore, EBITDA increased around 29% to Rs 290 crore, and profit after tax grew about 36% to Rs 138 crore. Management attributed the improvement to operational efficiencies, improved product mix, higher capacity utilisation across ibuprofen and non-ibuprofen APIs, and price increases in the chemical business.