ALFA Finder| Revenue guidance | 15.0% → 25.0% Raised by 10.0 percentage points |
|---|---|
| Management target | Revenue 25.0% FY27 |
| Revenue growth | 40% YoY growth, driven by pharma and chemicals performance. |
|---|---|
| Margins | EBITDA margin improved to 14.4% from 11.2% YoY. |
| Order book | Phama order book typically spans 4-6 quarters. |
| Demand visibility | Strong demand in non-Ibuprofen portfolio and international markets. |
| Management confidence | Confident, highlighting strategic shifts toward high-margin CDMO and specialty chemicals. |
Growth
Revenue grew 40% YoY; non-Ibuprofen APIs surged ~70%, now contributing 45% of pharma revenue.
Outlook
Management raised full-year growth guidance to 25%+ revenue and aims for 15-17% sustainable EBITDA.
Risks
Rising acetic acid prices and volatile raw material costs pose margin risks.
Last quarter's promises, checked
Delivered
- Guided FY27 revenue growth 15-20% → Q2 revenue +40% YoY, quarterly not full-year (= BEAT)
- Guided margins 'more or less the same' → EBITDA margin 11.2% → 14.4% YoY (= BEAT)
Partly delivered
- Guided CDMO soft customer commitments → now 'developing partnerships' with 2-3 customers, none confirmed (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: IOLCP. Summary written with AI assistance from the document.
IOL Chemicals and Pharmaceuticals Ltd: key numbers
- Share price
- ₹183.29
- Market cap
- ₹5,380 Cr
- Revenue (annual)
- ₹2,319 Cr
- Net profit (annual)
- ₹137.6 Cr
- P/E (TTM)
- 26.5×Sector 43.0×
- Promoter holding
- 62.28%+0.00% QoQ
- FII holding
- 7.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IOL Chemicals and Pharmaceuticals Ltd
All →IOL Chemicals and Pharmaceuticals Investor Presentation: Key Takeaways
Q2 FY27 revenue INR795 cr (+40% YoY), EBITDA INR115 cr (14.4% margin), PAT INR65 cr (+117%). Management now guides ~25%+ FY27 revenue growth.
- Call
- Guides 25% growth
IOL Chemicals and Pharmaceuticals Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹795 Cr (+40.1% YoY), EBITDA ₹114.9 Cr (14.4% margin), PAT ₹65 Cr (+116.8%). H1 revenue ₹1,551 Cr (+38.6%). Pivoting to high-value APIs with ₹495 Cr capex plan.
IOL Chemicals and Pharmaceuticals Results Update
IOL Chemicals reported record quarterly revenue, EBITDA and profit for Q2 FY27 and half-year results. Standalone growth was strong, with margins expanding year-on-year.
IOL Chemicals and Pharmaceuticals Q2 FY27 Results: Net Profit ₹65.1 Cr, Up 117.0% YoY
IOL Chemicals and Pharmaceuticals Ltd reported revenue from operations of ₹795 Cr (+40.1% YoY) and net profit of ₹65.1 Cr (+117.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹65.1 Cr · +117.0% YoY
IOL Chemicals and Pharmaceuticals Board Meeting Date
IOL Chemicals scheduled its board meeting for 30 Oct 2026 to consider unaudited Q1/H1 results. Trading window remains closed until 2 Nov 2026.
IOL Chemicals and Pharmaceuticals Other Announcement
The company submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, in compliance with SEBI regulations.