IOL Chemicals & Pharmaceuticals reported its highest-ever quarterly revenue in Q4FY26, driven by cost optimisation and improved capacity utilisation. Revenue from operations stood at INR619 crore, a 17.4% increase from INR528 crore in the corresponding quarter of the previous year. Profit after tax (PAT) for the quarter surged 68% to INR53 crore, compared to INR32 crore in Q4FY25. The company's EBITDA for the quarter grew by 40% to INR94 crore, with margins expanding by 251 basis points to 15.2%.

Financial Performance

For the full financial year 2026, revenue from operations reached INR2,319 crore, representing an 11.5% year-on-year growth. Full-year EBITDA increased by 29% to INR290 crore, improving the margin to 12.4% from 10.7% in the previous year. PAT for FY26 rose by 36% to INR138 crore. The company incurred capital expenditure of INR160 crore during the year, funded entirely through internal accruals.

Operational Highlights

The pharmaceutical segment saw healthy traction in non-Ibuprofen APIs such as Paracetamol, Metformin, Clopidogrel, and Pantoprazole. The company launched Minoxidil and expanded Pantoprazole capacity during the year. The chemical business also delivered strong performance, with products like ethyl acetate and acetic anhydride running at near-full capacity utilisation of 98% to 100%. The recently commissioned Triacetin plant is expected to further strengthen integration and supply chain efficiencies.

Future Guidance

Looking ahead to FY27, the company expects mid to high-teens revenue growth and aims to achieve EBITDA margins in the range of 14% to 14.5%. Management indicated that capacity utilisation for Paracetamol is expected to rise to 75% in FY27. The company is also progressing with a greenfield project on 100 acres of land near Bathinda, with a total investment outlay estimated between INR1,200 crore and INR1,400 crore over the next four to five years.

IOL Chemicals & Pharmaceuticals has announced that it will hold an investor meet in accordance with Regulation 30. The meeting is scheduled for May 29, 2026. The company has not yet released specific details regarding the agenda or the participants who will be in attendance.

Meeting Details

The investor meet is a formal session organized by the company to engage with its investors and provide updates on its business operations. The disclosure was made to ensure compliance with regulatory requirements regarding timely information dissemination.

Regulatory Context

The announcement was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations. This regulation mandates listed companies to disclose any material events or information that could influence the decision-making of investors. Further details regarding the specific matters to be discussed are expected to be released in due course.