IOL Chemicals Q4 FY26: Revenue up 17.4% to ₹619 Cr, PAT surges 68% to ₹53 Cr
IOL Chemicals reported Q4 FY26 revenue of ₹619 Cr, up 17.4% YoY, and PAT surged 68% to ₹53 Cr. For FY26, revenue was ₹2,319 Cr (up 11.5%) and PAT ₹138 Cr (up 36%). The company plans a ₹1,200-1,400 Cr greenfield project over 4-5 years.
The announcement details significant financial growth, improved profitability margins, and substantial future investment plans for expansion. These are material positive developments for the company's stakeholders, indicating strong performance and growth potential.
The company reported strong year-on-year growth in revenue and profit for both the quarter and the full fiscal year. Significant improvements in EBITDA and PAT margins, along with positive future guidance and strategic expansion plans, indicate a positive financial performance and outlook.
IOL Chemicals and Pharmaceuticals Limited (IOLCP) announced its financial results for the fourth quarter and full year ended March 31, 2026. The company reported a strong top-line performance in Q4 FY26 with revenue from operations at ₹619 crore, a year-on-year growth of 17.4% compared to ₹528 crore in the corresponding quarter of the previous year.
For the full fiscal year FY26, revenue stood at ₹2,319 crore, marking an 11.5% increase year-on-year. The operating profit (EBITDA) for Q4 FY26 was ₹94 crore, up nearly 40% from ₹68 crore in Q4 FY25, with EBITDA margins improving by 251 basis points to 15.2%. For the full year, EBITDA grew by approximately 29% to ₹290 crore, and the margin improved to 12.4% from 10.7% in FY25.
The company's profit after tax (PAT) for Q4 FY26 was ₹53 crore, a significant 68% increase from ₹32 crore in the same quarter last year, with PAT margins improving by 262 basis points to 8.6%. For the full year FY26, PAT increased by about 36% to ₹138 crore.
IOLCP incurred a capital expenditure of around ₹160 crore in FY26 for capacity expansion, operational improvements, and infrastructure enhancement, funded entirely through internal accruals. The company anticipates mid-to-high teens revenue growth and gradual improvement in EBITDA margins over the medium term.
A new greenfield project is planned with a total outlay of ₹1,200 crore to ₹1,400 crore, expected to be developed in a phased manner over the next four to five years, with an annual capex of ₹200 crore to ₹250 crore.
The company's pharmaceutical segment saw strong traction in non-Ibuprofen APIs like Paracetamol, Metformin, Clopidogrel, and Pantoprazole. The chemical business also performed well, with capacity enhancements in ethyl acetate and acetic anhydride, and the commissioning of Triacetin. Management expressed confidence in maintaining leadership in Ibuprofen globally and expects the current margin levels to sustain for at least the next one to two quarters, driven by operational efficiencies and capacity utilization.
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