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IOL Chemicals

Q2 FY26Pharmaceuticals & Biotechnology

IOL Chemicals Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹195
Market cap₹5.7K Cr
P/E32.4
Updated16 Oct 2026
Read4 min read

The short version

Targeting 10% to 15% increase in revenue for FY '27, aiming INR 2,600 to INR 2,700 crores. Targeting 10% to 15% revenue growth for FY '27, aiming for INR 2,600 to INR 2,700 crores.

From IOL Chemicals's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Targeting 10% to 15% increase in revenue for FY '27, aiming INR 2,600 to INR 2,700 crores.
  • Expect volume growth driven primarily by non-Ibuprofen APIs and ramp-up of paracetamol capacity.
  • Anticipate reaching 50:50 revenue mix between Ibuprofen and other pharmaceutical products in coming years.
  • Planning steady volume recovery in Chemicals segment despite subdued pricing.
  • New paracetamol facility utilization expected to reach about 65% capacity by March 2026.
  • Focus on expanding exports and regulated market presence via new product pipelines and regulatory engagement.
  • EBITDA margin projected to improve to 13% to 15% with better efficiencies, automation, and backward integration.

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Profitability & Margins

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Capital Expenditure Plans

  • Capex guidance for FY '26 and FY '27 is INR 150 crores to INR 200 crores annually.
  • Current year capex includes growth capex, infrastructure, land acquisition, new software, and automation.
  • Maintenance and infra capex constitutes about 40%, while growth capex is around 60%.
  • INR 60 crores has been utilized in H1 FY '26, with about INR 100 crores planned for H2.
  • Strategic investments include expanding manufacturing capacities and investments in differentiated APIs.
  • Focus on automation, infrastructure upgrades, and scaling up the differentiated API pipeline.
  • Acquisition of land near Chandigarh-Bathinda Highway is in progress, with regulatory approvals expected in 2 quarters.

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Top-ranked in Pharmaceuticals & Biotechnology

Ranked on what management guided this quarter

Guidance-ranked
1KRM Ayurveda
Rev 1Mar 1
2Accretion Pha.
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

The transcript provided does not explicitly mention the current or expected order book or pending orders for IOL Chemicals and Pharmaceuticals Limited. However, some relevant insights related to order intake and production plans include: - The company is ramping up capacity utilization for new facilities, such as paracetamol, which reached 55% utilization in Q2 and is expected to hit 65% by March 2026. - Plans to produce Sartan products as and when orders are received indicate ongoing order intake. - The company is focusing on shifting from domestic to regulated markets to stabilize pricing and demand. - Management expressed optimism about volume growth in exports, especially for non-Ibuprofen APIs.

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IOL Chemicals — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹619 Cr, net profit ₹53 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What IOL Chemicals's management said in earlier quarters

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Frequently Asked Questions

What were IOL Chemicals Q2 FY26 results?

Targeting 10% to 15% increase in revenue for FY '27, aiming INR 2,600 to INR 2,700 crores. Targeting 10% to 15% revenue growth for FY '27, aiming for INR 2,600 to INR 2,700 crores.

What is IOL Chemicals share price analysis?

IOL Chemicals currently shows a neutral. The stock trades at a P/E of 32.4 with a market cap of ₹5,715 Cr. Investors should review the full earnings analysis for detailed insights.

Is IOL Chemicals planning capital expenditure?

Capex guidance for FY '26 and FY '27 is INR 150 crores to INR 200 crores annually.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.