Stock Report

IOL Chemicals and Pharmaceuticals Delivers Strong Q1 FY27 Results with 89.9% YoY PAT Surge to ₹64.5 Crore

Posted On : 2026-08-10 22:34:11( TIMEZONE : IST )

IOL Chemicals and Pharmaceuticals Limited has reported its standalone financial results for the first quarter ended June 30, 2026 (Q1 FY27), demonstrating strong top-line momentum and significant expansion in profitability.

Robust Top-Line Growth

Revenue from Operations: Reached ₹756.3 crore in Q1 FY27, recording a sharp year-on-year (YoY) increase of 37.1% compared to ₹551.7 crore in Q1 FY26. On a sequential basis, revenue expanded 22.1% quarter-on-quarter (QoQ) over ₹619.5 crore in Q4 FY26. For full-year FY26, total revenue from operations stood at ₹2,319.1 crore.

Expanding Operating & Net Profitability

Operating Performance (EBITDA): Operating EBITDA for Q1 FY27 climbed 60.7% YoY to ₹111.7 crore against ₹69.5 crore in Q1 FY26. Sequentially, EBITDA grew 18.5% over ₹94.3 crore reported in Q4 FY26. Full-year FY26 EBITDA was ₹290.4 crore.

EBITDA Margin: Stood at 14.6% in Q1 FY27, expanding 220 basis points YoY from 12.4% in Q1 FY26. Sequentially, EBITDA margin adjusted slightly from 15.2% in Q4 FY26, while the full-year FY26 EBITDA margin stood at 12.4%.

Profit After Tax (PAT): Net profit nearly doubled, surging 89.9% YoY to ₹64.5 crore for Q1 FY27 compared to ₹34.0 crore in the year-ago quarter. PAT grew 21.2% QoQ against ₹53.2 crore reported in Q4 FY26. Full-year FY26 PAT stood at ₹137.7 crore.

PAT Margin: Improved to 8.4% in Q1 FY27, widening by 230 basis points YoY from 6.1% in Q1 FY26 and up from the full-year FY26 PAT margin of 5.9%. On a sequential basis, PAT margin stood close to the 8.6% recorded in Q4 FY26.

Commenting on the performance, Mr Vikas Gupta, Joint Managing Director said, "We have commenced FY27 with a record quarterly performance, delivering our highest-ever revenue. This performance is particularly encouraging given the backdrop of geopolitical uncertainties, supply chain disruptions, and inflationary pressures across select raw materials. Healthy growth and year-on-year margin expansion were supported by improved capacity utilisation, favourable product mix and operational efficiencies.

Our Pharmaceuticals business remained a key growth driver, with revenue increasing 43% YoY and EBIT growing 72% YoY. Non-Ibuprofen products contributed 43% of Pharma revenue in Q1 FY27, up from 36% a year ago, led by healthy demand across Paracetamol, Pantoprazole, Metformin, Fenofibrate and other APIs. Paracetamol capacity utilisation also improved to 65% from 60% in the previous quarter.

The Chemicals business delivered 29% YoY revenue growth and 193% YoY EBIT growth, supported by improved operational efficiencies, disciplined and efficient raw-material procurement, better realisations and higher exports.

Our overall export performance continued to strengthen, with exports contributing 28.5% of revenue compared with 24.4% in Q1 FY26, reflecting growing traction across international markets. We are also pleased to share that our Clopidogrel API product has received NMPA approval in China, in addition to our valid CEP, further expanding our access to the Chinese pharmaceutical market.

Going forward, we remain focused on scaling our portfolio, improving product mix, enhancing capacity utilization, and expanding our presence across value-added APIs and specialty chemicals. We remain confident of building on this momentum and delivering sustainable long-term growth."