IOL Chemicals and Pharmaceuticals Limited share price

NSE: IOLCP · ISIN INE485C01029

Key numbers

Market cap
₹ 5,994 Cr
Current price
₹ 204.19
52-week high / low
₹ 219 / 67
Stock P/E
35.7
Book value
₹ 61.3
Dividend yield
0.49%
ROCE
10.4%
ROE
7.9%
Debt to equity
0.08
Sales growth (3 yrs)
1.6%
Profit growth (3 yrs)
-0.4%
1-year return
78.3%

About IOL Chemicals and Pharmaceuticals Limited

IOL Chemicals and Pharmaceuticals Limited manufactures and sells pharmaceutical and chemical products in India and internationally. It operates through two segments: Pharmaceuticals and Specialty Chemicals. The Chemical segment offers ethyl acetate, iso butyl benzene, acetyl chloride, mono chloro acetic acid, and acetic anhydride to the food processing, flexible packaging, pharmaceuticals, textiles, ink, paint, plasticizers and ploymers, and chemical intermediates industries. The Pharmaceutical segment provides active pharmaceutical ingredients, such as ibuprofen, metformin, fenofibrate, lamotrigine, clopidogrel bisulphate, pantoprazole sodium, ursodeoxycholic acid, losartan potassium, gabapentin, levetiracetam, and paracetamol. Its active pharmaceutical ingredients are used for the treatment of anti-inflammatory, analgesic and antipyretic, anti-diabetic, antiplatelet, anti-cholesterol, anti-convulsant, anti-epileptic, anti-hypertensive, and anti-cholelithic, as well as proton pump inhibitor. IOL Chemicals and Pharmaceuticals Limited was incorporated in 1986 and is based in Ludhiana, India.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales552568580619756
Operating profit62575792103
Net profit3430215364
EPS (₹)1.161.020.701.812.19

Concall summary (2026-09-17)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • The facility has received the EU GMP certification, and commercialization is expected during Q3 FY27.
  • Collectively, these initiatives are expected to contribute an incre mental 25% to around 30% to our top line over the coming years.

Growth & demand

  • We are pleased to connect with you following the recent announcemen ts regarding three strategic growth initiatives, involving a proposed investment of approximately INR500 crores.
  • Second, we have established a new CDMO facility with a capacity of approximately 1,500 million tablets per annum or equivalent volume of Direct Compressible Grade.

Margins & costs

  • Revenue is around 1.75x of the investment at peak utilization value, what we foresee.
  • But again, this is something around one point -- I mean 1x to 1.25x on an average basis, considering approximately 90% utilization.

Capex & expansion

  • First, we are expanding our Ibuprofen capacity by 6,000 MTPA, taking our total capacity to 18,000 MTPA.
  • The new facility will be a fully backward integrated, leveraging one of IOL's key competitive strengths, and is expected to be commissioned by December 2027.

Risks & challenges

  • These statements are not a guarantee of our future pe rformance and involve unforeseen risks and uncertainties.
  • So, probably, there is no challenge with respect to making of the product, but yes, the regulatory process will take its own time.

Peers in Drug Manufacturers - Specialty & Generic

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