Loading…
← CockpitCompetitor Analysis › IOLCP.NS IOL Chemicals & Pharmaceuticals Ltd.Open in the cockpit ↗

IOL Chemicals & Pharmaceuticals Ltd.IOLCP.NSCompetitor analysis, valuation and peers

India · INR·Chemicals›Chemicals: Specialty
Momentum leader 94
Mkt cap
$569M
US dollars, full cap
Free float
28%
of shares outstanding
$/day
$4.40M
20-day average traded
Fwd P/E
21.6×
forward earnings
ROIC−WACC
-4.7 pp
WACC 14.2%
Hurdle
+26 pp
Req g minus delivered
Next earnings
95 days
9 Feb 2027
Close · INR₹183.29
1D-3.1%
1W+3.2%
1M-16.8%
3M+12.3%
6M+87.4%
YTD+122.8%
1Y+96.4%
ATR %5.9%
Beta1.02
52w lowhigh18.2% off high

What IOL Chemicals & Pharmaceuticals does

Employees: 3,592

IOL Chemicals & Pharmaceuticals at a glance

Size IOL Chemicals & Pharmaceuticals (IOLCP.NS) is an India Materials company (Chemicals: Specialty) with a market value of $569M, the 791st largest of 1,058 India companies the cockpit tracks. Shares closed at ₹183.29 on 6 Nov 2026.

Performance Over six months the shares gained 87.4%, against -20.9% for the median peer and 0.0% for the India market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 18.6% over the last twelve months (peer median +11.1%); the operating margin is 9.1% (peer median 6.7%).

Valuation It trades at 21.6× forward earnings against a peer median of 12.5× (4th most expensive of 11).

Price implies For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +26 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 4.7 points below its cost of capital (14.2% WACC).

Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026IOLCP.NS 189Peer median 80
Six months, rebased to 100: IOL Chemicals & Pharmaceuticals against the median of its 20 peers (local-currency closes).

IOL Chemicals & Pharmaceuticals financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹25.2B₹23.1B₹20.7B₹21.2B₹22.1B
Revenue growth—+12%-2%-4%—
Gross profit₹5.79B₹2.89B₹2.34B₹2.70B₹2.75B
EBITDA₹3.10B₹2.63B₹1.96B₹2.23B₹2.20B
Net income₹1.68B₹1.38B₹1.01B₹1.34B₹1.39B
Free cash flown/a₹384M-₹374M₹130M-₹882M
Capital expendituren/a₹1.73B₹2.14B₹2.74B₹2.12B
Total debtn/a₹1.35B₹1.17B₹328M₹798M

Quarterly statements and history in the cockpit →

IOL Chemicals & Pharmaceuticals competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-20%0%4047002986KOP13121216002103411649710024696031133001072851303015380028051711600727603051301557603276IOLCP.NS6-month return →1-month return →
Up and to the right = strong over both horizons. IOL Chemicals & Pharmaceuticals is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%+60%20×40×60×4047002986KOP131212160049710024692851303015384028IOLCP.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. IOL Chemicals & Pharmaceuticals is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%002986KOP121600411649713015386030516032764028IOLCP.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. IOL Chemicals & Pharmaceuticals is the large dot.

IOL Chemicals & Pharmaceuticals competitors and peer comparison

How IOL Chemicals & Pharmaceuticals compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

IOL Chemicals & Pharmaceuticals against its 20 peers (data as of 6 Nov 2026)
MeasureIOLCP.NSPeer medianRank in peer set
1-month return-16.8%-12.7%9th lowest of 21
6-month return+87.4%-20.9%highest of 21
Distance from 52-week high-18.2%-42.6%3rd highest of 21
Revenue growth (TTM)+18.6%+11.1%9th highest of 21
Operating margin9.1%6.7%8th highest of 21
Forward P/E21.6×12.5×4th most expensive of 11
Growth the price implies (Req g, 7 yrs)29.8%15.3%2nd most demanding of 10
Growth delivered (Del g)+3.5%+11.9%3rd lowest of 10
Hurdle (Req g minus delivered)+26.4 pp+3.3 ppmost demanding of 10
ROIC minus cost of capital-4.7 pp-2.4 pp7th lowest of 21
EV / EBITDA17.3×6.9×2nd most expensive of 9
Net debt / EBITDA-0.2×1.9×3rd least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
IOL Chemicals & Pharmaceuticals IOLCP.NSIndia$569M+87%+19%9%21.6×29.8%+3.5%
Kanto Denka Kogyo 4047.TJapan$570M-6%+13%12%9.8×n/an/a
Guangdong Yussen Energy Technology 002986.SZChina$571M-30%+57%2%7.4×-5.0%+27.8%
Koppers KOPUnited States$567M-32%-5%10%6.7×-7.1%+2.4%
Grand Pacific Petrochemical 1312.TWTaiwan$571M+3%+28%-15%10.6×n/an/a
Advanced Nano Products 121600.KSSouth Korea$565M-23%+33%12%57.5×28.1%+18.2%
TSRC 2103.TWTaiwan$576M+17%0%7%n/an/an/a
Dainichiseika Color & Chemicals Mfg.Co 4116.TJapan$576M+18%+2%7%n/a3.4%-2.1%
MEC 4971.TJapan$578M-47%+29%31%14.4×17.2%+11.9%
Shandong Sunway Chemical 002469.SZChina$579M-20%-19%3%24.6×n/an/a
Jinneng Science & Technology 603113.SSChina$559M-34%+6%-4%n/an/an/a
Hebei Jianxin Chemical Industry 300107.SZChina$581M-6%+39%11%n/an/an/a
Skchem 285130.KSSouth Korea$588M-27%+27%0%33.8×n/an/a
Shenzhen Jdd Tech New Material 301538.SZChina$591M-33%+10%18%14.6×15.3%+25.6%
Shandong Fengyuan Chemical 002805.SZChina$591M-38%+281%1%n/an/an/a
Everlight Chemical Industrial 1711.TWTaiwan$593M-45%-2%-1%n/an/an/a
Shandong Lubei Chemical 600727.SSChina$545M-15%+6%7%n/an/an/a
Guangzhou Lushan New Materials 603051.SSChina$595M+5%-5%0%n/a32.5%+8.5%
Cytech 301557.SZChina$595M-3%+13%7%n/an/an/a
Jiangsu Hengxing New Material Technology 603276.SSChina$596M+7%+29%8%n/a18.5%+15.2%
Ishihara Sangyo Kaisha 4028.TJapan$596M-22%+1%11%9.5×1.1%+8.8%

Questions

Which companies are IOL Chemicals & Pharmaceuticals's closest peers?
The cockpit's peer set: Kanto Denka Kogyo (4047.T), Guangdong Yussen Energy Technology (002986.SZ), Koppers (KOP), Grand Pacific Petrochemical (1312.TW), Advanced Nano Products (121600.KS), TSRC (2103.TW), Dainichiseika Color & Chemicals Mfg.Co (4116.T), MEC (4971.T).
Is IOL Chemicals & Pharmaceuticals expensive compared with its peers?
On forward p/e it trades at 21.6× against a peer median of 12.5×, 4th most expensive of 11 in its peer set. For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +26 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has IOL Chemicals & Pharmaceuticals stock performed?
Over six months to 6 Nov 2026 the shares returned +87.4% against -20.9% for the median peer; over one year +96.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.