I.G. Petrochemicals Limited — Cyborg Score 5/10

Mixed
Specialty Chemicals & Petrochemicals

Strategic Profile

IGPL has strategically expanded its product portfolio to include chemicals like Maleic Anhydride, Benzoic Acid, and Di-ethyl Phthalate, while its investments in plasticizers, compressed biogas (CBG), and pyrolysis oil reflect a shift towards building a sustainable and future-ready portfolio. The company commands an approximate 50% market share in the Indian market. The company is part of the Dhanuka Group.

Cyborg Score Rationale

Q2 EBITDA fell to ₹211M from ₹643M year-over-year, with EBITDA margin dropping to 4.5% vs 11% year-over-year. While the company has strong market positioning and is investing in capacity expansion and new ventures like IG Biofuels, profitability has deteriorated significantly, creating near-term headwinds despite long-term growth potential.

Top Insights

  • The company acquired I G Biofuels Ltd. as a wholly owned subsidiary, effective December 9, 2025.
  • Plasticizer plant project completion delayed to March 2026.
  • The company targets Rs 3,000-3,300 crore revenue by FY27.
  • India Ratings affirmed IGPL's bank loans at IND AA/Stable with a stable credit profile.

Named Competitors

  • Specialty Chemicals & Fine Chemicals — Diversified chemical manufacturer
  • Fluorine-based Chemicals — Specialty fluorochemicals producer
  • Specialty Chemicals — Diversified glycols and chemicals

Recent Developments

  • (December 2025) Acquired I G Biofuels Ltd. as wholly owned subsidiary
  • (November 2025) Appointed Sanjoy Datta as Independent Director
  • (October 2025) Affirmed bank ratings at IND AA/Stable by India Ratings
  • (Q2 2025-26) Significant EBITDA margin compression to 4.5% YoY

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