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Earnings Call

Chemplast Sanmar Earnings Call: Key Takeaways

Chemplast Sanmar reported consolidated FY26 revenue of ₹4,224cr and EBITDA of ₹198cr amid challenging market conditions and PVC dumping from China.

Highlights
Revenue growthFY26 consolidated revenue ₹4,224cr.
MarginsMargins impacted by VCM/PVC price disconnect and Middle East war.
Order bookStrong order book for FY27 in Specialty Chemicals.
Demand visibilityStable footwear demand; healthy traction in automotive and upholstery.
Management confidencePositive on specialty business despite subdued commodity outlook.

Growth

FY26 revenue ₹4,224cr; Q4 revenue grew 9% YoY to ₹1,256cr. Specialty segment volumes rose 17%.

Outlook

MPB 3 Phase III expansion ongoing; targeting ₹1,000cr specialty revenue in FY27; R32 production recently commenced.

Risks

Persistent price pressures, global excess capacity, and dumping of suspension and paste PVC from China/Europe/Japan.

Source

Earnings Call filed with BSE, BSE: 543336. Summary written with AI assistance from the document.

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Chemplast Sanmar Ltd: key numbers

Share price
₹197.47
Market cap
₹3,122 Cr
Revenue (annual)
₹4,224 Cr
Net profit (annual)
₹-279.9 Cr
P/E (TTM)
-8.0×Sector 37.5×
Promoter holding
54.99%+0.00% QoQ
FII holding
12.02%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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