ALFA Finder| Revenue growth | 2% YoY consolidated revenue growth. |
|---|---|
| Margins | Margins severely impacted by sharp increase in input costs. |
| Demand visibility | Positive outlook for Paste PVC; soft demand for Suspension PVC during monsoon. |
| Management confidence | Confident in specialty business outlook and CMCD momentum. |
Growth
Revenue grew 2% YoY to Rs. 1,125 Cr; however, EBITDA and PAT turned negative compared to Q1 FY'26.
Outlook
Capacity debottlenecking of Paste PVC by 7 KTPA by Oct'26; R-32 swing plant production ramp-up; focus on CMCD growth.
Risks
High input costs (VCM, EDC), Middle East conflict, dumping of low-priced materials, and pricing pressure in Suspension PVC.
Last quarter's promises, checked
Delivered
- R32 commercial production by May 2026 → Commenced May 2026 (= BEAT)
- Cuddalore Paste PVC 100% capacity utilization → Maintained 100% (= BEAT)
- MPB 3 Phase III expansion progress → Continued as planned (= BEAT)
Partly delivered
- CMCD revenue target Rs. 1,000 Cr next FY → On track but delayed 12 months (= PARTIAL)
- R32 capacity 14 KTPA by end of year → Progressing but not yet reached (= PARTIAL)
Missed
- Consolidated sales volumes → Down from 1,54,616 MT to 1,25,067 MT (= MISS)
- EBITDA guidance (implied positive) → Turned to Rs. 115 Cr loss (= MISS)
- PAT guidance (implied positive) → Turned to Rs. 176 Cr loss (= MISS)
Investor Presentation filed with BSE, NSE: CHEMPLASTS. Summary written with AI assistance from the document.
Chemplast Sanmar Ltd: key numbers
- Share price
- ₹235.67
- Market cap
- ₹3,726 Cr
- Revenue (annual)
- ₹4,224 Cr
- Net profit (annual)
- ₹-279.9 Cr
- P/E (TTM)
- -10.8×Sector 35.5×
- Promoter holding
- 54.99%+0.00% QoQ
- FII holding
- 10.66%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Chemplast Sanmar Ltd
All →Chemplast Sanmar Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 1,323 Cr (+28% YoY), EBITDA Rs 111 Cr (8% margin), PAT loss Rs 5 Cr. H1 PAT loss Rs 181 Cr. Speciality segments improving; commodity PVC and VAC still weak.
Chemplast Sanmar Q2 FY27 Results: Net Loss of ₹5.5 Cr, Loss Narrows
Chemplast Sanmar Ltd reported revenue from operations of ₹1,323 Cr (+28.1% YoY) and a net loss of ₹5.5 Cr for Q2 FY27.
- Key figure
- Net loss ₹5.5 Cr
Chemplast Sanmar Other Announcement
Chemplast Sanmar intimated that its RTA, KFin Technologies, will shift its corporate office from 1 December 2026. The RTA's registered office is unchanged.
Chemplast Sanmar Annual General Meeting
Chemplast Sanmar has issued a Notice of Postal Ballot seeking shareholder approval to appoint Mr Prashanth Vasu as Non-Executive, Non-Independent Director. E-voting runs from October 31 to November 29, 2026.
Chemplast Sanmar Board Meeting Date
Chemplast Sanmar will meet on 4 November 2026 to approve September quarter results. The trading window stays closed until 6 November 2026.
Chemplast Sanmar Other Announcement
Chemplast Sanmar Ltd has filed its quarterly shareholding pattern for the period ended September 2026, pursuant to SEBI Regulation 31(1)(b) disclosure requirements.