| 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
- ₹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.
More from Chemplast Sanmar Ltd
All →Chemplast Sanmar Adverse Business Impact
Chemplast Sanmar reported a fire incident causing estimated Plant & Machinery damage of Rs. 5 Crore. The company is currently assessing losses and implementing corrective measures.
- Value
- ₹5.00 Cr
Chemplast Sanmar Business Update
Chemplast Sanmar's EDC plant at Karaikal has recommenced operations following the provisional revocation of the prohibition order. The company is now restoring normalcy.
Chemplast Sanmar Management Change
Chemplast Sanmar Ltd announced the immediate resignation of Non-Executive Non-Independent Director V S Radhakrishnan effective September 15, 2026, citing professional preoccupations.
Chemplast Sanmar Capital Structure Change
Mirae Asset Mutual Fund, a non-promoter, disposed of 19,983 Chemplast Sanmar shares in the open market. Its stake fell from 0.25% to 0.24% of total capital.
Chemplast Sanmar Earnings Call Transcript: Key Takeaways
Chemplast Sanmar reported Q1 FY27 revenue of INR 1,125 crores, but faced a net loss of INR 176 crores due to high-cost VCM inventory and pricing volatility in PVC.
Chemplast Sanmar Q1 FY27 Results: Net Loss of ₹175.6 Cr, Loss Widens
Chemplast Sanmar Ltd reported revenue from operations of ₹1,125 Cr (+2.3% YoY) and a net loss of ₹175.6 Cr for Q1 FY27.
- Key figure
- Net loss ₹175.6 Cr