| Management target | Revenue FY27 |
|---|
| Margins | EBITDA loss of INR 115 Cr due to elevated input costs. |
|---|---|
| Order book | Healthy order book for CMCD division; 50 molecule pipeline. |
| Demand visibility | Recovery seen in June; confident in coming quarters. |
| Management confidence | Confident in recovery from Q3 as high-cost inventory clears. |
Growth
Revenue grew year-on-year to INR 1,125 Cr from INR 1,100 Cr; EBITDA loss was INR 115 Cr.
Outlook
Targeting INR 1,000 Cr CMCD revenue; 7,000 MT Paste PVC debottlenecking by Oct '26; full R32 capacity by Q4.
Risks
High-cost feedstock inventory, lack of antidumping duties, and global supply pressure from China and Japan.
Last quarter's promises, checked
Delivered
- Commercial production of R32 → Commenced May '26 (= BEAT)
- Cuddalore Paste PVC capacity utilization → Operated at 100% (= BEAT)
- MPB 3 Phase III expansion → Progressed as planned (= BEAT)
Partly delivered
- R32 Capacity → 2kt swing plant started; 14kt target by year-end (= PARTIAL)
Missed
- Implementation of ADD on Paste PVC → Delayed to H1 FY27 (= MISS)
- CMCD revenue target of INR 1,000 Cr → Delayed by 12 months (= MISS)
- Suspension PVC spreads → Remained at variable cost/breakeven levels (= MISS)
Earnings Call Transcript 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 Investor Presentation: Key Takeaways
Chemplast Sanmar reported Q1 FY'27 revenue of Rs. 1,125 Cr with an EBITDA loss of Rs. 115 Cr and PAT loss of Rs. 176 Cr due to elevated input costs and subdued demand.
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