ALFA Finder| 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
- ₹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.