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Earnings Call

Sudarshan Chemical Industries Earnings Call: Key Takeaways

Sudarshan reported strong Q4 FY26 performance following its Heubach acquisition integration, achieving ₹2,790cr consolidated revenue. Growth was driven by volume recovery in Europe/India and inventory reduction.

Highlights
Revenue growth6.6% YoY consolidated; 36% QoQ growth.
MarginsConsolidated business EBITDA at 8.9% in Q4.
Demand visibilityEasing destocking in global accounts; recovery in Europe/India.
Management confidenceConfident in strategic rationale and long-term synergy targets.

Growth

Q4 consolidated revenue grew 6.6% YoY and ~36% QoQ. Legacy Sudarshan EBITDA grew 21.6% YoY to 14.4% margin.

Outlook

FY27 guided sales ~€700Mn and EBITDA ~€35Mn for acquired group; 3-4 year EBITDA target of €90-100Mn.

Risks

Geopolitical uncertainty impacting logistics, rising raw material costs, and cautionary customer purchasing behavior.

Source

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

Read the document ↗

Sudarshan Chemical Industries Ltd: key numbers

Share price
₹1,218.90
Market cap
₹9,704 Cr
Revenue (annual)
₹9,787 Cr
Net profit (annual)
₹22.30 Cr
P/E (TTM)
134.0×Sector 37.5×
Promoter holding
8.19%+0.00% QoQ
FII holding
8.48%Current quarter

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

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