ALFA Finder| Revenue growth | Legacy business flat; acquired group saw sequential Q3 to Q4 growth. |
|---|---|
| Margins | Targeting margin protection via cost pass-through and value capture initiatives. |
| Demand visibility | Q4 recovery driven by global key accounts; near-term remains cautious. |
| Management confidence | High confidence in strategic rationale and long-term synergy capture. |
Growth
Q4 revenue for the acquired group reached €61m vs €47m in Q3; Business EBITDA reported at ₹118cr.
Outlook
FY27 EBITDA guidance of €35m; 3-4 year EBITDA target of €90m-€100m; 8-10% growth projected for legacy business.
Risks
Geopolitical crises in the Middle East impacting raw material costs, logistics, and energy prices; muted near-term demand.
Last quarter's promises, checked
Delivered
- Guided Q4 recovery via global accounts → delivered €61m Q4 revenue vs €47m Q3 (= BEAT)
- Guided debt reduction via inventory liquidation → delivered ₹755cr net debt (= BEAT)
- Targeted RIECO turnaround in Q4 → delivered 17.5% YoY growth (= BEAT)
Partly delivered
- Guided €9m-€10m business EBITDA for Q4 → delivered ₹118cr (approx. €12.5m) but reported EBITDA impacted by inventory (= PARTIAL)
Earnings Call filed with BSE, NSE: SUDARSCHEM. Summary written with AI assistance from the document.
Sudarshan Chemical Industries Ltd: key numbers
- Share price
- ₹1,168.35
- Market cap
- ₹9,304 Cr
- Revenue (annual)
- ₹9,787 Cr
- Net profit (annual)
- ₹22.30 Cr
- P/E (TTM)
- 105.4×Sector 35.5×
- Promoter holding
- 9.32%+1.13% QoQ
- FII holding
- 8.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sudarshan Chemical Industries Ltd
All →Sudarshan Chemical Industries Investor Presentation: Key Takeaways
Q2 FY27 One Sudarshan revenue ₹2,743 Cr (+14.9% YoY), business EBITDA ₹239 Cr (8.7% margin, +4.7pp). Integration progressing; VP4 sale completed 2 Nov 2026.
Sudarshan Chemical Industries Q2 FY27 Results: Net Profit ₹30.5 Cr, Up 58.0% YoY
Sudarshan Chemical Industries Ltd reported revenue from operations of ₹2,743 Cr (+14.9% YoY) and net profit of ₹30.5 Cr (+58.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹30.5 Cr · +58.0% YoY
Sudarshan Chemical Industries Board Meeting Date
Sudarshan Chemical schedules a 6 November 2026 board meeting to consider unaudited quarterly and half-year results. Trading window stays closed until 8 November 2026.
Sudarshan Chemical Industries Merger & Restructuring Worth ₹795.9 Cr
Sudarshan Chemical completed sale of VP4 Frankfurt GmbH to Celanese for about Rs 795.9 crore. VP4 Frankfurt is no longer a step-down subsidiary.
- Value
- ₹795.9 Cr
Sudarshan Chemical Industries Employee Stock Options
Sudarshan Chemical allotted 19,350 equity shares to employees exercising options under its 2018 ESOP plan. The allotment is at an exercise price of Rs 349.35 per share.
Sudarshan Chemical Industries Credit Rating
India Ratings has revised the outlook on Sudarshan Chemical Industries' debt facilities to Positive from Stable, while affirming the existing credit ratings.