| 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
- ₹1,218.90
- 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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