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Investor Presentation

Sudarshan Chemical Industries Investor Presentation: Key Takeaways

Sudarshan reports strong Q1 FY27 performance with Pigment Global Revenue at ₹2,605 Cr and Business EBITDA at ₹257 Cr (9.8% margin), following the Heubach acquisition integration.

Guidance and delivery
Management target Revenue FY29
Highlights
MarginsBusiness EBITDA margin improved to 9.8% for Pigment Global.
Demand visibilityUncertainty due to geopolitical tensions and delayed customer purchases.
Management confidenceHigh; strong profitability momentum and synergy execution.

Growth

Pigment Global Revenue grew 6.0% YoY; Acquired Group EBITDA turned around from zero to ₹146 Cr in Q1 27.

Outlook

FY27 guidance for Acquired Group reaffirmed at €700 Mn sales and €35 Mn EBITDA. FY29 revenue target ₹12,000-14,000 Cr.

Risks

Market volatility due to Middle East crisis, spiked energy costs, RM price increases, and logistics lead time delays.

Last quarter's promises, checked

Delivered

  • Projected Acquired EBITDA €9-10M → delivered €11M (= BEAT)
  • Planned inventory reduction €20M → delivered €29M (= BEAT)
  • Net debt reduction from ₹934 Cr (Dec '25) → delivered ₹755 Cr (= BEAT)

Partly delivered

  • Guided Legacy Sudarshan growth 8-10% → delivered 22.3% in Q1 FY27 (= BEAT)
Source

Investor Presentation 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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