ALFA Finder| Management target | Revenue FY29 |
|---|
| Revenue growth | 5% YoY consolidated growth; legacy Sudarshan growth aimed at 12-13%. |
|---|---|
| Margins | Targeting 50%+ gross margin; EBITDA margin improvement through cost reduction/synergies. |
| Demand visibility | Subdued in US/Europe decorative coatings; specialty agro/digital ink markets seeing growth. |
| Management confidence | High; citing strong foundations, unified culture, and successful debt reduction. |
Growth
Revenue grew 5% YoY; reported EBITDA increased 60%+ YoY to Rs. 266 Cr. Business EBITDA for the pigment segment reached Rs. 275 Cr.
Outlook
Reaffirmed FY29 target of Rs. 12,000 Cr+ revenue. Acquired group guidance maintained at EUR 700m revenue and EUR 35m EBITDA.
Risks
Challenges include Middle East crisis geopolitical volatility, rising energy costs in Europe/India, and increased logistics cycle times.
Last quarter's promises, checked
Delivered
- Guided Acquired EBITDA Euro 9-10m → delivered Euro 11m (= BEAT)
- Guided inventory reduction Euro 20m → delivered Euro 29m (= BEAT)
- Guided net debt reduction from INR 934 Cr → delivered INR 755 Cr (= BEAT)
Partly delivered
- Guided flattish Legacy revenue → delivered 5% growth (= BEAT/PARTIAL)
Earnings Call Transcript filed with NSE, 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.