| Revenue growth | Q2 -2% YoY; H1 -1% YoY |
|---|---|
| Margins | Q2 GPM 40.7% (-240bps); EBITDA 20.5% (-297bps) |
| Demand visibility | Weak: 13% rainfall deficit, El Nino, low reservoirs |
| Management confidence | Cautious; H2 explicitly challenging |
Growth
Q2 revenue -2% YoY; volumes down high-single-digit. Domestic +2% (Rs774 Cr), exports -23% (Rs127 Cr). H1 PAT +5%.
Outlook
No numeric guidance. Management expects challenging H2FY27. Topgrain and Helibex launched; capex on schedule; inventory normalisation targeted in H2.
Risks
H2FY27 challenging: low reservoirs, extended El Nino, weaker acreage. Higher-cost inventory compressed margins; inventory days rose to 115.
Last quarter's promises, checked
Delivered
- Topgrain kharif launch → launched Q2 (= BEAT)
Partly delivered
- Dahej INR150Cr capex commercialising in ~2 yrs → 'capex on schedule', no amount/date (= PARTIAL)
- Cautious FY27 optimism → Q2 PAT -11%, H1 +5%, H2 'challenging' (= PARTIAL)
Missed
- Demand holding, costs absorbed → Q2 volumes down high-single-digit (= MISS)
- Sustainable margins (FY26 EBITDA 20.7%) → Q2 EBITDA 20.5%, -297bps YoY (= MISS)
- Inventory build to benefit margins → inventory days 115, margins compressed (= MISS)
Investor Presentation filed with BSE, NSE: SUMICHEM. Summary written with AI assistance from the document.
Sumitomo Chemical India Ltd: key numbers
- Share price
- ₹335.45
- Market cap
- ₹16,744 Cr
- Revenue (annual)
- ₹3,238 Cr
- Net profit (annual)
- ₹543.0 Cr
- P/E (TTM)
- 30.0×Sector 34.1×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 2.89%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sumitomo Chemical India Ltd
All →Sumitomo Chemical India Earnings Call Transcript: Key Takeaways
Sumitomo Chemical delivered stable H1 performance despite India's fourth weakest monsoon since 2001. Management maintained 20%+ EBITDA margins through cost control and a 22% value growth in specialty products, offsetting volume declines in generic segments.
Sumitomo Chemical India Q2 FY27 Results: Net Profit ₹167.4 Cr, Down 5.8% YoY
Sumitomo Chemical India Ltd reported revenue from operations of ₹907.3 Cr (-2.4% YoY) and net profit of ₹167.4 Cr (-5.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹167.4 Cr · -5.8% YoY
Sumitomo Chemical India Q2 FY27 Results: Net Profit ₹157.4 Cr, Down 11.5% YoY
Sumitomo Chemical India Ltd reported revenue from operations of ₹907.3 Cr (-2.4% YoY) and net profit of ₹157.4 Cr (-11.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹157.4 Cr · -11.5% YoY
Sumitomo Chemical India Other Announcement
The company submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Listing Regulations.
Sumitomo Chemical India Board Meeting Date
Sumitomo Chemical India Limited has scheduled a board meeting for October 26, 2026, to approve the standalone and consolidated financial results for the period ended September 2026.
Sumitomo Chemical India Investor Presentation: Key Takeaways
Sumitomo Chemical reported resilient Q1FY27 results despite a difficult domestic operating environment. Revenue grew 1% to ₹1,063 cr, while Net Profit surged 20% to ₹215 cr, aided by an insurance claim.