| 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
- ₹1,226.60
- Market cap
- ₹9,766 Cr
- Revenue (annual)
- ₹9,787 Cr
- Net profit (annual)
- ₹22.30 Cr
- P/E (TTM)
- 134.9×Sector 36.8×
- 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.
More from Sudarshan Chemical Industries Ltd
All →Sudarshan Chemical Industries Management Change
Sudarshan Chemical Industries Limited has appointed Mr. Amit Deshpande as the company's General Counsel, effective September 21, 2026.
Sudarshan Chemical Industries Credit Rating
Crisil reaffirmed Sudarshan Chemical's 'Crisil A1+' rating on its Rs.50 Crore Commercial Paper programme. The reaffirmation reflects adequate liquidity and stable financial risk profile.
Sudarshan Chemical Industries Other Announcement
Sudarshan Chemical disclosed a voluntary Crisil ESG rating of 53 and Core ESG rating of 55 for FY26. No transaction or business event is involved.
Sudarshan Chemical Industries Other Announcement
Sudarshan Chemical Industries issued a corrigendum to its investor presentation regarding the divestment of VP4 Frankfurt GmbH. The correction clarifies Mitsui & Co.'s involvement in the deal.
Sudarshan Chemical Industries Management Change
Mr. Mandar Velankar has resigned as General Counsel, Company Secretary, and Compliance Officer of Sudarshan Chemical Industries Limited, effective September 1, 2026.
Sudarshan Chemical Industries Merger & Restructuring Worth ₹726.8 Cr
Sudarshan Chemical Industries Limited will divest its 100% stake in step-down subsidiary VP4 Frankfurt GmbH to Celanese US Holdings LLC. The cash transaction is valued at EUR 76.5 million.
- Value
- ₹726.8 Cr
- Execution
- Expected completion by 02-11-2026