| Management target | Revenue FY29 |
|---|
| Margins | Business EBITDA margin improved to 9.8% for Pigment Global. |
|---|---|
| Demand visibility | Uncertainty due to geopolitical tensions and delayed customer purchases. |
| Management confidence | High; 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)
Investor Presentation 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