CHEMPLASTSNSEChemplast Sanmar LimitedMediumNeutral
Announced Tue, 13 May · 21:35 IST

Chemplast Sanmar Limited has informed the Exchange regarding a press release dated May 13, 2025, titled "Q4 & FY 25 Consolidated Financial Highlights".

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Chemplast Sanmar reported FY25 consolidated revenue of Rs. 4,346 crores, up 11% YoY, driven by ramp-up of new Specialty Chemicals capacities at Cuddalore and Berigai. FY25 EBITDA jumped 747% to Rs. 219 crores with margins expanding from 1% to 5%, while the net loss narrowed to Rs. 110 crores from Rs. 158 crores in FY24. Q4 FY25 revenue rose 10% to Rs. 1,151 crores and EBITDA grew 75% to Rs. 37 crores. The Custom Manufacturing division posted over 80% revenue growth, with new capacities (MPB-3) operational and further expansion underway. However, management flagged continued price and margin pressure from dumping of PVC into India, with anti-dumping duties on Suspension PVC still pending in court. The company announced a new Rs. 340 crore greenfield project to manufacture R32 refrigerant gas.

Likely market impact

Stock may react positively given the sharp EBITDA recovery and strong growth in the higher-margin Custom Manufacturing segment, though lingering PVC dumping pressures and unresolved anti-dumping cases remain near-term overhangs. The new R32 capex signals continued specialty chemicals pivot, which could support long-term margin expansion.