Investor Presentation - Q4 & FY''26 is attached
CHEMPLASTS · price
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Chemplast Sanmar reported consolidated FY '26 revenue of Rs. 4,224 Cr (down 3% YoY) and EBITDA of Rs. 198 Cr (down 9% YoY). Q4 FY '26 saw revenue of Rs. 1,256 Cr but EBITDA of only Rs. 37 Cr with a net loss of Rs. 57 Cr, impacted by severe margin pressure in the commodity segments. The S-PVC (Suspension PVC) subsidiary CCVL recorded an exceptional charge of Rs. 150 Cr for onerous contracts and inventory write-down, and an impairment loss of Rs. 898 Cr was recognized on the carrying value of the CCVL investment (book value Rs. 1,556 Cr). The Specialty chemicals segment (Paste PVC, CMCD, Refrigerant Gases) continued to perform steadily. Commercial production of R32 Refrigerant Gas commenced in May 2026. The Board has constituted a committee of 3 Independent Directors to evaluate strategic priorities including potential reorganization and M&A opportunities.
The stock faces headwinds from commodity segment losses and a Rs. 898 Cr non-cash impairment on CCVL, though the specialty chemicals business and new R32 operations provide medium-term growth catalysts. The board's strategic review committee may signal future restructuring or value-unlocking steps.