CHEMPLASTSBSECHEMPLAST SANMAR LIMITEDMediumNeutral
Announced Thu, 6 Aug · 19:58 IST

Q1 FY27: EBITDA loss Rs 115 cr, outlook positive for specialty

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing

CHEMPLASTS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-9.0%1-day move
₹195.00
prior close
₹193.00
base price
After-mkt
timing
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AI summary

Revenue Rs 1,125 cr (+2% YoY, -10% QoQ). Consolidated EBITDA loss Rs 115 cr against profit of Rs 17 cr YoY; PAT loss Rs 176 cr. Standalone posted Rs 898 cr exceptional impairment on CCVL investment. Pressure from Middle East-driven VCM cost spike, weak Suspension PVC prices, soft VAC demand. Positive: Paste PVC demand improving, Cuddalore debottlenecking 7 KTPA by Oct'26, R-32 swing plant started May'26, CMCD pipeline strong. MD cites improving specialty outlook.

Likely market impact

Sharp margin compression and standalone impairment weigh on sentiment; specialty ramp-up and regulatory relief offer medium-term support.