SUDARSCHEMBSESudarshan Chemical Industries LtdMediumNeutral
Announced Mon, 25 May · 21:02 IST

Please find attached Investor Presentation in relation to Analyst call scheduled on Wednesday, 27 May, 2026

Analyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

SUDARSCHEM · price

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Price reaction · full curve 14 horizons · vs prior close
-6.0%1-day move
₹1043.00
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₹1090.00
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AI summary

Sudarshan Chemical Industries released its Q4 FY26 investor presentation ahead of an analyst call. The company reported consolidated revenue of Rs 2,790 crore in Q4 FY26, growing 6.6% YoY with 36% sequential growth. EBITDA stood at 14.4% (up 1.7 percentage points YoY). The acquired Heubach group contributed revenue run rate of EUR 61 million in Q4 vs EUR 47 million in Q3 (30% QoQ growth). For full year FY26, net debt was reduced significantly from Rs 934 crore in December 2025 to Rs 755 crore in March 2026. Integration is progressing well with SAP consolidation expected by December 2026 and a Global Capability Center inaugurated in Pune.

Likely market impact

Positive signals include improved profitability, debt reduction and strong integration execution. The multi-year EBITDA target of EUR 90-100 million over 3-4 years provides long-term visibility, though near-term FY27 EBITDA guidance of EUR 35 million implies continued margin pressure.