Sudarshan Chemical Industries Limited has informed the Exchange about Investor Presentation
SUDARSCHEM · price
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Sudarshan Chemical Industries (post-merger with Heubach, called 'One Sudarshan') reported Q4 FY26 consolidated revenue of ₹2,790 Cr, up 6.6% YoY, with EBITDA at 14.4% — an improvement of 1.7pp YoY. Business EBITDA for Q4 stood at ₹118 Cr (6.1%). The company saw demand recovery in Europe and India, with de-stocking on legacy Heubach products easing and global key accounts returning. Net debt was reduced from ₹934 Cr (Dec'25) to ₹755 Cr by March 2026. Integration is progressing well: SAP harmonisation on track for Dec 2026, GCC inaugurated in Pune, and >95% cultural alignment achieved. Management guided FY27 sales of ~€700 Mn and EBITDA of ~€35 Mn for the acquired group, with a medium-term target of €90–100 Mn EBITDA over 3–4 years.
The improvement in EBITDA margins and meaningful debt reduction signal operational recovery post-acquisition. Management's clear multi-year EBITDA trajectory and ongoing integration milestones are positive for long-term shareholders, though near-term headwinds from geopolitical uncertainty, rising raw material costs, and cautious customer buying persist.