Q2 FY27 earnings call: revenue down 2%, margins lower, H2 outlook stable

Management guided margin improvementInvestor Communications View source PDF Explain this filing

SUMICHEM · price

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Price reactionminutes from the announcement price · days from the prior close

+1.5%Reaction day

₹314.60

prior close

₹315.10

announcement price

After-mkt

timing

Nifty Smallcap 250market+1.4%+0.1% vs market

Pesticides & Agrochemicals peers, median of 28sector+2.2%-0.7% vs sector

On the reaction day the stock moved 0.1 pts more than Nifty Smallcap 250 and 0.7 pts less than its Pesticides & Agrochemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+1.8

10m

+2.6

15m

+2.3

30m

+1.8

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.5+1.4+0.1+2.2-0.7

Next day

-0.2+1.8-2.0+2.3-2.6

+4.2+3.8+0.4+3.6+0.6

+3.6+4.6-1.0+2.3+1.3

+4.8pendingpending+3.4+1.3

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15d

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UpDownMarket · Nifty Smallcap 250Sector · Pesticides & Agrochemicals peers, median of 28Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

A weak monsoon and high-cost inventory pressured Q2 FY27 demand and margins. Revenue was Rs 907 crore, down 2%; operating profit margin was 20.5%. H1 revenue was Rs 1,971 crore, down 1%, and net profit rose 5% to Rs 372 crore, including a one-off insurance gain. Q2 net profit fell 11% to Rs 157 crore. Management expects H2 margins near past levels and plans to cut inventory; it was debt-free with Rs 2,523 crore in cash and liquid assets.

Likely market impact

Q2 margin pressure may hurt sentiment, but cash strength and expected H2 margin recovery offer support; monsoon and inventory remain risks.