Sumitomo Chemical India Limited has informed the Exchange about Transcript
SUMICHEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Sumitomo Chemical India shared the transcript of its Q4 FY25 earnings call. For the full year FY25, revenue grew 11% to Rs. 3,149 crore on strong volume growth (20% in domestic branded, 30%+ in exports), while EBITDA jumped 33% to Rs. 632 crore with margin expanding 339 bps to a record 20.1%, and PAT rose 37% to Rs. 506 crore. Q4 standalone performance was softer with revenue at Rs. 679 crore (+1% YoY), EBITDA at Rs. 120 crore (down from Rs. 140 crore) and PAT at Rs. 100 crore due to export pricing pressure, especially in Latin America. Management announced new CAPEX: Rs. 55 crore Brownfield expansion at Bhavnagar (to double capacity for a proprietary SCC molecule) and under Rs. 10 crore modification at Tarapur for the new patented product Excalia Max (INDIFLIN), both targeted for Q4 FY27. The larger Dahej Greenfield project with initial Rs. 300 crore investment is planned over the next 3–5 years for multiple SCC molecules.
Record full-year profitability and a clear signal that the company has broken through its earlier 20% EBITDA margin ceiling, supported by new high-margin patented launches (Excalia Max, Lentigo), should be viewed positively by shareholders. The near-term overhang is soft Q4 export performance, but the multi-year CAPEX roadmap and potential semiconductor chemicals foray (in discussion with parent SCC) suggest a strong growth runway ahead.