SUMICHEMNSESumitomo Chemical India LimitedMediumNeutral
Announced Wed, 27 May · 09:57 IST

Sumitomo Chemical India Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

SUMICHEM · price

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Price reaction · full curve 14 horizons · vs prior close
+2.0%1-day move
₹492.00
prior close
₹496.00
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AI summary

Sumitomo Chemical India (SCIL) reported FY26 revenue of Rs. 3,238 crore, up 3% YoY, and PAT of Rs. 543 crore, up 7% YoY, marking its highest-ever profitability despite a challenging agrochemical environment. Q4FY26 revenue was Rs. 684 crore (broadly flat YoY) with PAT of Rs. 111 crore, up 12% YoY. EBITDA margin expanded to 20.7% in FY26 (vs 20.1% in FY25) and net profit margin improved to 16.8% (vs 16.1%), driven by favorable product mix, calibrated pricing, and lower contribution from low-margin businesses. Domestic business grew 4% while exports declined 1% (though Africa surged 26% YoY). Herbicides posted strong growth of 19% YoY for the full year. The company announced capex of ~Rs. 150 crore for a herbicide intermediate plant at Dahej (commercialization Q4 FY27-28) and ~Rs. 10 crore for additional molecules at Tarapur. Board reconstitution effective September 2026 includes new Managing Director Dr. Suresh Ramachandran.

Likely market impact

SCIL delivered record profitability in a tough industry year, showing strong execution and margin discipline. The margin expansion trend and new capex for strategic molecules signal continued growth focus, though management remains cautious on near-term demand conditions.