Chemplast Sanmar Limited — PPTs, 09-02-2025: Investor Presentation

**Financial Highlights:** Chemplast Sanmar reported improved performance in Q3 FY '25, with revenue reaching ₹1,058 Cr, a 19% year-on-year increase from ₹888 Cr. For the nine months ended FY '25, total revenue was ₹3,195 Cr, reflecting an 11% growth compared to ₹2,872 Cr in FY '24. The company achieved an EBITDA of ₹32 Cr in Q3, a notable recovery from a loss of ₹7 Cr in the same quarter last year.

**Strategic Initiatives and Growth Drivers:** Enhanced pricing and margins in PVC segments and the ramp-up of production at the new Cuddalore facility are significant growth contributors. The commissioning of Phase 2 of the Custom Manufactured Chemicals Division’s multi-purpose block in December 2024 supports ongoing expansion plans.

**Business Developments:** The company is taking steps to address issues arising from product dumping, particularly in Suspension and Paste PVC, which has pressured pricing and margins. Despite these challenges, domestic demand for PVC remains robust.

**Market Position and Competitive Advantage:** Chemplast maintains a leadership in the specialty chemicals market, supported by a diverse product portfolio and strong customer relationships. The ongoing investments signify a commitment to enhancing capacity and product offerings in high-demand areas.

**Investor Implications:** The company’s resilient performance and strategic expansions present a positive outlook for future growth. Investors should watch the company’s ability to capitalize on improved domestic demand and manage international competition.