Chemplast Sanmar Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Chemplast Sanmar reported FY25 revenue at INR4,346 Cr, up 11% YoY, with EBITDA rising sharply to INR219 Cr from INR26 Cr, led by Specialty Chemicals (53% growth to INR1,764 Cr) and Custom Manufactured Chemicals surpassing INR500 Cr sales. Q4 revenue grew 10% YoY to INR1,151 Cr; EBITDA was INR37 Cr with a net loss of INR54 Cr. Suspension PVC revenue declined 6% due to softness, while value-added chemicals grew 24%. Management sees specialty chemicals and new Cuddalore plant volumes as key growth drivers. Capex of INR340 Cr is planned for an R32 refrigerant project by Oct ’26, targeting rising domestic and export demand. Outlook is cautiously optimistic on specialty chemicals and PVC market stabilization amid ongoing pricing pressures.