Sumitomo Chemical India Limited — Investor Meet, 03-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sumitomo Chemical India posted 11% revenue growth to Rs 3,149 Cr in FY25, driven by 20% volume growth domestically and 30%+ in exports despite ~10% price pressure. EBITDA rose 33% to Rs 632 Cr (20.1% margin) and PAT grew 37% to Rs 506 Cr (16.1% margin), hitting record profitability. Domestic sales (78% of revenue) grew 8%, exports surged 22%, led by strong gains in the Americas. Management expects FY26 growth from volumes, new product launches (Excalia Max, Lentigo), and margin gains via cost control. Capacity expansions at Bhavnagar and Tarapur, plus a Greenfield plant at Dahej (Rs 300 Cr capex), aim to boost supply of patented molecules globally. Export share will grow but domestic will remain key. Pricing has stabilized; margin expansion beyond 20% EBITDA anticipated with focus on specialty products and innovation. Confident outlook centered on innovation, efficiency, and market agility.