Sumitomo Chemical India Limited — PPTs, 04-08-2025: Investor Presentation

**1. Financial Highlights:**

Sumitomo Chemical India (SCIL) reported its best-ever Q1 performance. Revenue grew 26% year-over-year (YoY) to Rs 1,057 Cr. Profit After Tax (PAT) surged 41% YoY to Rs 178 Cr, and EBITDA rose 36% to Rs 219 Cr, with margins reaching 20.7%. Domestic business showed robust 30% YoY growth. Net working capital days improved to 43, reflecting efficient inventory management.

**2. Strategic Initiatives & Growth Drivers:**

Favorable monsoon conditions and strong demand supported sales. SCIL’s ‘Every Day Farmers Day’ campaign, leveraging digital and on-ground outreach, significantly strengthened brand recall. The company continues focusing on new product launches and expanding its "phygital" (physical + digital) market penetration.

**3. Business Developments:**

New capital expenditure projects are underway: approximately Rs 10 Cr is allocated for facility modifications at Tarapur to produce an innovative molecule from its parent company. Additionally, about Rs 55 Cr is planned for a second plant at its Bhavnagar site for another key innovated product for global markets. Both projects target future commercialization.

**4. Market Position & Competitive Advantage:**

As a formidable Indian agrochemical player, SCIL demonstrates substantial growth. It boasts a diversified portfolio across products, geographies, and crops, supported by a strong brand and extensive pan-India distribution network. Strategically located manufacturing facilities, robust R&D capabilities, and strong parent company support provide a competitive edge.

**5. Investor Implications:**

Strong Q1 results, coupled with strategic investments in new product manufacturing and enhanced farmer engagement, suggest positive growth potential. Improved working capital management and a healthy financial position underscore the company's stability, indicating a constructive outlook.