Sudarshan Chemical Industries Limited — Investor Meet, 01-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sudarshan Chemical Industries reported Q1 FY26 total revenue of INR2,507 Cr. Legacy business revenue was INR628 Cr (-1% YoY), with EBITDA improving to 13.9%. The newly acquired group added INR1,882 Cr revenue and INR78 Cr EBITDA. Net debt increased to INR1,084 Cr due to acquisition payments.

Management is confident in achieving EUR35 million EBITDA from the acquired group this year, targeting EUR90-100 million by FY28/29, driven by significant cost reduction and value capture. Current market headwinds include low demand and high customer inventories, expected to normalize by December. The company emphasizes its wide global footprint, customer focus, and comprehensive product portfolio as strategic advantages.