Sumitomo Chemical India Limited — PPTs, 27-10-2025: Investor Presentation

Sumitomo Chemical India's Q2FY26 results showed a 6% revenue dip to ₹930 Cr and an 8% PAT decline to ₹178 Cr, mainly due to adverse monsoons impacting pesticide demand. However, the financial results for the half-year (H1FY26) saw revenue grow 9% to ₹1,987 Cr, with PAT up 11% to ₹356 Cr, showcasing a resilient half-year performance. Exports faced minor headwinds in some markets.

The company is driving growth through 'Phygital Transformation,' blending digital reach with on-ground farmer engagement. Recent strategic investments include new plants at Bhavnagar (₹55 Cr) and Tarapur (₹10 Cr) for innovative molecules, both expected by Q4FY27. New products like 'Lentigo' (rice herbicide) are gaining market traction, and the 'Every Day Farmers’ Day' campaign significantly boosted farmer and channel partner connections.

As of September 30, 2025, Sumitomo Chemical India holds approximately ₹2,089 Cr in cash and liquid investments with zero borrowings. Management is optimistic about improved rural sentiment and a steady recovery in agri-input demand in H2FY26, prioritizing portfolio differentiation and farmer engagement for sustained long-term growth.