Chemplast Sanmar Limited — PPTs, 13-11-2025: Investor Presentation

Chemplast Sanmar reported an improved Q2 FY26, with consolidated revenue at ₹1,033 crore (up 4% YoY) and EBITDA surging to ₹43 crore (up 68% YoY). The net loss sequentially narrowed to (₹51) crore. This performance was mainly fueled by better margins in the Suspension PVC business, which saw sales volumes jump 11% YoY. The Custom Manufactured Chemicals Division (CMCD) remained on track with despatches.

The company is strategically expanding, particularly in CMCD, with MPB Phase 3 and Phase 4 civil works advancing for Q3/Q4 FY26 completion. New capacities in Paste PVC are operational. Chemplast is also venturing into next-gen refrigerant gases, planning 14 ktpa R-32 capacity. They've commercialized 17 CMCD products, maintaining a healthy pipeline.

Management notes challenging conditions but expects future performance to improve from new capacities in Paste PVC, CMCD, and Refrigerant Gas, alongside green power initiatives. They foresee Custom Manufacturing revenue growth and anticipate improved medium-to-long term margins for Suspension and Specialty Paste PVC.