Sumitomo Chemical India Limited — PPTs, 27-01-2026: Investor Presentation

Sumitomo Chemical India (SCIL) reported mixed results. For Q3FY26, revenue fell 12% to Rs 568 Cr, with profit after tax (PAT) down 13% to Rs 76 Cr, primarily due to discontinuing Animal Nutrition products and soft domestic demand. Despite this, gross margin expanded to 47.4% and EBITDA margin to 17.5% from better product mix and cost control. For the nine months (9MFY26), revenue grew 3% to Rs 2,555 Cr, and PAT increased 6% to Rs 432 Cr, despite a one-time exceptional charge of ~Rs 16 Cr. Exports were a bright spot, growing 14% in Q3.

SCIL is ramping up strategic investments, with a Rs 150 Cr capex for a herbicide intermediate plant at Dahej to become a global manufacturing hub. An additional Rs 10 Cr is allocated for new product manufacturing at Tarapur. The company is also enhancing farmer engagement through "Phygital" transformation and "Live Field Days."

Recent product launches like Excalia Max and Lentigo are gaining traction, and 'Topgrain', a new bio-rational product, is slated for a Kharif launch. Management is focused on high-margin specialty products, disciplined cost management, and aims to regain sales momentum, preparing for FY26-27 with expectations of a normal monsoon.