Chemplast Sanmar Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Chemplast Sanmar reported Q3 FY26 consolidated revenue of INR 835 Cr and a net loss of INR 119 Cr, citing a challenging quarter for PVC due to weather, regulatory uncertainty, and dumping. Management believes Q3 was the PVC cycle bottom, with demand and prices improving in January-February. Significant positive: China's 13% export tax rebate on Suspension PVC ends April 2026, boosting sentiment. Paste PVC runs at full capacity. Custom Manufactured Chemicals faced agrochemicals slowdown; INR 1,000 Cr target now by FY28. R32 capacity expansion is on track, targeting ~INR 600 Cr revenue annually after full ramp-up. The company is poised to emerge stronger.