Chemplast Sanmar Limited — PPTs, 25-05-2026: Investor Presentation

Chemplast Sanmar experienced a challenging FY26 with consolidated revenue at 4,224 Cr (down 3%) and EBITDA at 198 Cr (down 9%), leading to a net loss of 280 Cr. Q4 FY26 showed some recovery, with revenue up 9% to 1,256 Cr and EBITDA jumping to 194 Cr.

The Specialty Segment was a key performer. Paste PVC demand remained steady with strengthening market position and improved margins. Custom Manufactured Chemicals (CMCD) saw decent Q4 sales, despite a temporary agrochemical slowdown, and boasts a strong pipeline of 45+ molecules. Commercial production of R32 Refrigerant Gas began in May 2026, with further capacity additions planned.

Conversely, the Commodity Segment (S-PVC, Value-added Chemicals) faced severe headwinds from low-cost imports, volatile raw material prices, and market oversupply. This resulted in an 898 Cr non-cash impairment on the company's investment in its S-PVC subsidiary, CCVL, for FY26.

A Board committee has been constituted to evaluate strategic priorities, including potential reorganization and M&A opportunities, aiming for long-term value creation. Management is prioritizing operational efficiency, cost optimization, and strengthening the specialty segment to drive sustainable growth. Net debt stood at 1,419 Cr.