Sudarshan Chemical Industries Limited — PPTs, 25-05-2026: Investor Presentation

Sudarshan Chemical Industries delivered robust Q4FY26 results. Consolidated revenue grew 6.6% YoY to ₹ 2,790 Cr, with a significant 36% QoQ increase. This boost came from global key accounts resuming purchases as destocking eased, alongside demand recovery in Europe and India. The acquired group's revenue run rate reached € 61 million in Q4, contributing to a Consolidated Business EBITDA of ₹ 118 Cr for the quarter. Full-year FY26 EPS stood at ₹ 6.6.

Strategically, Sudarshan is integrating systems with a new SAP landscape targeted by Dec 2026, implementing value capture initiatives across operations, and leveraging its new Global Capability Center (GCC) in Pune for efficiency. Recent achievements include "Best supplier of the year" awards and a notable net debt reduction from ₹ 934 Cr to ₹ 755 Cr.

Management reports rebuilt customer trust and easing destocking trends, anticipating continued strong momentum. While cautiously navigating geopolitical risks and rising raw material costs, they are confident in integration and value capture efforts, projecting € 90-100 million EBITDA from the acquired group within 3-4 years.