Sudarshan Chemical Industries Limited — Investor Meet, 04-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sudarshan Chemical reported a strong Q4 FY26, with the acquired business's EBITDA reaching Euro 11 Cr, surpassing projections. Net debt reduced to INR 755 Cr. This performance was driven by robust volume recovery as customer destocking eased. Management is actively integrating operations via "One Sudarshan," streamlining systems, and implementing cost-saving initiatives. While navigating geopolitical challenges impacting raw materials and logistics, they are cautiously passing on cost increases. The company projects Euro 35 Cr EBITDA for the acquired business in FY27, targeting Euro 90-100 Cr over 3-4 years from synergies and value capture, reflecting a confident outlook for sustainable profitability.