Chemplast Sanmar Limited — PPTs, 06-08-2026: Investor Presentation

Chemplast Sanmar navigated a challenging Q1 FY27, reporting consolidated revenue of ₹1,125 Cr (+2% YoY, -10% QoQ). Elevated input costs and subdued demand significantly impacted profitability, resulting in an EBITDA loss of ₹115 Cr and a PAT loss of ₹176 Cr.

Specialty segments demonstrated resilience. Paste PVC demand improved towards the quarter's end, with a positive outlook supported by customs duty reinstatement and potential regulatory measures; a 7 KTPA capacity debottlenecking is due by Oct'26. The Custom Manufactured Chemicals Division (CMCD) saw healthy revenue, boosting business development and commencing Phase 3 of a new product block in May '26. Refrigerant Gas (R-32) commercial production also started in May '26 and is ramping up.

Commodity businesses, Suspension PVC and Value-added Chemicals, faced market headwinds like declining prices and high VCM costs. The re-imposition of customs duty and a Minimum Import Price offer some relief for Suspension PVC. A fire incident at the Karaikal plant in July '26 led to a temporary shutdown for maintenance, with no injuries.

Management is confident in the continued momentum of Paste PVC and CMCD, with ongoing capacity expansions and new product development expected to drive future profitable growth.