Sudarshan Chemical Industries Limited — PPTs, 13-08-2026: Investor Presentation

Here's a concise summary for retail investors:

**1. Business Performance:**

Sudarshan's Q1 FY27 consolidated revenue grew 5.4% YoY to ₹2,642 Cr, with reported EBITDA jumping 61.4% YoY to ₹266 Cr. The core Pigment Global segment saw revenue rise 6.0% to ₹2,605 Cr and EBITDA surge 67.7% to ₹275 Cr. However, the RIECO segment's revenue declined 25% to ₹38 Cr, posting a negative EBITDA of ₹10 Cr due to execution challenges.

**2. Growth Drivers or Strategy:**

The company is aggressively driving its "One Sudarshan" integration, leveraging a global footprint of 19 manufacturing sites and 12 technical marketing centers. Strategic focus areas include accelerating the 'One SAP' project for system harmonization and scaling its Global Capability Center to optimize costs and operations.

**3. Recent Developments:**

Net debt was significantly reduced from a peak of ₹922 Cr to ₹531 Cr, showcasing robust financial management. The Acquired Group successfully turned around its profitability, moving from zero EBITDA to ₹146 Cr in Q1 FY27.

**4. Key Financial Metrics:**

Consolidated Earnings Per Share (EPS) for Q1 FY27 stood at ₹12.3.

**5. Management Commentary / Outlook:**

Management acknowledges ongoing market volatility due to geopolitical tensions but remains committed to its global pigment platform strategy. It reaffirms the FY27 guidance for the Acquired Group, targeting sales around €700 Mn and EBITDA around €35 Mn, driven by continued integration and synergy benefits.