BSECompany Update2d ago · 27 Jul 2026, 08:09 pm

Investor Presentation on the financial results of the Company for the quarter ended 30th June, 2026

Sumitomo Chemical India Ltd · 542920

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Sumitomo Chemical India Ltd has released its investor presentation for Q1FY27, showing a 1% YoY revenue growth to Rs. 1,063 crore, despite an adverse operating environment in the Indian agrochemical sector due to delayed monsoon and lower demand.

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Earnings Impact5/10
Growth Catalyst2/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Sumitomo Chemical India Ltd - 542920 - Announcement under Regulation 30 (LODR)-Investor Presentation

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SUMITOMO CHEMICAL INDIA LTD. Corporate Office: 13/14, Aradhana IDC, Near Virwani Industrial Estate, Goregaon (East), Corporate Identity Number (CIN) – L24110MH2000PLC124224 Mumbai – 400 063, Maharashtra, INDIA. Tel. : +91-22-4252 2200 / Fax : +91-22-4252 2380 URL http://www.sumichem-india.co.in 27th July, 2026 BSE Limited, The National Stock Exchange of India, Listing Department, Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai – 400 001 Bandra East, Mumbai – 400 051 Scrip Code: 542920 Scrip Symbol: SUMICHEM Subject: Investor Presentation on Financial Results of the Company for the quarter ended 30th June, 2026. Dear Sirs, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith investor presentation on the Financial Results of the Company for the quarter ended 30th June, 2026. Kindly do the needful to display the same on your website. Thanking You, Yours faithfully, For Sumitomo Chemical India Limited Deepika Trivedi Company Secretary & Compliance Officer Encl.: a/a Registered Office: Building No. 1, Ground Floor, Shant Manor Co-op. Housing Society Ltd., Chakravarti Ashok ‘X’ Road, Kandivli (East), Mumbai – 400 101, Maharashtra, INDIA. Sumitomo Chemical India Limited Investor Presentation - June 2026 STABILITY A YEAR OF SCI 2.0 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sumitomo Chemical India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Innovate Nurture Grow www.sumichem.co.in Financial Performance & Key Highlights SCI 2.0 Performance Highlights – Quarter Revenue (Rs Crs) Gross Profit (Rs. Crs) & Historical Quarter 1 Performance Trend Gross Profit Margin (%) Gross Profit Margin % EBITDA Margin % PAT Margin % 1,057 1,063 1200.0 45.0% 1,056.8 1,063.3 39.2% 38.1% 985.5 38.9% 40.0% 1000.0 36.1% 39.2% 38.1% 35.1% 838.9 35.0% ) 782.0 31.1% s e 800.0 Q1FY26 Q1FY27 Q1FY26 Q1FY27 r o r 724.2 30.0% EBITDA (Rs. Crs) & PAT (Rs Crs) 600.0 20.7% 21.9% 25.0% EBITDA Margin (%) PAT Margin (%) ( e u 19.2% 19.1% 19.2% 20.0% e 400.0 20.2% +6% +20% v R 15.0% 11.1% 233 215 16.9% 219 200.0 15.1% 13.5% 14.0% 178 10.0% 8.5% 0.0 5.0% Q1FY22 Q1FY23 Q1FY24 Q1FY25 Q1FY26 Q1FY27* 21.9% 20.7% 20.2% 16.9% Q1FY26 Q1FY27 Q1FY26 Q1FY27* *Q1FY27 includes an Exceptional Item of Rs. 26.9 crore, representing the insurance claim received towards business interruption arising from the fire incident at the Company's Bhavnagar plant during FY23. Given the seasonality in the business, it is best monitored on an annual basis Innovate Nurture Grow www.sumichem.co.in SCI 2.0 Performance Highlights – Q1FY27 ✓ Indian agrochemical sector was impacted by an adverse operating environment in the quarter, with the delayed onset of the South-West monsoon, 40% rainfall deficit till June-end, lower reservoir levels and a ~20% decline in kharif sowing area during the early part of the season. Additionally, elevated channel inventories following advance purchases in March-April and subsequent price corrections weighed on demand during the quarter. ✓ Despite these near-term headwinds, SCIL delivered a resilient operating performance, with revenue increasing by modest 1% YoY to Rs. 1,063 crore, supported by disciplined execution, timely pricing actions and a favourable product mix. ✓ Domestic demand remained subdued owing to delayed monsoon and lower acreage, while exports registered healthy growth of 26% YoY, increasing their contribution to 16% of revenues. Export performance was driven by strong growth in South America, Asia (Ex. India) and Africa, partially offset by lower sales in Japan and North America. Growth in Metal Phosphides (+21% YoY) and AND & EHD (+11% YoY) helped offset softer demand in Herbicides, Fungicides and Plant Growth Regulators. ✓ The Company undertook calibrated price revisions during April and May to mitigate input cost inflation, while maintaining market competitiveness. Consequently, Gross Profit increased 4% YoY, with Gross Margin expanding by 111 bps to 39.2%, reflecting improved realization and a healthier business mix. ✓ The business demonstrated healthy earnings resilience despite an industry-wide demand slowdown. Operating EBITDA increased 6% YoY to Rs. 233 crore, while EBITDA Margin expanded by 120 bps to 21.9%, aided by gross margin improvement, operating discipline and continued focus on cost optimization. Profit Before Tax (before Exceptional Item) grew 9% YoY. ✓ During the quarter, the Company recognized an insurance claim of Rs. 27 crore towards business interruption arising from the FY23 Bhavnagar plant fire incident - resulting in Reported PBT and PAT increasing 20% YoY, with Net Profit reaching Rs. 215 crore and Net Profit Margin improving by 332 bps to 20.2%. ✓ The Company continued to strengthen its commercial execution during the quarter through annual sales alignment, regional marketing execution meetings, focused channel engagement and division-wise product prioritization. Additionally, Topgrain and Helibax (Pyridalyl + Emamectin) remain on track for launch during Q2FY27, supporting future growth initiatives. ✓ With monsoon progress improving during July, gradual recovery in sowing activity and a strengthened commercial pipeline, the Company remains focused on driving sustainable growth through differentiated products, disciplined execution, enhanced channel engagement and continued operational excellence. Innovate Nurture Grow www.sumichem.co.in SCI 2.0 Delayed Monsoon and Lower Acreage Innovate Nurture Grow www.sumichem.co.in [Showing first 8,000 characters — download PDF for full document]