Sumitomo Chemical India (SUMICHEM) Q4 25/26 earnings summary

Executive summary

• Achieved record profitability in FY 2026, with PAT up 7% year-over-year to INR 543 crore, despite industry headwinds and regulatory constraints.

• Domestic revenue grew 4% year-over-year, while exports declined 1%; branded formulations comprised 81% of domestic sales.

• Seven new products launched, with strong adoption of proprietary technologies and digital outreach expansion.

• Audited standalone and consolidated financial results for FY26 were approved, with a final dividend of ₹1.30 per share recommended.

• Both standalone and consolidated results received unqualified audit opinions, confirming compliance with Indian Accounting Standards and SEBI regulations.

Financial highlights

• FY26 consolidated revenue from operations was ₹32,383.15 million, up from ₹31,485.24 million year-over-year.

• Consolidated net profit for FY26 was ₹5,429.75 million, compared to ₹5,064.43 million in FY25.

• Gross profit margin improved to 42.0% in FY26; EBITDA margin rose to 20.7%.

• Q4FY26 revenue at ₹684 crore, up 1% YoY; Q4 PAT up 12% to ₹111 crore.

• Basic and diluted EPS (standalone) for FY26 was ₹10.88, up from ₹10.06 in FY25.

Outlook and guidance

• Cautiously optimistic for FY27, with demand holding up and production at full capacity.

• Performance is seasonal and depends on monsoon and climatic conditions.

• Key risks include monsoon variability, fertilizer supply, raw material inflation, and global geopolitical developments.

• New product launches and digital initiatives expected to drive future growth.