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Chemplast Sanmar

Q1 FY27Chemicals & Petrochemicals

Chemplast Sanmar Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹179
Market cap₹2.8K Cr
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 4 strong

RevenueRank 3
MarginRank 3
CapexYes
Order bookYes

Not discussed on this call: fundraise.

The short version

Specialty Chemicals segment shows strong growth with 21% YoY volume increase in Q1 FY27; expected to continue ramping up with 14 commercial molecules and ~50 in development across agchem, pharma, and specialty sectors. Specialty Chemicals segment shows healthy 21% YoY volume growth with a strong order book, expected to drive profitable growth.

From Chemplast Sanmar's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3
  • Specialty Chemicals segment shows strong growth with 21% YoY volume increase in Q1 FY27; expected to continue ramping up with 14 commercial molecules and ~50 in development across agchem, pharma, and specialty sectors.
  • Custom Manufacturing (CMCD) business has a strong order book and is on track to achieve INR1,000 crores revenue target; ramp-up of new capacities progressing with full utilization expected by FY27 end.
  • Suspension PVC segment facing short-term challenges but expected to improve from Q3 FY27 onwards due to better PVC/VCM spreads supported by protective duties and market recovery.
  • Paste PVC realization and margins improving, aided by writ petition outcomes; capacity debottlenecking completed, supporting volume growth and better spreads.
  • R32 refrigerant gas production capacity of 14,000 tons to be fully commissioned by FY27 end with a go-to-market strategy targeting both domestic and international sales.

Profitability & Margins

See what Chemplast Sanmar said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
- Chemplast Sanmar is investing in capacity expansion in the specialty chemicals segment to drive profitable growth. - The Custom Manufacturing Chemicals Division (CMCD) capacity has expanded significantly, for example from roughly 1,100 tons to 5,400 tons. - Resources have been invested in Europe and Japan to support business development and possibly diversify beyond agrochemicals into pharmaceuticals and specialty chemicals. - The company is on track to commission 14,000 tons of refrigerant gas (R32) capacity by the end of the current fiscal year. - Capex for growth is ongoing, with negative free cash flows due to investments, but liquidity and cash conservation help manage debt servicing. - The committee of independent directors is evaluating strategic options to enhance long-term value, indicating possible future strategic investments or decisions. Overall, significant capital investments are focused on specialty chemicals, capacity expansion, and geographic market diversification.

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

5x potential
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Chemplast Sanmar said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Yes
  • Custom Manufacturing business has a good order book with strong outlook and performance in Q1.
  • The CMCD (Custom Manufacturing & Development) segment has a healthy order book supporting 60-70% utilization of commissioned assets.
  • Currently, 14 molecules are in commercial production with around 50 molecules in various development stages in the pipeline.
  • Strong order backlog exists for the remaining 9 months of the year.
  • The business anticipates continued ramp-up and commercialization of additional molecules in the coming quarters.
  • Active efforts are underway to diversify beyond agchem to pharma and specialty chemicals with projects in progress.
  • Business development activities in Europe and Japan are ongoing for expanding client base and product range.
  • Overall, the company is confident of maintaining healthy order inflows and sustained growth in the CMCD segment going forward.

Chemplast Sanmar — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.3K Cr, net loss ₹45 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Chemplast Sanmar Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Chemplast Sanmar Q1 FY27 results?

Specialty Chemicals segment shows strong growth with 21% YoY volume increase in Q1 FY27; expected to continue ramping up with 14 commercial molecules and ~50 in development across agchem, pharma, and specialty sectors. Specialty Chemicals segment shows healthy 21% YoY volume growth with a strong order book, expected to drive profitable growth.

What is Chemplast Sanmar share price analysis?

Chemplast Sanmar currently shows a below-average growth signal. The stock trades at a P/E of N/A with a market cap of ₹2,797 Cr. Investors should review the full earnings analysis for detailed insights.

Is Chemplast Sanmar planning capital expenditure?

Chemplast Sanmar is investing in capacity expansion in the specialty chemicals segment to drive profitable growth.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.