Chemplast Sanmar Ltd
Chemplast Sanmar Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #54 of 71 in Chemicals & Petrochemicals
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Chemplast Sanmar Ltd Q4 FY26 key numbers
- Revenue
- PVC market demand in CY '26 expected to be stable or marginally up after a ~1% drop in CY '25 (4.3 million tons).
As stated in Chemplast Sanmar Ltd's Q4 FY26 earnings call transcript · published 13 Jun 2026. Reported figures, not investment advice.
The short version
PVC market demand in CY '26 expected to be stable or marginally up after a ~1% drop in CY '25 (4.3 million tons). Chemplast Sanmar anticipates long-term stable growth in the Paste PVC segment, driven by sustained demand from sectors like automobiles and footwear, alongside irrigation needs in agriculture (Page 19).
From Chemplast Sanmar Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- PVC market demand in CY '26 expected to be stable or marginally up after a ~1% drop in CY '25 (4.3 million tons).
- Paste PVC market shows sustained growth potential, driven by robust demand in automobiles, footwear, and irrigation sectors.
- Irrigation-related demand is expected to grow due to increasing use of drip/sprinkler systems and government subsidy schemes (NABARD).
- Specialty Chemicals segment sees positive trajectory despite near-term agrochemical sector slowdown; INR1,000 crore revenue target expected next financial year from custom manufacturing.
- R32 refrigerant capacity to expand to 14,000 metric tons by end of CY '26, targeting domestic and export markets.
2 more points from Chemplast Sanmar Ltd's call on revenue
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Profitability & Margins
See what Chemplast Sanmar Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Chemplast Sanmar's capital allocation priority is focused on Specialty businesses, including the expansion of Paste PVC capacity and investments in custom manufacturing and ref gases (Specialty portfolio).
- The company is investing in ref gases linked to Specialty businesses.
- A committee of independent directors has been formed to evaluate the overall business portfolio, potential reorganization, and M&A opportunities to enhance long-term stakeholder value.
- Future capex decisions will be influenced by the committee's findings, focusing on capital employment and mitigating cyclical commodity risks.
2 more points from Chemplast Sanmar Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
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 Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company currently has Letters of Intent (LOIs) for 6 out of 17 commercial molecules in its Custom Manufacturing (CDMO) business.
- The pipeline includes 45 molecules overall, with 17 commercial and the rest at various development stages.
- Revenue targets for the CDMO business aim to reach around INR 1,000 crores next financial year, albeit with a delay of about 12 months due to agrochemical sector slowdown.
- The future orderbook is positive, with good engagement from innovator customers seeking to diversify supplier bases in India.
2 more points from Chemplast Sanmar Ltd's call on order book
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Chemplast Sanmar Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.3K Cr, net loss ₹45 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Chemplast Sanmar Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Chemplast Sanmar Ltd Q4 FY26 results?
PVC market demand in CY '26 expected to be stable or marginally up after a ~1% drop in CY '25 (4.3 million tons). Chemplast Sanmar anticipates long-term stable growth in the Paste PVC segment, driven by sustained demand from sectors like automobiles and footwear, alongside irrigation needs in agriculture (Page 19).
What is Chemplast Sanmar Ltd share price analysis?
Chemplast Sanmar Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹2,911 Cr. Investors should review the full earnings analysis for detailed insights.
Is Chemplast Sanmar Ltd planning capital expenditure?
Chemplast Sanmar's capital allocation priority is focused on Specialty businesses, including the expansion of Paste PVC capacity and investments in custom manufacturing and ref gases (Specialty portfolio).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.