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Sumitomo Chemical India Ltd

Q4 FY26Fertilizers & Agrochemicals

Sumitomo Chemical India Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹535
Market cap₹25.3K Cr
P/E44.4
Updated23 Aug 2026
Read4 min read

What the Q4 FY26 call signalled

1 of 3 strong

RevenueSlow growth
MarginMargins steady
CapexCapex planned

The short version

FY '27 revenue growth expected to be cautious due to monsoon uncertainty, fertilizer supply, and geopolitical tensions. Sumitomo Chemical India expects volume-driven growth in core agrochemical business post-FY26, with new capex projects (Dahej site INR150 crores+) commercializing from FY28-FY29, adding incremental revenues.

From Sumitomo Chemical India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Slow growth
  • FY '27 revenue growth expected to be cautious due to monsoon uncertainty, fertilizer supply, and geopolitical tensions.
  • Current year (FY '27) sales targeted to be maintained around INR110-140 crores in certain segments, with no incremental revenue expected immediately from ongoing capex projects.
  • Incremental revenues from capex at Dahej and other projects anticipated from FY '28 and FY '29 onwards.
  • New product pipeline includes 3-4 molecules; only one (Excalia Max) launched so far with others expected in coming years post regulatory approvals.
  • Specialty products are key growth drivers; contributing to 30% of domestic revenues with new technologies expected to improve volume and revenue mix structurally.

2 more points from Sumitomo Chemical India Ltd's call on revenue

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Profitability & Margins

See what Sumitomo Chemical India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Ongoing capex projects are progressing well, especially infrastructure expansion for parent company's proprietary products, including newly launched patented products globally.
  • Commitment to invest in manufacturing expansion at Bhavnagar, Tarapur, and Dahej sites.
  • INR150 crores capex announced for Dahej plant, expected to commercialize within 2 years. Additional phases of similar capex size expected and will be announced periodically over next few years.
  • Company is in advanced stages of techno-commercial feasibility for further capex projects; approvals pending from board and parent company.
  • Capex projects aimed at becoming a manufacturing hub for parent company’s global requirements, including agro intermediates and semiconductor materials.
  • Capex implementation timeline spread over multiple years, with revenue impact expected mostly beyond FY '27.

2 more points from Sumitomo Chemical India Ltd's call on capex

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Top-ranked in Fertilizers & Agrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Anya Polytech &
Rev 2Mar 1
2Dharmaj Crop
Rev 2Mar 2
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 3Mar 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 Sumitomo Chemical India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

From the discussion, relevant points related to future business and projects include: - Several capex projects announced, including a significant INR150 crores capex at the Dahej site expected to commercialize in 2+ years. - A pipeline of similar magnitude projects under feasibility studies for coming years. - Expectation to sustain current sales (INR110-140 crores) in FY '27 with incremental revenues from capex projects likely from FY '28 onwards. - Ongoing product registrations and launches (e.g., Excalia Max launched, others expected in FY '27).

2 more points from Sumitomo Chemical India Ltd's call on order book

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Sumitomo Chemical India Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹891 Cr, net profit ₹156 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Sumitomo Chemical India Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Sumitomo Chemical India Ltd Q4 FY26 results?

FY '27 revenue growth expected to be cautious due to monsoon uncertainty, fertilizer supply, and geopolitical tensions. Sumitomo Chemical India expects volume-driven growth in core agrochemical business post-FY26, with new capex projects (Dahej site INR150 crores+) commercializing from FY28-FY29, adding incremental revenues.

What is Sumitomo Chemical India Ltd share price analysis?

Sumitomo Chemical India Ltd currently shows a neutral. The stock trades at a P/E of 44.4 with a market cap of ₹25,334 Cr. Investors should review the full earnings analysis for detailed insights.

Is Sumitomo Chemical India Ltd planning capital expenditure?

Ongoing capex projects are progressing well, especially infrastructure expansion for parent company's proprietary products, including newly launched patented products globally.

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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.