Sudarshan Chemical Industries Ltd (NSE:SUDARSCHEM)

Q3 2026 Sudarshan Chemical Industries Ltd Earnings Call Transcript

Feb 12, 2026 / 04:30 AM GMT

Release Date Price: ₹924.7 (-1.49%)

Transcript

Key Points

Positve

Sudarshan Chemical Industries Ltd (BOM:506655) completed the acquisition of Hoibok's global business, including Clarion's pigment business, positioning itself as a global leader in the pigment industry.
The company has a broad manufacturing footprint with 19 facilities across 11 countries, enhancing its competitive edge, particularly with 55% of its manufacturing in Asia.
Sudarshan Chemical Industries Ltd (BOM:506655) has made significant progress in integrating the acquired businesses, focusing on customer confidence and service improvements.
The company has initiated a global capability center to enhance productivity and customer response times, which is expected to be fully operational within a year.
Despite a challenging quarter, the company remains optimistic about future performance, with customer trust rebuilt and a positive outlook for demand recovery in Q4.

Negative

The Q3 performance was challenging due to subdued demand in Europe and North America, affecting the specialty chemical industry as a whole.
There was significant destocking by customers, particularly those who had high stocks of Hoibok-related products, impacting sales.
The acquired group reported a loss of 38 crores in EBITDA, with additional provisions due to labor code adjustments.
The company faces challenges with high fixed costs in the acquired group, which impacts profitability during periods of low demand.
There is a temporary impact on reported EBITDA expected due to inventory liquidation efforts, which will affect short-term financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SDCH.NS - Sudarshan Chemical Industries Ltd
Q3 2026 Sudarshan Chemical Industries Ltd Earnings Call
Feb 13, 2026 / 04:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, Good day and welcome to Sudarshan Industries Sudarshan Chemical Industries Limited Q3 and FI26 earnings conference call hosted by Ananwati Shares and Stockbrokers Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Please note that this conference is being recorded.

And now hand the conference over to Mr. Nitesh Dodd from Anandra Shean Stockbrokers.

Thank you and over to you, Mr. Dodd.

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Unidentified_2 [2]
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