Q4 2026 Sudarshan Chemical Industries Ltd Earnings Call Transcript
Key Points
- Sudarshan Chemical Industries Ltd (BOM:506655) reported a robust Q4 performance, surpassing its projected EBITDA of 9 to 10 million by achieving 11 million.
- The company successfully reduced its inventory by 29 million, exceeding its initial target of 20 million.
- Net debt was significantly reduced from 934 crores in December 2025 to 755 crores by March 2026.
- The integration of acquired businesses is progressing well, with initiatives like the One SAP drive project expected to enhance operational efficiency.
- Sudarshan Chemical Industries Ltd (BOM:506655) has built back customer trust, receiving several 'best supplier of the year' awards from its clients.
- The company faced challenges with profitability due to high working capital and poor customer service stemming from broken supply chain processes.
- There were significant integration challenges, including a silo mentality and lack of harmonized reporting systems.
- The Middle East crisis has impacted the company's cost base, with increased energy and logistics costs.
- The acquired group's EBITDA was affected by high fixed costs, despite having higher gross margins compared to the legacy business.
- The geopolitical situation has led to muted demand in some regions, affecting the company's growth projections.
Okay, good morning friends. This is Ankur Periwal from Excess Capital and we are pleased to host Sudarshan Chemical Industries Q4 as well as 12 month ending financial year '26 post result earnings call.
The call as usual will start with a brief management discussion on the quarterly and the full year performance followed by an interactive Q&A session.
The management team here is represented by Mr. Rajesh Rathi. Chairman and Managing Director, Mr. Neelkant Nathu, Chief Financial Officer, and Mr. Amey Athle, General Manager, Finance. Over to you, Mr. Rathi, for the initial comments, post which we will open the floor for Q&A.
Over to you, Rathiji.
Thank you.
Thank you, Ankurji, for hosting us and Access Capital for hosting our call.
You are able to hear me clearly.
Yes, sir. Loud and clear.
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