CHEMPLASTSNSE13 November 2025

Chemplast Sanmar Limited

5,375words
2turns
0analyst exchanges
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Key numbers — 40 extracted
rs,
13th November, 2025 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 Scrip Code - 543336 National Stock Exchange of India Limited Exch
11%
cially from EU-based suppliers. • Suspension PVC sales volumes for the quarter saw an increase of 11% on a YoY basis, despite softer demand due to the traditionally weaker monsoon. Q2 FY '25 Q1 FY
Rs. 1,033 crore
ins in the Suspension PVC business. During the current quarter, the Company achieved a revenue of Rs. 1,033 crore and an EBITDA of Rs. 43 crores. On CMCD, our performance remained on track as planned, with despa
Rs. 43 crore
s. During the current quarter, the Company achieved a revenue of Rs. 1,033 crore and an EBITDA of Rs. 43 crores. On CMCD, our performance remained on track as planned, with despatches progressing as scheduled
1,54,615 mt
FY '26 Q2 FY '25 Q1 FY '26 Q2 FY '26 Q2 FY '25 Q1 FY '26 Q2 FY '26 l e m u o V s e a S l 1,54,615 mt 1,42,730 1,33,712 21,013 26,403 29,028 43,198 35,363 36,732 69,501 92,849 76,970
4%
tion EBIT Finance Cost Profit Before Tax Tax PAT n.a. - not applicable 644 65 281 43 4% 7 52 (2) 60 (62) (11) (51) 993 624 66 277 26 3% 11 45 (9) 57 (65) (34
3%
licable 644 65 281 43 4% 7 52 (2) 60 (62) (11) (51) 993 624 66 277 26 3% 11 45 (9) 57 (65) (34) (31) 4% 1,100 -6% 733 65 285 17 2% 9 53 (27) 59
6%
62) (11) (51) 993 624 66 277 26 3% 11 45 (9) 57 (65) (34) (31) 4% 1,100 -6% 733 65 285 17 2% 9 53 (27) 59 (86) (22) (64) 153% n.a. 68% n.a. 2,133 1,37
2%
66 277 26 3% 11 45 (9) 57 (65) (34) (31) 4% 1,100 -6% 733 65 285 17 2% 9 53 (27) 59 (86) (22) (64) 153% n.a. 68% n.a. 2,133 1,377 130 566 60 3% 16
153%
(65) (34) (31) 4% 1,100 -6% 733 65 285 17 2% 9 53 (27) 59 (86) (22) (64) 153% n.a. 68% n.a. 2,133 1,377 130 566 60 3% 16 105 (29) 120 (149) (33) (115) 2,1
68%
(31) 4% 1,100 -6% 733 65 285 17 2% 9 53 (27) 59 (86) (22) (64) 153% n.a. 68% n.a. 2,133 1,377 130 566 60 3% 16 105 (29) 120 (149) (33) (115) 2,138 1,309
0%
n.a. 2,133 1,377 130 566 60 3% 16 105 (29) 120 (149) (33) (115) 2,138 1,309 0% 125 555 150 7% 22 90 82 115 (33) (26) (7) -60% n.a. 8 #4579BD #00AEEF #2540
Guidance — 1 items
Note
opening
Benefits of R32 India’s Conditioning is growing strongly demand for Room Air Attractive project economics Smaller Impact on Environment High Energy Efficiency Low Flammability R-32 has zero ODP (Ozone Depletion Potential) Low GWP (Global Warming Potential), i.e., 675, lower than the GWP of currently used R-410A or R-22.
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Risks & concerns — 2 flagged
Risk assessments confirm R-32's safe use in equipment with minimal fire risk.
Note
Cr Margin 20% 1,197 22% 855 468 219 26 FY '21 FY '22 FY '23 FY '24 FY '25 FY '21 FY '22 FY '23 FY '24 FY '25 PAT Net Debt 8% 11% 3% -4% -3% 649 310++ 152 1459 1,117 741 -158 -110 -362 -184 FY '21 FY '22 FY '23 FY '24 FY '25 FY '21 FY '22 FY '23 FY '24 FY '25 #4579BD #00AEEF #25408F #6C3F98 #7670B4 #41AE49 All computations are on consolidated basis Historical numbers are restated post CCVL acquisition in FY ‘21 ++ Excludes post tax impact of gains/ (loss) from JV & Associates: Rs.
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Speaking time
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2
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Opening remarks
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1. S-PVC – Suspension PVC ; Through its wholly owned subsidiary, Chemplast Cuddalore Vinyls Limited (‘CCVL’) 2. For significant portion of its operations 3. Through FIH Mauritius Investments Limited 15 … with a Diversified Product Portfolio #4579BD #00AEEF #25408F #6C3F98 #7670B4 #41AE49 Chemplast Sanmar CCVL (2) Specialty Chemicals(1) Value-added Chemicals Suspension PVC Specialty Paste PVC resin Custom Manufacturing Refrigerant Gases (HFOs) Caustic Soda Hydrogen peroxide Chloromethanes End-user industries Footwear Auto and Furniture upholstery Pharma Agrochemicals Refrigerants Paper Textile Paper Textiles Pharma Artificial leather products Mats Fine Chemicals AC Organic and Inorganic Chemicals Effluent treatment at refineries Dis- infectants Agro- Chemicals Irrigation Urban infra Real estate Capacity (mtpa) FY ’25 Sales split Q2 FY’26 Sales split 107,000 4,500(3) 1,700 (R-22) 119,000 34,000(4) 35,000 331,000 34% 36% 14% 13% 52% 51% Specialty chemicals comprises of Paste PVC, CMCD and
Note
1. 2. Wholly-owned subsidiary of Chemplast Sanmar Ltd. 3. 4. Including capacity of the Phase 1 and Phase 2 expansions of the new Multi-purpose Block The Hydrogen Peroxide capacity is calculated at 50% concentration level, in line with industry standards. (‘mtpa’ stands for metric tons per annum) 16 1. Specialty Paste PVC Part of Specialty chemical division of Chemplast Sanmar. Largest manufacturer of Specialty Paste PVC resin in India #4579BD • Manufactured at Mettur facility since 1968; 41 ktpa one-step process capacity added at Cuddalore in Q4-FY ‘24 CSL is the oldest player and one of only two companies in India having the requisite technology #00AEEF • Primary raw materials include EDC, Ethylene, Chlorine and VCM (for 41 ktpa - Cuddalore facility) • In-house capacity to manufacture significant portion of EDC and all of VCM requirements for the backward integrated capacity of 66 ktpa. This provides flexibility in operations and reduces dependence on external suppliers. • High repeat
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