Chemplast Sanmar Limited · NSE:CHEMPLASTS
Chemplast Sanmar — Q2 FY2026 Earnings Presentation
38 slides from Chemplast Sanmar's earnings presentation, Nov 13, 2025
Slide 1: Investor Presentation filing cover letter to stock exchanges
13th November, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Mumbai – 400 050 Scrip Code - 543336 Scrip Symbol - CHEMPLASTS Subject: Investor Presentation Please find enclosed a copy of Investo
Slide 2: Chemplast Sanmar Ltd. Investor Presentation – Q2 FY '26
Chemplast Sanmar Ltd. Investor Presentation – Q2 FY ’26
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the ‘Presentation’), which have been prepared by Chemplast Sanmar Ltd. (the ‘Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securi
Slide 4: Performance Highlights
Sea ~~. Performance Highlights
Slide 5: Performance Highlights: Q2 & H1 FY '26
Performance Highlights: Q2 & H1 FY ’26 Key Highlights Rs. Cr PVC (both Suspension and Paste) Revenues EBITDA PAT • Domestic demand environment for Paste PVC showed signs of recovery in Q2 FY ‘26, primarily led by the strong demand from automotive and footwear segments. However, the Paste PVC margins
Slide 6: MD's Message
MD’s Message “Our performance during the quarter showed a marked improvement, both on Q-o-Q and Y-o-Y basis, largely thanks to better margins 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 per
Slide 7: Segmental Highlights - Quarterly
Segmental Highlights - Quarterly Rs. Cr Specialty Chemicals^ Value - Added Chemicals# Suspension PVC Consolidated Revenue Break-up 1,100 1,033 993 608 306 354 372 530 523 157 138 138 Q2 FY '25 Q1 FY '26 Q2 FY '26 Q2 FY '25 Q1 FY '26 Q2 FY '26 Q2 FY '25 Q1 FY '26 Q2 FY '26 Q2 FY '25 Q1 FY '26 Q2 FY '
Slide 8: Segmental Highlights – Half Yearly
Segmental Highlights – Half Yearly Rs. Cr Specialty Chemicals^ Value - Added Chemicals# Suspension PVC Consolidated Revenue Break-up 2,138 2,133 1,174 1,131 726 662 302 276 H1 FY '25 H1 FY '26 H1 FY '25 H1 FY '26 H1 FY '25 H1 FY '26 H1 FY '25 H1 FY '26 mt 2,97,345 2,83,894 Sales Volume 1,69,819 1,50
Slide 9: Consolidated Profit & Loss Account
Consolidated Profit & Loss Account Rs. Cr Particulars Q2 FY ’26 Q2 FY ’25 Y-o-Y Q1 FY ’26 Q-o-Q H1 FY’26 H1 FY’25 Y-o-Y Revenue from Operations 1,033 993 4% 1,100 -6% 2,133 2,138 0% Cost of Goods Sold 644 624 733 1,377 1,309 Employee Cost 65 66 65 130 125 Other Expenses 281 277 285 566 555 EBITDA 43
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet Rs. Cr Assets Sep ’25 Mar ’25 Equity And Liabilities Sep ’25 Mar ’25 Non-Current Assets Equity a) Property, Plant And Equipment 4,337 4,405 a) Equity Share Capital 79 79 b) Capital Work in Progress 283 137 b) Other Equity 1,839 1,955 c) Instruments entirely equity in natur
Slide 11: Consolidated Cashflow Statement
Consolidated Cashflow Statement Rs. Cr Particulars Sep ‘25 Sep ‘24 Net Profit Before Tax (149) (33) Adjustments for: Non-Cash Items / Other Investment or Financial Items 205 180 Operating profit before working capital changes 56 147 Changes in working capital 74 (2) Cash generated from Operations 13
Slide 12: Standalone Profit & Loss Account
Standalone Profit & Loss Account Rs. Cr Particulars Q2 FY ’26 Q2 FY ’25 Y-o-Y Q1 FY ’26 Q-o-Q H1 FY’26 H1 FY’25 Y-o-Y Revenue from Operations 558 516 8% 495 13% 1,053 1,076 -2% Cost of Goods Sold 279 246 214 493 510 Employee Cost 44 45 41 85 85 Other Expenses 218 211 218 436 423 EBITDA 18 14 27% 22
Slide 13: Standalone Balance Sheet
Standalone Balance Sheet Rs. Cr Assets Sep ’25 Mar ’25 Equity And Liabilities Sep ’25 Mar ’25 Non-Current Assets Equity a) Property, Plant And Equipment 3,421 3,461 a) Equity Share Capital 79 79 b) Capital Work in Progress 279 136 b) Other Equity 4,053 4,118 c) Instruments entirely equity in nature
Slide 14: Standalone Cashflow Statement
Standalone Cashflow Statement Rs. Cr Particulars Sep ‘25 Sep ‘24 Net Profit Before Tax (83) (38) Adjustments for: Non Cash Items / Other Investment or Financial Items 120 98 Operating profit before working capital changes 37 60 Changes in working capital (173) 22 Cash generated from Operations (136)
Slide 15: Company Overview
Company Overview
Slide 16: Chemplast Sanmar: Leading Chemical Manufacturer in India…
Chemplast Sanmar: Leading Chemical Manufacturer in India… 4 Manufacturing Experienced management #1 #1 sites with a high degree of team with deep domain Leading player manufacturer of S- backward integration (2) expertise manufacturer of in Custom Specialty PVC in South Manufactured India & 2nd Past
Slide 17: … with a Diversified Product Portfolio
… with a Diversified Product Portfolio Chemplast Sanmar CCVL (2) Specialty Chemicals(1) Value-added Chemicals Suspension PVC Specialty Paste PVC Custom Refrigerant Caustic Soda Hydrogen Chloromethanes resin Manufacturing Gases (HFOs) peroxide Irrigation End-user Auto and Footwear Furniture Pharma Ag
Slide 18: The Sanmar Advantage: Specialty Paste PVC
1. Specialty Paste PVC Part of Specialty chemical division of Chemplast Sanmar. Largest manufacturer of Specialty Paste PVC resin in India • Manufactured at Mettur facility since 1968; 41 ktpa one-step process capacity added at CSL is the oldest player and one of only two companies in India having t
Slide 19: The Sanmar Advantage: Custom Manufactured Chemicals
2. Custom Manufactured Chemicals Part of specialty chemicals division of Chemplast Sanmar; growing Renowned for our Sustainability, Environmental and Safety rapidly on the back of 15 years of long-standing client relationships stewardship • Quality manufacturing at Berigai facility in a safe and sus
Slide 20: Expanding Horizons in Fluorine Chemistry and Refrigerant Science
3. Expanding Horizons in Fluorine Chemistry and Refrigerant Science - logical extension from R22 Rationale Expertise in R22 Fluorination Chemistry Growing market Commenced Refrigerant Gas operations One of the earliest producers of in October 1988 at Mettur, Tamil Nadu, India’s demand for Room Air R
Slide 21: The Sanmar Advantage: Caustic Soda, Hydrogen Peroxide, Chloromethanes
4. Caustic Soda | Hydrogen Peroxide | Chloromethanes Part of Value-added chemicals division of Chemplast Sanmar; these complete the integration story of the company • Generated as a joint product in the process of manufacture of Capacity chlorine Caustic soda Fully integrated operations resulting in
Slide 22: The Sanmar Advantage: Suspension PVC
5. Suspension PVC (1) Largest manufacturer of S-PVC in South India Strong customer relationships with a diversified dealer/ and second largest in India customer network • Manufactured at Cuddalore facility since 2009; 331 ktpa capacity The Sanmar Advantage • This facility has a captive import termin
Slide 23: Key Strengths
Key Strengths
Slide 24: Key Strengths
Key Strengths ‣ Over five decades track record ‣ State-of-the-art manufacturing units at strategic locations ‣ Significant expansion projects – Speciality chemicals Chemplast Sanmar Limited ‣ Steady growth industry ‣ Strong focus on sustainability ‣ Committed leadership team with eminent board 23
Slide 25: 1. Over five decades track record
1. Over five decades track record 24
Slide 26: State-of-the-art Manufacturing Units
2. State-of-the-art Manufacturing Units… 01 Mettur, Tamil Nadu • The site consist of 4 plants with high degree of integration • Paste PVC – 66 ktpa • Zero liquid discharge facility • Hydrogen Peroxide – 34 ktpa • Sourcing of power from a captive power plant of 48.5 MW • Chloromethanes – 35 ktpa • Re
Slide 27: … with a High Degree of Backward Integration
… with a High Degree of Backward Integration Mettur Plant Externally Procured Hydrogen Hydrogen By Product Peroxide 34kt Product Sold Imported Coal Caustic Soda Methanol EDC Power Plant Ref. Electrolysis Gases Paste PVC 48.5 MW VCM 70 kt 66 kt Chloromethanes Chlorine HCl HCl 35 kt Salt 400kt (Vedara
Slide 28: Significant expansion projects – Speciality chemicals
3. Significant expansion projects – Speciality chemicals 910 5,410 mtpa mtpa Steady state 1432 Phase mtpa 3 2,000 Phase Project 1,068 mtpa 2 initiated mtpa Phase Commissioned Starting 1 (Dec’24) point (2021) Commissioned (Sep ’23) Custom • Commissioned Phase 1 of new multi-purpose production block (
Slide 29: Steady Growth Industry…
4. Steady Growth Industry… Products Specialty Paste PVC Suspension PVC Custom Manufactured Chemicals • India heavily import dependent • India set to outpace global Agro-CMC • India heavily import dependent • Demand growing at a fair clip market - AIs and advanced Key • Enough headroom to grow – no c
Slide 30: … with CSL's unique position to capitalize on it
… with CSL’s unique position to capitalize on it Technology not available Leverage Existing Infra on License Owns vacant industrial land and 01 other infrastructure for future leg Paste PVC manufacturing technology is closely of expansion guarded and is not readily available on license 02 High Safet
Slide 31: Strong Focus on Sustainability…
5. Strong Focus on Sustainability… Environment Friendly • Harmonious relationship with Practices Health & Safety Measures neighboring communities • Zero liquid discharge policy • Transport safety - Installation • Desalination plants at coastal of speed control & safety • Receive enquiries from poten
Slide 32: … with various awards & recognitions
… with various awards & recognitions Accreditations Key Awards Sword of Honor Sword of Honor British Safety British Safety ECOVADIS SILVER Star Award from National Council Council MEDAL Safety Council 2021, 2020, Mettur Cuddalore Safety Safety Plant 2 One of the two winners of the ‘Sustainability Aw
Slide 33: Committed Leadership Team With Eminent Board
6. Committed Leadership Team With Eminent Board Dr. Krishna Kumar Rangachari Vijay Sankar Ramkumar Shankar Business Head - Custom N Muralidharan Chairman & Managing Director Manufactured Chemicals Chief Financial Officer Non Executive Director Division Aditya Jain Dr. Lakshmi Vijayakumar Independent
Slide 34: Historical Financials
Historical Financials
Slide 35: Historical Segmental Highlights
Historical Segmental Highlights Rs. Cr Speciality Chemicals^ Value-added Chemicals# Suspension PVC Total* Revenue Break-up 5,892 1,464 4,941 3,883 4,346 1,310 3,799 3,923 1,122 3,000 937 980 819 2,511 2440 699 2259 623 503 351 FY '21 FY '22 FY '23 FY '24 FY '25 FY '21 FY '22 FY '23 FY '24 FY '25 FY
Slide 36: Performance Trend
Performance Trend Revenue EBITDA Rs. Cr 22% 20% 9% 1% 5% Margin 5,892 1,197 4,941 4,346 855 3,799 3,923 468 219 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++ 1459 152 1,117 741 -158 -110 -362 -184 FY '21 FY '22 FY '23 FY '24 FY '25
Slide 37: Way forward
Way forward The Company expects margins to improve and Speciality Paste 1 sustain over the medium to long term driven by PVC the tightness in global demand supply The margins are likely to improve and sustain over the medium to long term given the global Suspension PVC 4 imbalance with demand growth
Slide 38: Thank You!
Thank You! Company Chemplast Sanmar Ltd. CIN- L24230TN1985PLC011637 Harish Sridhar - Investor Relations grd@sanmargoup.com www.chemplastsanmar.com http://www.sgapl.net/images/sgapl_logo.jpg Investor relations advisor Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Shikha Puri / Shrik