Sudarshan Chemical Industries Limited · NSE:SUDARSCHEM
Sudarshan Chemical Industries — Q1 FY27 Earnings Presentation
26 slides from Sudarshan Chemical Industries's earnings presentation, Aug 13, 2026
Slide 1: Exchange filing cover letter for Q1FY27 investor presentation
13th August, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Mumbai – 400 001 Bandra Kurla Complex, Scrip Code – 506655 Bandra (East), Mumbai – 400 051 Scrip Symbol - SUDARSCHEM Dear Sir / Madam, Sub : Results Earnings
Slide 2: ONE Sudarshan Investor Presentation Q1 FY27
ONE Sudarshan Investor Presentation Q1 FY27 August 14, 2026
Slide 3: Safe harbour statement
Safe harbour statement • This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements • These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results
Slide 4: One Sudarshan introduction
One Sudarshan introduction 3
Slide 5: Sudarshan and Heubach unite forces
Sudarshan and Heubach unite forces Legacy Legacy Top-2 player globally with a legacy of Fastest growing and most over 200 years and about a billion profitable pigment company with Euros in revenue 1,270+ employees A global, value-creating pigment 75+ years of experience in pigment Global manufacturi
Slide 6: We have established ourselves as industry leaders
We have established ourselves as industry leaders, and even greater opportunities lie ahead Expanded Truly global Unrivalled Pigment Financially manufacturing reach Portfolio and robust footprint Technology 19 All ~1,600 € ~1 bn Manufacturing facilities Major industry segments Pigment products Annua
Slide 7: Global manufacturing footprint of 19 sites
Sudarshan now has a global manufacturing footprint of 19 sites – all plants operating well Inorganic Organic pigment Preparations Langelsheim2, Germany Frankfurt, Tianjin, China Nagda, India Fairless Hills Germany Cuddalore, PA, the US India Shizuoka, Japan Ankleshwar, India Santa Clara, Mexico Bang
Slide 8: Technical marketing centres and global innovation team
We have 12 technical marketing centres supported by 250+ global marketing and innovation team to support our customers Dedicated Global commercial marketing team to identify new market trends and shaping our value proposition for the customers Global technical and innovation team to drive global inn
Slide 9: Integration update
Integration update 8
Slide 10: Transformational Journey
Transformational Strong leap in key financial metrics benefitting all Sudarshan stakeholders (All values in Rs. Cr.) Journey FY23* FY27 FY29 Revenue 2,079 9,800-10,200 12,000-14,000 EBITDA 194 ~800 1,400-1,500 Net debt 797 ~500 Cash positive * FY23 pertains to legacy Sudarshan Pigment business finan
Slide 11: Sudarshan is in a strong position today
Sudarshan is in a strong position today Reminder on where we were last year… … and where we are today Legacy driven organizational silos and no unified culture Created ONE Sudarshan culture Opened our 2nd global headquarters in Frankfurt Critical leadership talent gaps Hired key talent and optimized
Slide 12: Integration update: priorities going ahead
Integration update: priorities going ahead NOT EXHAUSTIVE Key year 1 priorities… …and how we are taking them further in year 2 Expand co-development and technical marketing partnerships Customer centricity Make our CSD teams world-class for customer service Value capture plan Continue focus on initi
Slide 13: Q1 performance update
Q1 performance update 12
Slide 14: The market remains volatile but we are set up to respond
The market remains volatile – but we are set up to respond Impact on Middle East crisis on One Sudarshan Gulf war crisis posing challenges for product Our cross-functional task force will continue to costing and demand limit disruptions Energy costs spiked earlier this year due to rise in the • Pr
Slide 15: Pigment performance - Q1 FY27
Pigment performance - Q1 FY27 Pigment-only results across legacy Sudarshan and Acquired Group In ₹ Cr Legacy Sudarshan Acquired Group Pigment Global Q1 26 Q4 26 Q1 27 YoY% Q1 26 Q4 26 Q1 27 YoY% Q1 26 Q4 26 Q1 27 YoY Revenue from 578 778 730 26.4% 1,882 1,951 1,973 4.9% 2,456 2,689 2,605 6.0% Operat
Slide 16: Reported EBITDA higher due to credit of inventory overhead
EBITDA: Reported EBITDA higher due to credit of inventory overhead Acquired group EBITDA, INR Cr 146 Reported EBITDA = Operating profit from 128 18 actual sales with the impact of inventory change (change in inventory for FG and WIP) Business EBITDA = Operating profit from actual sales without the i
Slide 17: Deep-dive RIECO performance
Deep-dive RIECO performance RIECO-only results In ₹ Cr Commentary RIECO Quarterly performance 1 The Company faced challenges in execution due to sub- Q1 26 Q4 26 Q1 27 YoY% contracting manpower availability and delays in 1 customer site readiness. Revenue from Operations 51 102 38 -25% 2 EBITDA decl
Slide 18: One Sudarshan Q1 FY27 performance
One Sudarshan Q1 FY 27 performance Consolidated results across legacy Sudarshan and Acquired Group In ₹ Cr Legacy Sudarshan Acquired Group One Sudarshan Q1 26 Q4 26 Q1 27 YoY% Q1 26 Q4 26 Q1 27 YoY% Q1 26 Q4 26 Q1 27 YoY Revenue from 628 880 768 22.3% 1,882 1,951 1,973 4.9% 2,507 2790 2,642 5.4% Ope
Slide 19: Financial Ratios - One Sudarshan
Financial Ratios - One Sudarshan Key ratios FY 26 Q1 27 Commentary Earnings Per Share (₹)3 6.6 12.3 Key balance sheet ratios show significant improvement and Return on Capital Employed1 (%) 10.8% 22.7% demonstrate strong balance sheet position Net debt to Equity Ratio 0.3 0.2 Net Debt has reduced fr
Slide 20: Outlook
Outlook 19
Slide 21: FY 27 Outlook
Sudarshan enters FY27 with strong profitability momentum and growing conviction in its long-term position as one of the largest global pigment platforms, backed by broad technology depth and a global footprint that supports supply resilience Ongoing need to cautiously navigate a challenging market e
Slide 22: About Sudarshan
About Sudarshan 21
Slide 23: Our Governance Structure - Board of Directors
Our Governance Structure - Board of Directors Mrs. Sudha Navandar Mr. Rajendra Mariwala Non-Executive, Non-Executive, Independent Director Independent Director Mrs. Anu Wakhlu Mr. Amitabha Mukhopadhyay Non-Executive, Non-Executive, Independent Director Non-Independent Director Ms. Bhumika Batra Mr.
Slide 24: Shareholder Information
Shareholder Information Share Information (as of 30th June 2026) Shareholding Pattern (as of 30th June 2026) NSE Ticker SUDARSCHEM Promoters 8.19% BSE Ticker 506655 FIIs and FPIs 8.47% Market Cap (₹ Mn) 69,350 Mutual Funds 25.17% % free-float 91.81% Others 58.17% Free-float market cap 63,670 Shares
Slide 25: Investor Relations Connect
Investor Relations Connect Investor Relations at Sudarshan: Mr. Mandar M. Velankar +91 20 6828 1200 investorrelations@sudarshan.com CIN: L24119PN1951PLC008409 www.sudarshan.com Sudarshan Chemical Industries Limited 7th Floor, Eleven West Panchshil, Survey No. 25, Near PAN Card Club Road, Baner, Pune
Slide 26: Thank you
Thank you
Sudarshan Chemical Industries — Q1 FY27 Earnings Presentation on 6ix