Sumitomo Chemical India Ltd. · NSE:SUMICHEM
Sumitomo Chemical India — Q2 FY2026 Earnings Presentation
52 slides from Sumitomo Chemical India's earnings presentation, September 2025
Slide 1: A Year of Resurgence
A YEAR OF RESURGENCE Sumitomo Chemical India Limited Investor Presentation - September 2025
Slide 2: Safe Harbour
Safe Harbour SCI 2.0 This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sumitomo Chemical India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscr
Slide 3: Financial Performance & Key Highlights
Financial Performance & Key Highlights
Slide 4: Performance Highlights – Quarter & YTD
Performance Highlights – Quarter & YTD SCI 2.0 Revenue (Rs Crs) Gross Profit (Rs. Crs) & EBITDA (Rs. Crs) & PAT (Rs Crs) Gross Profit Margin (%) EBITDA Margin (%) Q2FY26 vs Q2FY25 -5% -11% -8% -6% 421 401 245 193 988 218 178 930 42.6% 43.1% 24.8% 23.4% 19.5% 19.1% Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25
Slide 5: Performance Highlights – Q2FY26
Performance Highlights – Q2FY26 SCI 2.0 ✓ The South-West Monsoon, though strong overall, turned challenging during the key consumption period. After a brief dry spell in early July, persistent and widespread rains from mid-July through September disrupted normal agronomic activities, impacting pesti
Slide 6: Monsoon Wrap-up 2025
Monsoon Wrap-up 2025 SCI 2.0 Subdivision-wise monsoon rainfall during June-September 2025 Cumulative normal vs. actual rainfall (Mm) in Monsoon season 2025 Distribution of rainfall over 36 sub-divisions in June-September 2025 Source: IMD; CEIC; ICRA Research 6 Innovate Nurture Grow www.sumichem.co.i
Slide 7: Key Launches of Last 3 Years
Key Launches of Last 3 Years SCI 2.0 Innovate Nurture Grow 7 7 www.sumichem.co.in
Slide 8: FY25-26 Launches
FY25-26 Launches SCI 2.0 Innovate Nurture Grow 8 8 www.sumichem.co.in
Slide 9: New Product Launches
New Product Launches SCI 2.0 9 Innovate Nurture Grow www.sumichem.co.in
Slide 10: New Product Launches
New Product Launches SCI 2.0 10 Innovate Nurture Grow www.sumichem.co.in
Slide 11: 'Every Day Farmers' Day' Campaign - Highlights
'Every Day Farmers’ Day' Campaign - Highlights SCI 2.0 Campaign Overview Impact ✓ Focus on Demand Generation: Drove consistent A structured Demand Generation campaign conducted in Kharif market pull through direct farmer engagement. and Rabi seasons respectively, aimed at creating sustained field ✓
Slide 12: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 12 Innovate Nurture Grow www.sumichem.co.in
Slide 13: Consolidated Profit & Loss Account Statement
Consolidated Profit & Loss Account Statement SCI 2.0 Particulars (Rs. Crs) Q2FY26 Q2FY25 YoY Q1FY26 QoQ H1FY26 H1FY25 YoY Revenue from Operations 929.8 988.3 -6% 1,056.8 -12% 1,986.6 1,827.2 9% COGS 529.2 567.6 654.4 1,183.7 1,080.1 Gross Profit 400.6 420.7 -5% 402.4 0% 802.9 747.1 7% Gross Profit %
Slide 14: Revenue Breakup – H1FY26
Revenue Breakup – H1FY26 SCI 2.0 Product Breakup Geographic Breakup 8% 9% 7% 0% 4% 2% 1% 2% 0% 9% 4% 1% 0% 9% 2% 3% 3% 3% 7% 39% 39% 8% H1FY25 H1FY26 H1FY25 H1FY26 11% 9% 83% 85% 26% 26% Insecticides PGR Fungicides Domestic Japan Europe North America Herbicides Metal Phosphides AND & EHD* Africa Asi
Slide 15: Consolidated Balance Sheet
Consolidated Balance Sheet SCI 2.0 Assets (Rs. Crs) Sep-25 Mar-25 Equity & Liabilities (Rs. Crs) Sep-25 Mar-25 Non-Current Assets (A) 893.6 944.1 EQUITY (A) 3,201.1 2,905.1 Property, Plant and Equipment 408.6 425.8 Equity Share Capital 499.1 499.1 Capital work-in-progress 14.4 9.4 Right to use an As
Slide 16: Consolidated Working Capital Movement
Consolidated Working Capital Movement SCI 2.0 Change Change Change Particulars (Rs. Crs) Sep-25* Jun-25* (Sep-25 to Mar-25* (Sep-25 to Sep-24* (Sep-25 to Jun-25) Mar-25) Sep-24) Inventory (A) 613.3 648.6 -35.3 703.7 -90.4 564.3 49 Inventory Days (Inventories/ COGS* No. of days in period) (i) 95 90 1
Slide 17: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement SCI 2.0 Cash Flow Statement (Rs. Crs) Half Year ended 30-Sep-25 Half Year ended 30-Sep-24 Net Profit Before Tax 478.4 430.6 Adjustments for: Non-Cash Items / Other Investment or Financial Items -25.7 -17.2 Operating profit before working capital changes 452.7 413.4 C
Slide 18: Financial Performance Trend
Financial Performance Trend SCI 2.0 Gross Profit Margin % EBITDA Margin % PAT Margin % 1200.0 45.0% 1121.7 42.6% 42.1% 1,056.8 39.8% 41.7% 38.4% 40.0% 43.1% 39.0% 37.6% 985.5 988.3 38.1% 40.0% 1000.0 36.1% 38.1% 37.9% 910.4 38.9% 929.8 31.1% 903.5 35.1% 35.3% 838.9 35.0% 782.0 31.3% 800.0 753.7 707.
Slide 19: Company Overview
Company Overview
Slide 20: Journey to 14x Growth in India
Journey to 14x Growth in India SCI 2.0 SCIL – Vision & Mission Strategically Located Manufacturing Facilities Formidable Player in the Indian Strong Focus on R&D, Process Innovation Agrochemicals Space and Safety, Health and Environment (SHE) Diversified & De-risked Portfolio Across Autonomous Board
Slide 21: SCIL - Vision & Mission
SCIL - Vision & Mission SCI 2.0 Vision & Values Mission Vision: Marketing and Sales: • To be a trusted market leader in Indian crop- • Further penetration into Indian market & take protection sector leadership; expand exports • To develop a vibrant corporate culture • Strengthen Sales Force, Distrib
Slide 22: Journey to 14x Growth in India in last 15 years
Journey to 14x Growth in India in last 15 years SCI 2.0 Feasibility study to set-up correct business model to Exploration Phase : 2000 – 2009 capture potential in Indian market and start aggressive growth phase Manufacturing JV with New Acquired product - 2000 Chemi Industries 2002 Started EHD (Publ
Slide 23: Formidable Player in the Indian Agrochemicals Space
Formidable Player in the Indian Agrochemicals Space SCI 2.0 5 200+ Brands Manufacturing Grown 14x+ over FY11-25 700+ SKUs Facilities Rs. Bn 14 14x 25+ Patents Technical 200+ Registrations 31.5 Actives 15,000+ Direct 1600+ Employees Distributors & 1500+ FDOs# #FDOs - Field Development 60 Depots Offic
Slide 24: Diversified & De-risked Portfolio Across the Agro-Chem Value Chain
Diversified & De-risked Portfolio Across the Agro-Chem Value Chain SCI 2.0 Well-Diversified across multiple dimensions Business Products Geographies Customers Crops Served Segments Diversified Portfolio Across Segments Geographic Diversification with Exports to ~50 countries Generics Speciality 9% 1
Slide 25: Strong Brand and Well-Entrenched Distribution Network
Strong Brand and Well-Entrenched Distribution Network SCI 2.0 ✓ Strong brand with market leading position across various product categories ✓ Dual brand portfolio can offer products at all price points serving multiple 26 States 60 Depots customer sub-segmentsa ✓ In-depth knowledge of own research p
Slide 26: Expanding Brand Visibility and Connect
Expanding Brand Visibility and Connect SCI 2.0 ✓ Wide range of generics and speciality products for Increased crop presence and providing crop protection solutions ✓ More than 1,500+ Relationship managers connecting to 4.4 million+ farmers throughout crop cycle ✓ Over 200 brands covering maximum of
Slide 27: Resurging Through Phygital Transformation (1/2)
Resurging Through Phygital Transformation (1/2) SCI 2.0 Rural India: Digitally Connected, Strategically Engaged With rural India witnessing a digital revolution—boasting over 442 million internet users and 425 million smartphone owners—SCIL has strategically positioned itself to lead this wave. Our
Slide 28: Resurging Through Phygital Transformation (2/2)
Resurging Through Phygital Transformation (2/2) SCI 2.0 Glimpses of “Live Field Days” 28 Innovate Nurture Grow www.sumichem.co.in
Slide 29: Strategically Located Manufacturing Facilities
Strategically Located Manufacturing Facilities SCI 2.0 Connectivity to Major Cities and Proximity to Main Highways, Ports Reduces Logistic Time and Costs Plant Location Area (acres) Segment Served Product Manufactured Manufacturing of Technical Grade Pesticides Technical Grade Products: Bhavnagar ~5
Slide 30: New CAPEX Plans
New CAPEX Plans SCI 2.0 Second Plant for a key SCC innovated product at Production of a newly launched SCC innovated Bhavnagar site for global requirements molecule at Tarapur site SCIL has received board approval to set up a second plant SCIL has received board approval to manufacture a newly for a
Slide 31: R&D: End-to-End Product Development Capabilities
R&D: End-to-End Product Development Capabilities SCI 2.0 ❑ 3 fully equipped, DSIR approved R&D labs located at Mumbai, Bhavnagar and Gajod capable of synthesis, technical product and formulation development; Soil Health Research Laboratory and in-house field trials ❑ R&D Team comprises of 75+ qualif
Slide 32: Thrust on Safety, Health and Environment (SHE)
Thrust on Safety, Health and Environment (SHE) SCI 2.0 Quality Certifications Ensure Consistent product quality and healthy Abiding by SCC Japan’s EHS Policies working environment at manufacturing sites Four Start Export House by Ministry of Commerce and Industry Authorized Economic Operator AEO (Ti
Slide 33: Awards & Accolades
Awards & Accolades SCI 2.0 Quality Certifications Ensure Consistent product quality and healthy working environment at manufacturing sites Jamnalal Bajaj Award for “Fair Business and Practices” National Safety Award by Labour Ministry, Government of India for safety performance Chemexcil Best Export
Slide 34: Autonomous Board with Vast Industry Experience
Autonomous Board with Vast Industry Experience SCI 2.0 Dr. Mukul Govindji Asher Preeti Gautam Mehta Chairman and Independent Director Independent Non-executive Director ▪ Professorial Fellow at Lee Kuan Yew School of Public Policy at ▪ 32 years of experience in corporate laws, foreign investment the
Slide 35: Autonomous Board with Vast Industry Experience
Autonomous Board with Vast Industry Experience SCI 2.0 Tadashi Katayama Masanori Uzawa Non-executive Director Non-executive Director ▪ MBA from Vanderbilt University, U.S.A. ▪ MBA from University of Virginia, USA and a and a Master’s degree from Kyoto Bachelor’s degree from the University of Univers
Slide 36: Growth Strategies
Growth Strategies SCI 2.0 Continued Investment in R&D and Pipeline Capacity Expansion Achieving Market Leadership in • Aim to invest in seamless integration of R&D between SCIL and SCC • units which would help improve our production processes, Driving operational efficiencies maintaining highest saf
Slide 37: Financial Performance & Key Takeaways
Financial Performance & Key Takeaways
Slide 38: Historical Performance Highlights
Historical Performance Highlights SCI 2.0 Revenue (Rs Crs) EBITDA (Rs. Crs) & EBITDA Margin (%) PAT (Rs Crs) +5% +14% +20% +13% 3,511 667 632 502 506 3,065 3,149 600 2,844 424 2,645 487 475 345 370 2,425 333 205 18.4% 19.6% 19.0% 16.7% 20.1% 13.7% FY20 FY21 FY22 FY23 FY24 FY25 FY20 FY21 FY22 FY23 FY
Slide 39: Consolidated Profit & Loss Account Statement
Consolidated Profit & Loss Account Statement SCI 2.0 Particulars (Rs. Crs) FY25 FY24 FY23 FY22 FY21 FY20 Net Revenue from Operations 3,148.5 2,843.9 3,511.0 3,061.2 2,644.9 2,424.8 COGS 1,858.9 1,775.1 2,270.6 1,908.0 1,655.4 1,607.6 Gross Profit 1,289.6 1,068.9 1,240.3 1,153.2 989.5 817.2 Gross Pro
Slide 40: Consolidated Balance Sheet
Consolidated Balance Sheet SCI 2.0 Assets (Rs. Crs) Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Mar-20 Equity & Liabilities (Rs. Crs) Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Mar-20 Non-Current Assets (A) 944.1 640.4 581.2 487.6 367.6 360.6 EQUITY (A) 2,905.1 2,444.5 2,381.8 1,927.2 1,541.3 1,221.8 Property, Plant
Slide 41: Consolidated Working Capital Movement
Consolidated Working Capital Movement SCI 2.0 Particulars (Rs. Crs) Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Mar-20 Inventory (A) 703.7 610.4 888.7 937.8 754.4 588.0 Inventory Days (Inventories/ COGS*365) (i) 138 126 143 179 166 134 Trade Receivables (B) 783.4 715.9 946.1 843.1 848.2 849.8 Trade Receivabl
Slide 42: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement SCI 2.0 Year ended Year ended Year ended Year ended Year ended Year ended Particulars (Rs. Crs) 31-Mar-25 31-Mar-24 31-Mar-23 31-Mar-22 31-Mar-21 31-Mar-20 Net Profit Before Tax 680.2 502.9 654.2 575.7 453.3 266.5 Adjustments for: Non-Cash Items / Other Investment or
Slide 43: Key Takeaways
Key Takeaways SCI 2.0 Formidable Player in the Indian Experienced Management Team Well-diversified Product Portfolio Strong Brand and Well-Entrenched Agro-chem Space and Board of Directors Across Agro-Chem Value Chain Distribution Network ▪ Strong / leadership position across ▪ Strong management and
Slide 44: Annexures
Annexures Glance of various events to bring people together
Slide 45: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 45 Innovate Nurture Grow www.sumichem.co.in
Slide 46: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 ONE TEAM...ONE MISSION... ONE CAMPAIGN 46 Innovate Nurture Grow www.sumichem.co.in
Slide 47: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 47 Innovate Nurture Grow www.sumichem.co.in
Slide 48: Demand Generation Activities via EDFD
Demand Generation Activities via EDFD SCI 2.0 48 Innovate Nurture Grow www.sumichem.co.in
Slide 49: Selected Retailer & Grower Launching Meetings
Selected Retailer & Grower Launching Meetings SCI 2.0 49 Innovate Nurture Grow www.sumichem.co.in
Slide 50: Prelaunch Activities
Prelaunch Activities SCI 2.0 50 Innovate Nurture Grow www.sumichem.co.in
Slide 51: Glance of various events to bring people together
Glance of various events to bring people together SCI 2.0 Strategic Workshop of senior and middle management to deliberate on growth acceleration Logo for Annual Distributors meeting Logo showing Logo for Annual Sales Team meeting - Manthan - Bandhan means strong bonding Core Values means joint effo
Slide 52: For further information, please contact
For further information, please contact: Company : Investor Relations Advisors : Sumitomo Chemical India Limited Strategic Growth Advisors Pvt. Ltd. CIN: L24110MH2000PLC124224 CIN: U74140MH2010PTC204285 Mr. Jigar Kavaiya / Mr. Parin Narichania +91 99206 02034 / +91 99300 25733 jigar.kavaiya@sgapl.ne
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