Sudarshan Chemical Industries Limited · NSE:SUDARSCHEM
Sudarshan Chemical Industries — Q4 FY2025 Earnings Presentation
32 slides from Sudarshan Chemical Industries's earnings presentation, Jul 29, 2025
Slide 1: Exchange filing cover letter for investor presentation
29th July, 2025 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 Ca
Slide 2: Investor Presentation Q4 FY25
Outshine, Outdo. E Sudarshan vestor Presentation Q4|FY25 July 29, 2025
Slide 3: Safe harbour statement
Safe harbour statement e This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements e These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results
Slide 4: Integration update
Integration update
Slide 5: Sudarshan and Heubach unite forces
Sudarshan and Heubach unite forces Legacy
Slide 6: Uniquely positioned to deliver value
Uniquely positioned to deliver value
Slide 7: Global manufacturing footprint of 19 sites
Global manufacturing footprint of 19 sites
Slide 8: Broadest portfolio in the industry
Broadest portfolio in the industry
Slide 9: Reflections and integration progress update
Reflections and integration progress update Some observations post takeover Major updates and projects ongoing
Slide 10: Deep-dive Value Creation plan
Deep-dive Value Creation: We created a detail plan to capture value from this integration and are already in execution of key initiatives Major impact areas Key themes Cost Operations & Optimizing manufacturing and operations to drive efficiency and save costs SCM Procurement Optimizer supplier land
Slide 11: The core principles driving us and our work ahead
The core principles driving us and our work ahead Moving our mindset from playing to survive to playing to win Boldness, passion and ambition We dream big, act courageously while staying humble Customer centricity Customers are the heart of everything we do. We want the best possible outcomes for yo
Slide 12: Why we are excited about our journey ahead
Why we are excited about our journey ahead Opportunity to build on With customer centricity We become a world- our legacies and emerge (Sevā) at our hearts – we leading color solution as the most valuable strive to become the provider, driven by a pigment company in the supplier of choice for our co
Slide 13: Q4 and FY25 performance update
Q4 and FY 25 performance update
Slide 14: Some reflections on the market environment
Some reflections on the market environment The market situation is quite …but we get positive feedback challenging… from our customers Geopolitical and tariff situation Conducted hundreds of remains uncertain customer conversations with very clear messages – Flat demand in multiple industries custom
Slide 15: Key challenges and reasons why Audit took much longer than planned
Key challenges and reasons why Audit took much longer than planned ➢ Acquired group not audited at Consol level since CY22 ➢ 48 acquired group entities under reporting coverage ➢ Acquired group has 3 different ERP system and these are not integrated ➢ Acquired group not used to rigour of Statutory A
Slide 16: Transaction details
Transaction details Heubach Acquisition Agreement > Purchase of tangible, intangible assets and inventory from insolvent Germany entities under control from the Administrator > Purchase of Heubach Holding Switzerland AG shares > Purchase of Heubach Holding S.a.r.l. (Luxembourg entity) shares > Preli
Slide 17: One Sudarshan Q4 FY25 performance
One Sudarshan Q4 FY 25 performance
Slide 18: One Sudarshan FY25 performance
One Sudarshan FY 25 performance
Slide 19: Deep-dive pigment performance - Q4 2025
Deep-dive pigment performance - Q4 2025
Slide 20: Deep-dive pigment performance - FY 2025
Deep-dive pigment performance - FY 2025
Slide 21: Deep-dive RIECO performance
Deep-dive RIECO performance ▪ ▪ ▪ ▪ ▪ ▪ ▪
Slide 22: Financial Ratios - One Sudarshan
Financial Ratios - One Sudarshan for the Acquired group
Slide 23: Outlook and priorities ahead
Outlook and priorities ahead
Slide 24: Next 3-4 years projection for Acquired Group
Next 3-4 years projection for Acquired Group
Slide 25: Key priorities ahead
1. Double-down on winning back business, especially in Europe and Americas Key priorities 2. Continue focus on cost and cash value capture initiatives ahead 3. Push data and IT integration, incl. MIS build-up and ONE SAP roadmap (/) SUDARSHAN 24
Slide 26: About Sudarshan
About Sudarshan
Slide 27: Our Governance Structure - Board of Directors
Our Governance Structure - Board of Directors
Slide 28: Shareholder Information
Shareholder Information Share Information (as of 315t March 2025) NSE Ticker SUDARSCHEM BSE Ticker 506655 Market Cap (% mn) 77,803 % free-float 76.11% Free-float market cap 59,216 Shares Outstanding 78,572,885 3M ADTV (Shares) 212,464 3M ADTV (® mn) 209.7 avs al Promoters Fils and FPls Mutual Funds
Slide 29: Recognition
Recognition ecovadis Sustainability Rating JUL 2024 Sudarshan has achieved EcoVadis Gold rating. We are now among the top 3 percentile company in the chemical sector. 28 Score of B (Management Band) on CDP Climate Change and CDP Water Security Assessments 2023 The company also received “B” Rating on
Slide 30: Awards and Accolades
Awards and Accolades The EEF Global Sustainability Award 2023 in the Platinum Category Mahatma Award 2024 "Significant Achievement in for ESG Excellence HR Excellence Award” National CSR Excellence Award for ‘Integrated Village Development Project! Best Waste Management CSR Film Award by Socio Corpo
Slide 31: Investor Relations Connect
Investor Relations Connect Investor Relations at Sudarshan: Mr. Mandar M. Velankar +91 20 6828 1200 investorrelations@sudarshan.com CIN: L24119PN1951PLC008409 Cp) SUDA RS HAN www.sudarshan.com Outshine. Outdo. Sudarshan Chemical Industries Limited 7th Floor, Eleven West Panchshil, Survey No. 25, Nea
Slide 32: Thank you
Thank you
Sudarshan Chemical Industries — Q4 FY2025 Earnings Presentation on 6ix