Sumitomo Chemical India Ltd. · NSE:SUMICHEM
Sumitomo Chemical India — FY2026 Earnings Presentation
55 slides from Sumitomo Chemical India's earnings presentation, May 27, 2026
Slide 1: Exchange filing cover letter
Corporate Office: 13/14, Aradhana IDC, SUMITOMO CHEMICAL INDIA LTD. Near Virwani Industrial Estate, Goregaon (East), Corporate Identity Number (CIN) – L24110MH2000PLC124224 Mumbai – 400 063, Maharashtra, INDIA. Tel. : +91-22-4252 2200 / Fax : +91-22-4252 2380 URL http://www.sumichem-india.co.in 27th
Slide 2: A Year of Stability
A YEAR OF STABILITY Sumitomo Chemical India Limited Investor Presentation - March 2026
Slide 3: 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 4: Financial Performance & Key Highlights
Financial Performance & Key Highlights
Slide 5: 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 (%) PAT Margin (%) Q4FY26 vs Q4FY25 +6% +12% +12% +1% 289 134 111 679 684 272 120 100 42.3% 40.0% 17.6% 19.6% 14.7% 16.3% Q4FY25 Q4FY26 Q4FY2
Slide 6: Performance Highlights – Q4 & FY26
Performance Highlights – Q4 & FY26 SCI 2.0 ✓ FY26 remained a challenging year for the Indian agrochemical industry due to prolonged and excess rainfall during the peak kharif consumption period, delayed rabi demand recovery, bio- stimulant regulatory challenges and cautious channel sentiments. Despi
Slide 7: Board of Directors Reconstitution wef. 1st September 2026
Board of Directors Reconstitution wef. 1st September 2026 SCI 2.0 ✓ Mr. Mukul Govindji Asher’s current and final term as Independent Director and Chairman to be till 31st August 2026. ✓ Mr. Chetan Shantilal Shah current and final term as Managing Director to be till 31st August 2026; Mr. Shah is pro
Slide 8: Organization Chart (wef 1st September 2026)
Organization Chart (wef 1st September 2026) SCI 2.0 Board of Directors Dr. Suresh Ramachandran, Managing Director Dr. Suresh Ramachandran, Managing Director Kunal Mittal, Executive Vice President Hajime Shinomiya, Fumio Suzuki, Senior Vice President Senior Vice President R&D, Product Sales & Busines
Slide 9: 'Every Day Farmers' Day' – Most Innovative Activity Week - Highlights
'Every Day Farmers’ Day’ – Most Innovative Activity Week - Highlights SCI 2.0 Overview Key Highlights ✓ One week of high intensity engagement and innovation. A structured Demand Generation campaign conducted, aimed ✓ 173 innovative activities uploaded. at creating sustained field and market momentum
Slide 10: Sumi Manthan 2026: Collaborate to Conquer for a Stronger Tomorrow
Sumi Manthan 2026: Collaborate to Conquer for a Stronger Tomorrow SCI 2.0 Key Highlights ✓ Sumi Manthan, the Annual Conference of SCIL, was held from 19th to 21st April 2026 ✓ The three-day event fostered a strong spirit of collaboration, learning, and shared experiences. ✓ The annual theme, "Collab
Slide 11: Redefining Creativity with GenAI: Sumi Max Wins at ad:tech India
Redefining Creativity with GenAI: Sumi Max Wins at ad:tech India New Delhi SCI 2.0 Sumitomo Chemical India Limited was honored with the GenAI-Led Creative Award at the prestigious ad:tech India New Delhi for the digital campaign of our flagship brand, Sumi Max. 10 Innovate Nurture Grow www.sumichem.
Slide 12: Key Launches of Last 3 Years
Key Launches of Last 3 Years SCI 2.0 Innovate Nurture Grow 11 11 www.sumichem.co.in
Slide 13: FY25-26 Launches
FY25-26 Launches SCI 2.0 Innovate Nurture Grow 12 12 www.sumichem.co.in
Slide 14: Consolidated Profit & Loss Account Statement
Consolidated Profit & Loss Account Statement SCI 2.0 Particulars (Rs. Crs) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Revenue from Operations 683.7 679.4 1% 568.0 20% 3,238.3 3,148.5 3% COGS 394.8 407.5 298.9 1,877.4 1,858.9 Gross Profit 288.9 272.0 6% 269.0 7% 1,360.9 1,289.6 6% Gross Profit % 42.3
Slide 15: Consolidated Balance Sheet
Consolidated Balance Sheet SCI 2.0 Assets (Rs. Crs) Mar-26 Mar-25 Equity & Liabilities (Rs. Crs) Mar-26 Mar-25 Non-Current Assets (A) 1,134.0 944.1 EQUITY (A) 3,393.8 2,905.1 Property, Plant and Equipment 437.3 425.8 Equity Share Capital 499.1 499.1 Capital work-in-progress 2.5 9.4 Other Equity 2,89
Slide 16: Revenue Breakup – FY26
Revenue Breakup – FY26 SCI 2.0 Product Breakup Geographic Breakup 9% 8% 8% 1% 6% 0% 2% 0% 1% 8% 3% 10% 3% 4% 1% 3% 5% 6% 40% 10% 41% 9% FY25 FY26 FY25 FY26 9% 11% 78% 79% 21% 24% Insecticides PGR Fungicides Domestic Japan Europe North America Herbicides Metal Phosphides AND & EHD* Africa Asia (Ex. I
Slide 17: Consolidated Working Capital Movement
Consolidated Working Capital Movement SCI 2.0 Change Change Particulars (Rs. Crs) Mar-26* Dec-25* (Dec-25 to Mar-25* (Mar-25 to Mar-26) Mar-26) Inventory (A) 766.1 676.9 89.2 703.7 62.4 Inventory Days (Inventories/ COGS* No. of days in period) (i) 149 126 138 Trade Receivables (B) 735.6 699.6 36.0 7
Slide 18: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement SCI 2.0 Year ended Year ended Cash Flow Statement (Rs. Crs) 31-Mar-26 31-Mar-25 Net Profit Before Tax 727.6 680.2 Adjustments for: Non-Cash Items / Other Investment or Financial Items -51.3 -46.8 Operating profit before working capital changes 676.2 633.4 Changes in
Slide 19: Financial Performance Trend
Financial Performance Trend SCI 2.0 Gross Profit Margin % EBITDA Margin % PAT Margin % 1200.0 50.0% 1121.7 1,056.8 47.4% 45.0% 985.5 988.3 42.1% 1000.0 39.8% 41.7% 910.4 38.4% 42.6% 40.0% 929.8 903.5 38.1% 42.3% 40.0% 36.1% 39.0% 37.6% 43.1% 38.1% 37.9% 838.9 782.0 38.9% 800.0 753.7 35.0% 35.1% 707.
Slide 20: Company Overview
Company Overview
Slide 21: 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 22: 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 23: 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 24: Formidable Player in the Indian Agrochemicals Space
Formidable Player in the Indian Agrochemicals Space SCI 2.0 5 200+ Brands Manufacturing Grown 14x+ over FY11-26 700+ SKUs Facilities Rs. Bn 14 14x 25+ Patents Technical 200+ Registrations 32.4 Actives 15,000+ Direct 1600+ Employees Distributors & 1500+ FDOs# #FDOs - Field Development 60 Depots Offic
Slide 25: 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 8% 0
Slide 26: 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 27: 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 28: 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 29: 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 30: 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 31: CAPEX Announced in January 2026
CAPEX Announced in January 2026 SCI 2.0 Additional Projects approved by the board of the company Plant for manufacturing Herbicide intermediate at Dahej site Fitment for additional products at Tarapur site for supply to for supply to parent company parent company • First strategic investment at the
Slide 32: CAPEX Announced in May 2025
CAPEX Announced in May 2025 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
Slide 33: 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 34: 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 35: 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 36: Autonomous Board with Vast Industry Experience
Autonomous Board with Vast Industry Experience SCI 2.0 Dr. Mukul Govindji Asher Chairman and Independent Director Preeti Gautam Mehta Independent Non-executive Director ▪ Professorial Fellow at Lee Kuan Yew School of Public Policy at the National University of Singapore ▪ 33 years of experience in c
Slide 37: 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 38: 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 39: Financial Performance & Key Takeaways
Financial Performance & Key Takeaways
Slide 40: Historical Performance Highlights
Historical Performance Highlights SCI 2.0 Revenue (Rs Crs) EBITDA (Rs. Crs) & EBITDA Margin (%) PAT (Rs Crs) +4% +7% +9% +15% 3,511 667 632 671 543 3,149 3,238 600 502 506 3,065 2,645 2,844 424 487 475 370 345 20.7% 18.4% 19.6% 19.0% 16.7% 20.1% FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25
Slide 41: Consolidated Profit & Loss Account Statement
Consolidated Profit & Loss Account Statement SCI 2.0 Particulars (Rs. Crs) FY26 FY25 FY24 FY23 FY22 FY21 Net Revenue from Operations 3,238.3 3,148.5 2,843.9 3,511.0 3,061.2 2,644.9 COGS 1,877.4 1,858.9 1,775.1 2,270.6 1,908.0 1,655.4 Gross Profit 1,360.9 1,289.6 1,068.9 1,240.3 1,153.2 989.5 Gross P
Slide 42: Consolidated Balance Sheet
Consolidated Balance Sheet SCI 2.0 Assets (Rs. Crs) Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Equity & Liabilities (Rs. Crs) Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Non-Current Assets (A) 1,134.0 944.1 640.4 581.2 487.6 367.6 EQUITY (A) 3,393.8 2,905.1 2,444.5 2,381.8 1,927.2 1,541.3 Property, Pla
Slide 43: Consolidated Working Capital Movement
Consolidated Working Capital Movement SCI 2.0 Particulars (Rs. Crs) Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 Mar-21 Inventory (A) 766.1 703.7 610.4 888.7 937.8 754.4 Inventory Days (Inventories/ COGS*365) (i) 149 138 126 143 179 166 Trade Receivables (B) 735.6 783.4 715.9 946.1 843.1 848.2 Trade Receivabl
Slide 44: 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-26 31-Mar-25 31-Mar-24 31-Mar-23 31-Mar-22 31-Mar-21 Net Profit Before Tax 727.6 680.2 502.9 654.2 575.7 453.3 Adjustments for: Non-Cash Items / Other Investment or
Slide 45: 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 46: Annexures
Annexures Glance of various events to bring people together
Slide 47: 25 Years Celebration
25 Years Celebration SCI 2.0 46 Innovate Nurture Grow www.sumichem.co.in
Slide 48: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 47 Innovate Nurture Grow www.sumichem.co.in
Slide 49: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 ONE TEAM...ONE MISSION... ONE CAMPAIGN 48 Innovate Nurture Grow www.sumichem.co.in
Slide 50: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCI 2.0 49 Innovate Nurture Grow www.sumichem.co.in
Slide 51: Demand Generation Activities via EDFD
Demand Generation Activities via EDFD SCI 2.0 50 Innovate Nurture Grow www.sumichem.co.in
Slide 52: Selected Retailer & Grower Launching Meetings
Selected Retailer & Grower Launching Meetings SCI 2.0 51 Innovate Nurture Grow www.sumichem.co.in
Slide 53: Prelaunch Activities
Prelaunch Activities SCI 2.0 52 Innovate Nurture Grow www.sumichem.co.in
Slide 54: 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 55: 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
Sumitomo Chemical India — FY2026 Earnings Presentation on 6ix