CHEMPLASTS

What Chemplast Sanmar promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 13 tracked 3 delivered 4 missed 6 open
  • Cuddalore Paste PVC Plant Utilization delivered said Q3 FY25 Promised: Full utilization levels in the coming quarter Q1 FY27: Debottlenecking project is underway, implying base capacity is fully utilized.
  • CMCD EBITDA Margin went quiet said Q3 FY25 Promised: 23-25% as operations stabilize Q1 FY27: No specific update on the 20-25% margin range. Management commented on achieving 'industry levels of returns' this year.
  • R32 Total Capacity (14 kt) Completion delayed said Q4 FY26 Promised: 14 kt capacity by end of calendar year 2026 Q1 FY27: Timeline pushed to 'last quarter of the fiscal' (Q4 FY27) from 'end of calendar year 2026' (Q3 FY27).

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Chemplast Sanmar — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens