SUMICHEM

Sumitomo Chemical India share price & financials

Price
₹538.55
Market cap
₹23.8k Cr
Sector
Chemicals
Calls analysed
6
Latest concall · Q4 FY26 · call held 28 May 2026

Sumitomo Chemi. Q4 FY26

Revenue ₹684 cr +1%EBITDA Margin 20.7% PAT ₹543 cr +7%

What went well

  • PAT grew by more than 7% year-to-year to INR543 crores, marking highest ever profitability performance in FY26.
  • Gross profit margin stands at 42% and EBITDA margin at 20.7%, both record levels in company history.
  • Top line grew by 3% while maintaining complete pricing integrity and negligible returns of goods.

What to watch

  • FY26 was one of the most challenging years for the Indian agrochemical industry due to long and excess rainfall, geopolitical tensions, and global trade uncertainties.
  • Export revenues declined 7% in Q4 and 1% for the full year due to shipment differences and softer demand conditions.
Read the full call →

What Sumitomo Chemical India Limited does

Sumitomo Chemical India Limited (SCIL) manufactures and markets crop-protection chemicals — insecticides, herbicides, fungicides, plant growth regulators and metal-phosphide fumigants — along with animal nutrition and public-health/household pest-control products, sold under its own brand portfolio. It is the Indian flagship entity of Japan's Sumitomo Chemical Company, using in-house technical actives and R&D to formulate branded products for the domestic market as well as bulk/technical exports. Products reach farmers through a large network of direct distributors and depots, and the company also exports to a wide set of overseas markets across Africa, Asia, Europe and the Americas.

Segments

  • Crop Protection
  • Animal Nutrition Division (AND)
  • Environmental Health Division (EHD)
Manufacturing facilities
5 (Gajod, Vapi, Silvassa, Bhavnagar, Tarapur)
In-house technical actives manufactured
14
Brand portfolio
200+ brands
Product SKUs
700+
Direct distributor network
15,000+ distributors
Depots
60
Founded 2000Headquarters Mumbai, Maharashtra, IndiaEmployees 1,622 (2026-03-31) Company website

Guidance record · Q4 FY26

what the last two calls moved 12 tracked 3 delivered 2 missed 7 open
  • FY25 EBITDA Margin delivered said Q2 FY25 Promised: 18-20% for FY25 Q4 FY26: The promise pertains to FY25 and was achieved. Not discussed in the current quarter.
  • Dahej Capex on track said Q2 FY24 Promised: Initial capex of ₹300 crores over the next 2-3 years. Q4 FY26: we have announced this capex of INR150 crores to be developed at our Dahej site. This is the first project coming at Dahej, and it is expected to be commercialized in next 2 years or so, and that continues on the track.

All 12 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 0.6%, net profit up 20.8% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue988 642 679 1,057 930 −6%568 −12%684 +1%1,063 +1%
EBITDA245 106 120 219 218 −11%99 −7%134 +12%233 +6%
Net profit193 87 100 178 178 −8%76 −13%111 +11%215 +21%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −16.9% 1Y

₹350₹400₹450₹500₹550₹600Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 28 Oct 2025Q4 FY26 — 27 May 2026

1Y: ₹573.25 on 10 Sept 2025 → ₹476.4. High ₹601.8 (19 Sept 2025), low ₹364.45 (30 Mar 2026).

How the price took the results

close before → close after

Q4 FY26
+1.2%
28 May
Q2 FY26
−1.1%
28 Oct

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue fell 2.7% a year over 3 years, FY23 to FY26. Operating margin widened to 20.7%.

Year endingFY23FY24FY25FY26
Revenue₹3.5k Cr₹2.8k Cr₹3.1k Cr₹3.2k Cr
Operating profit₹668 Cr₹475 Cr₹632 Cr₹670 Cr
Operating margin19.0%16.7%20.1%20.7%
Interest₹4 Cr₹4 Cr₹6 Cr₹8 Cr
Depreciation₹51 Cr₹63 Cr₹66 Cr₹67 Cr
Net profit₹503 Cr₹370 Cr₹507 Cr₹543 Cr
Net margin14.3%13.0%16.1%16.8%
Cash from operations₹389 Cr₹757 Cr₹452 Cr₹446 Cr
Free cash flow₹270 Cr₹695 Cr₹423 Cr₹403 Cr
ROCE29.0%20.0%25.0%22.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹499 Cr₹499 Cr₹499 Cr₹499 Cr₹499 Cr₹499 Cr
Reserves₹1.0k Cr₹1.4k Cr₹1.9k Cr₹1.9k Cr₹2.7k Cr₹2.9k Cr
Borrowings₹33 Cr₹38 Cr₹34 Cr₹30 Cr₹49 Cr₹63 Cr
Other liabilities₹1.1k Cr₹1.0k Cr₹953 Cr₹841 Cr₹1.2k Cr₹1.0k Cr
Total liabilities₹2.7k Cr₹3.0k Cr₹3.4k Cr₹3.3k Cr₹4.4k Cr₹4.5k Cr
Fixed assets₹309 Cr₹390 Cr₹430 Cr₹563 Cr₹487 Cr₹577 Cr
Capital work in progress₹14 Cr₹35 Cr₹71 Cr₹23 Cr₹14 Cr₹20 Cr
Investments₹290 Cr₹356 Cr₹239 Cr₹346 Cr₹1.3k Cr₹1.2k Cr
Other assets₹2.1k Cr₹2.2k Cr₹2.6k Cr₹2.4k Cr₹2.6k Cr₹2.7k Cr
Total assets₹2.7k Cr₹3.0k Cr₹3.4k Cr₹3.3k Cr₹4.4k Cr₹4.5k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs added +1.18 pp while FIIs trimmed −0.63 pp. The shareholder count shrank 12% to 1,10,464.

Promoters
75.0%
FIIs
3.0%
DIIs
9.3%
Public
12.7%

Since Jun 2025

  • DIIs +1.18 pp
  • FIIs −0.63 pp
  • Public −0.54 pp

How it drifted, 12 quarters

Over this window the public fell from 16.3% to 12.7% — −3.7 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 75.0%, FIIs 2.6%, DIIs 6.1%, Public 16.3%.Dec '23: Promoters 75.0%, FIIs 2.6%, DIIs 6.0%, Public 16.4%.Mar '24: Promoters 75.0%, FIIs 2.7%, DIIs 6.6%, Public 15.6%.Jun '24: Promoters 75.0%, FIIs 3.1%, DIIs 7.1%, Public 14.8%.Sep '24: Promoters 75.0%, FIIs 3.5%, DIIs 7.0%, Public 14.5%.Dec '24: Promoters 75.0%, FIIs 3.6%, DIIs 7.0%, Public 14.4%.Mar '25: Promoters 75.0%, FIIs 3.6%, DIIs 8.1%, Public 13.2%.Jun '25: Promoters 75.0%, FIIs 3.6%, DIIs 8.2%, Public 13.2%.Sep '25: Promoters 75.0%, FIIs 3.6%, DIIs 8.5%, Public 12.9%.Dec '25: Promoters 75.0%, FIIs 3.4%, DIIs 8.7%, Public 13.0%.Mar '26: Promoters 75.0%, FIIs 3.4%, DIIs 9.0%, Public 12.6%.Jun '26: Promoters 75.0%, FIIs 3.0%, DIIs 9.3%, Public 12.7%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Sumitomo Chemical India Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Sumitomo Chemical Co. Ltd. 75.00%unchanged
Aditya Birla Sun Life Trustee Private Limited A/C - Aditya Birla Sun Life Large Cap Fund Mutual fund2.28%+0.26 pp
Edelweiss Trusteeship Co Ltd Ac- Edelweiss Mf Ac- Edelweiss Mid Cap Fund Mutual fund1.24%newly disclosed
HSBC Mutual Fund - HSBC Small Cap Fund Mutual fund1.09%unchanged
Sumitomo Pharma Trading (Suzhou) Co., Ltd. 0.00%unchanged
The Polyolefin Company (Singapore) Pte. Ltd. 0.00%unchanged
Botanical Resources Australia Pty Ltd. (BRA Group) 0.00%unchanged
Sumitomo Chemical Australia Pty. Ltd. 0.00%unchanged
McLaughlin Gormley King Company 0.00%unchanged
Mycorrhizal Applications, LLC 0.00%unchanged
Sumika Polymers North America LLC 0.00%unchanged
Sumitomo Chemical Advanced Technologies LLC 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in SUMICHEM

Filings to Aug 2026

0 new, 4 added, 1 trimmed, 0 sold out — net +0.04 L shares (+0.1%).

Held by funds
₹200 Cr
6 schemes
Biggest holder
Nippon India Small Cap Fund
₹184 Cr · 0.2% of that fund
SchemeHoldingLast month
Nippon India Small Cap Fund Nippon India Mutual Fund₹184 Crheld
Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund₹10 Cr+0.02 L
SBI Nifty Smallcap 250 Index Fund SBI Mutual Fund₹5 Cr+0.01 L
Nippon India Nifty 500 Equal Weight Index Fund Nippon India Mutual Fund₹1 Cr+0.00 L
SBI Nifty 500 Index Fund SBI Mutual Fund₹0 Cr−0.00 L
SBI Nifty Small Cap 250 ETF SBI Mutual Fund₹0 Cr+0.00 L

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

4 added, 1 trimmed — net +3,511 shares (+0.1%)

Funds are sitting on
+5%
vs est. average cost
Held by funds
₹200 Cr
6 schemes · ≈ 0.88% of the company
Biggest holder
Nippon India Small Cap Fund
₹184 Cr · 0.2% of that fund
Longest holder
Nippon India Nifty Smallcap 250 Index Fund
2y · since Sep '24

Shares held by these funds +647%

Aug '23 38.71 L shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹476, this stock must grow earnings at 29% every year for 7 years. Our analysis caps realistic growth at ~3%. At that growth it is worth ₹120 — downside of 75%.

Growth the price implies
29.0% a year
for 7 years, fading to 4%
It has actually compounded at
2.6% a year
net profit, FY23–FY26 · EPS 2.5%
The gap
0.3 pp
-75% downside if it only repeats history
Price today ₹476.4 Value at the reference growth ₹119.59

Change the assumptions yourself →

All earnings calls (6)

Read the Q4 FY26 call →

Learn to analyse Sumitomo Chemical India Limited

Guides on how to read this kind of business and the numbers that matter.