Sumitomo Chemical India Ltd. · NSE:SUMICHEM
Sumitomo Chemical India — Q2 FY2027 Earnings Presentation
60 slides from Sumitomo Chemical India's earnings presentation, Oct 26, 2026
Slide 1: Letter to stock exchanges on investor presentation
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 26th
Slide 2: Investor Presentation - September 2026: A Year of Stability
Sumitomo Chemical India Limited Investor Presentation - September 2026 A YEAR OF STABILITY
Slide 3: Safe Harbour
Safe Harbour 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 subscribe for
Slide 4: Financial Performance & Key Highlights
Financial Performance & Key Highlights
Slide 5: Performance Highlights – Quarter
Performance Highlights – Quarter Revenue (Rs Crs) Gross Profit (Rs. Crs) & Historical Q2 Performance Trend Gross Profit Margin (%) -2% -8% Gross Profit Margin % EBITDA Margin % PAT Margin % 401 930 907 369 43.1% 40.7% 1200.0 1121.7 45.0% 42.6% 43.1% 40.7% 39.0% 38.4% 988.3 40.0% 1000.0 37.9% 910.4 9
Slide 6: Performance Highlights – H1FY27
Performance Highlights – H1FY27 Revenue (Rs Crs) Gross Profit (Rs. Crs) & Historical Half-yearly Performance Trend Gross Profit Margin (%) -2% -1% Gross Profit Margin % EBITDA Margin % PAT Margin % 803 786 1,987 1,971 40.4% 39.9% 2500.0 45.0% 40.9% 40.4% 39.9% 2,106.4 40.0% 37.7% 1,986.6 2000.0 35.1
Slide 7: Performance Highlights – Q2 & H1 FY27
Performance Highlights – Q2 & H1 FY27 ✓ The Indian agrochemical industry faced a challenging operating environment during H1FY27, with delayed monsoon onset, prolonged dry spells and a 13% rainfall deficit impacting crop sowing and agrochemical consumption. Weak seasonal demand affected offtake acro
Slide 8: District Rainfall Map from June to September 30, 2026
District Rainfall Map from June 1 to September 30, 2026 Source: India Meteorological Department SCIL Innovate Nurture Grow 7
Slide 9: Organization Chart (wef 1st September 2026)
Organization Chart (wef 1st September 2026) 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 & Business Manufa
Slide 10: Good to Great: The Five Pillars of SCIL's Transformation
Good to Great: The Five Pillars of SCIL’s Transformation SCIL Innovate Nurture Grow 9
Slide 11: New Product Launches
New Product Launches SCIL Innovate Nurture Grow 10
Slide 12: Topgrain Product Launch Event
Topgrain Product Launch Event SCIL Innovate Nurture Grow 11
Slide 13: Helibex Product Launch Event
Helibex Product Launch Event SCIL Innovate Nurture Grow 12
Slide 14: Excalia Max – An Integrated 360° Digital Campaign
Excalia Max – An Integrated 360°DigitalCampaign SCIL Innovate Nurture Grow 13
Slide 15: TopGrain – AI Content Across Platforms
TopGrain – AI Content Across Platforms Google AI Copilot ChatGPT Gemini SCIL Innovate Nurture Grow 14
Slide 16: Sumi Manthan 2026: Collaborate to Conquer for a Stronger Tomorrow
Sumi Manthan 2026: Collaborate to Conquer for a Stronger Tomorrow Key Highlights ✓ Sumi Manthan, the Annual Conference of SCIL, was held in April 2026 at Delhi with attendance of 700+ commercial team members. ✓ The three-day event fostered a strong spirit of collaboration, learning, and shared exper
Slide 17: Redefining Creativity with GenAI: Sumi Max Wins at ad:tech India
Redefining Creativity with GenAI: Sumi Max Wins at ad:tech India New Delhi 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. SCIL Innovate Nurture Grow 16
Slide 18: Key Launches across FY23 to FY25
Key Launches across FY23 to FY25 SCIL Innovate Nurture Grow 17
Slide 19: FY25-26 Launches
FY25-26 Launches SCIL Innovate Nurture Grow 18
Slide 20: Consolidated Profit & Loss Account Statement
Consolidated Profit & Loss Account Statement Particulars (Rs. Crs) Q2FY27 Q2FY26 YoY Q1FY27 QoQ H1FY27 H1FY26 YoY Revenue from Operations 907.3 929.8 -2% 1,063.3 -15% 1,970.7 1,986.6 -1% COGS 538.2 529.2 646.6 1,184.9 1,183.7 Gross Profit 369.1 400.6 -8% 416.7 -11% 785.8 802.9 -2% Gross Profit % 40.
Slide 21: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (Rs. Crs) Sep-26 Mar-26 Equity & Liabilities (Rs. Crs) Sep-26 Mar-26 Non-Current Assets (A) 1,516.9 1,134.0 EQUITY (A) 3,700.7 3,393.8 Property, Plant and Equipment 420.4 437.3 Equity Share Capital 499.1 499.1 Capital work-in-progress 20.7 2.5 Other Equity 3,197.6 2
Slide 22: Revenue Breakup – H1FY27
Revenue Breakup – H1FY27 Product Breakup Geographic Breakup 9% 11% 4% 5% 2% 1% 3% 1% 9% 3% 4% 1% 0% 3% 2% 1% 0% 8% 39% 38% 8% 9% H1FY26 H1FY27 H1FY26 H1FY27 9% 9% 85% 85% 26% 25% Insecticides PGR Fungicides Domestic Japan Europe North America Herbicides Metal Phosphides AND & EHD* Africa Asia (Ex. I
Slide 23: Consolidated Working Capital Movement
Consolidated Working Capital Movement Change Change Change Particulars (Rs. Crs) Sep-26* Jun-26* (Sep-26 to Mar-26* (Sep-26 to Sep-25* (Sep-26 to Jun-26) Mar-26) Sep-25) Inventory (A) 747.1 883.6 -136.5 766.1 -19.0 613.3 133.8 Inventory Days (Inventories/ COGS* No. of days in period) (i) 115 124 149
Slide 24: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Cash Flow Statement (Rs. Crs) Half Year ended 30-Sep-26 Half Year ended 30-Sep-25 Net Profit Before Tax 498.4 478.4 Adjustments for: Non-Cash Items / Other Investment or Financial Items -46.9 -26.5 Operating profit before working capital changes 451.5 452.0 Changes i
Slide 25: Financial Performance Trend
Financial Performance Trend Gross Profit Margin % EBITDA Margin % PAT Margin % 1200.0 50.0% 1121.7 1,056.8 1,063.3 47.4% 45.0% 985.5 988.3 42.1% 907.3 1000.0 41.7% 929.8 910.4 42.6% 40.0% 42.3% 37.6% 903.5 38.9% 38.1% 40.0% 38.1% 838.9 43.1% 782.0 37.9% 39.2% 40.7% 39.0% 38.4% 39.8% 800.0 753.7 35.0
Slide 26: Company Overview
© SUMITOMO CHEMICAL INDIA LTD. Company Overview
Slide 27: Journey to 14x Growth in India
Journey to 14x Growth in India 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 with Va
Slide 28: SCIL - Vision & Mission
SCIL - Vision & Mission 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, Distribution an
Slide 29: Journey to 14x Growth in India in last 15 years
Journey to 14x Growth in India in last 15 years 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 (Public Healt
Slide 30: Key Products
Formidable Player in the Indian Agrochemicals Space 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 Officers (con
Slide 31: Diversified & De-risked Portfolio Across the Agro-Chem Value Chain
Diversified & De-risked Portfolio Across the Agro-Chem Value Chain 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% 4% Aus
Slide 32: Strong Brand and Well-Entrenched Distribution Network
Strong Brand and Well-Entrenched Distribution Network ✓ 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 products,
Slide 33: Expanding Brand Visibility and Connect
Expanding Brand Visibility and Connect ✓ 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 crops an
Slide 34: Resurging Through Phygital Transformation (1/2)
Resurging Through Phygital Transformation (1/2) 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 data-dri
Slide 35: Resurging Through Phygital Transformation (2/2)
Resurging Through Phygital Transformation (2/2) Glimpses of “Live Field Days” SCIL Innovate Nurture Grow 34
Slide 36: Strategically Located Manufacturing Facilities
Strategically Located Manufacturing Facilities 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 ~58 Chlorp
Slide 37: CAPEX Announced in January 2026
CAPEX Announced in January 2026 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 Dahej si
Slide 38: R&D: End-to-End Product Development Capabilities
R&D: End-to-End Product Development Capabilities ❑ 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+ qualified and
Slide 39: Thrust on Safety, Health and Environment (SHE)
Thrust on Safety, Health and Environment (SHE) 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 (Tier-2) Ce
Slide 40: Awards & Accolades
Awards & Accolades 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 Exporter's awa
Slide 41: Autonomous Board with Vast Industry Experience
Autonomous Board with Vast Industry Experience Chetan Shantilal Shah Chairman and Non-executive Non-Independent Tadashi Katayama Director Non-executive Director ▪ Commerce graduate from the University of Mumbai and holds a master’s degree in Business Administration from North Rope ▪ MBA from Vanderb
Slide 42: Independent Board with Strong Governance Credentials
Independent Board with Strong Governance Credentials Preeti Gautam Mehta N. Sivaraman Independent Non-executive Director Independent Non-executive Director ▪ Qualified Chartered Accountant with close to 41 years of ▪ 33 years of experience in corporate laws, foreign investment experience as finance
Slide 43: Growth Strategies
Growth Strategies 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 safety stan
Slide 44: Financial Performance & Key Takeaways
Financial Performance & Key Takeaways
Slide 45: Historical Performance Highlights
Historical Performance Highlights 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 FY26* F
Slide 46: Consolidated Profit & Loss Account Statement
Consolidated Profit & Loss Account Statement 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 Profit %
Slide 47: Consolidated Balance Sheet
Consolidated Balance Sheet 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, Plant and E
Slide 48: Consolidated Working Capital Movement
Consolidated Working Capital Movement 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 Receivables Days
Slide 49: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement 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 Financi
Slide 50: Key Takeaways
Key Takeaways 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 ▪ Multi
Slide 51: Annexures
Annexures Glance of various events to bring people together
Slide 52: 25 Years Celebration
25 Years Celebration SCIL Innovate Nurture Grow 51
Slide 53: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCIL Innovate Nurture Grow 52
Slide 54: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign ONE TEAM...ONE MISSION... ONE CAMPAIGN SCIL Innovate Nurture Grow 53
Slide 55: 'Every Day Farmers' Day' Campaign
'Every Day Farmers’ Day' Campaign SCIL Innovate Nurture Grow 54
Slide 56: Demand Generation Activities via EDFD
Demand Generation Activities via EDFD SCIL Innovate Nurture Grow 55
Slide 57: Selected Retailer & Grower Launching Meetings
Selected Retailer & Grower Launching Meetings SCIL Innovate Nurture Grow 56
Slide 58: Prelaunch Activities
Prelaunch Activities SCIL Innovate Nurture Grow 57
Slide 59: Glance of various events to bring people together
Glance of various events to bring people together 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 efforts to s
Slide 60: 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 [email protected]
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