Chemplast Sanmar Limited — Q4 FY26
Chemplast Sanmar reported Q4 FY26 consolidated revenue of ₹1,256 crore (+9% YoY) and EBITDA of ₹194 crore, but posted a net loss of ₹45 crore due to exceptional items.
bearish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
Suspension PVC break-even at PBT level by Q4 FY26
Management expects suspension PVC to break even at the PBT level in February-March 2026, driven by price increases and discount rollbacks.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
R32 swing plant commissioning by end of Q4 FY26
The 2 KTPA swing plant (converted from R22) will be commissioned by end of Q4 FY26, with commercial sales starting thereafter.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1