Sudarshan Chemical Industries earnings calls.

Sudarshan Chemical's Q4 FY26 demonstrated robust recoveryCurrent reported value: robust recovery. No comparable prior figure is available in the source record. driven by customer destocking completion and value capture initiatives. The acquired Hubback group delivered 11 million euros EBITDACurrent reported value: 11 million euros EBITDA. No comparable prior figure is available in the source record. against a guidance of 9-10 million, with inventory reduction of 29 millionCurrent 29 million. Reported change: +45% vs target. exceeding the 20 million target. Net debt was successfully reduced from 934 crore to 755 croreCurrent reported value: 755 crore. No comparable prior figure is available in the source record. during the quarter. Management faces near-term headwinds from Middle East geopolitical tensions impacting raw material prices and logistics costs, with energy costs rising to 6-7% of revenueCurrent reported value: 6-7% of revenue. No comparable prior figure is available in the source record.. The integration is progressing with SAP consolidation and GCC setup underway. FY27 guidance projects 35 million euros EBITDACurrent reported value: 35 million euros EBITDA. No comparable prior figure is available in the source record. from the acquired group and 8-10% growthCurrent reported value: 8-10% growth. No comparable prior figure is available in the source record. for legacy business, while the 90-100 million euro synergy target remains on track over 3-4 years. Risk factors include elevated inventory levels (targeting 15-20 million further reduction), muted near-term demand from cautious customer inventory management, and competitive pressure on margin pass-through. Rico transformation continues with EBITDA improving from negative 17 crore to positive 10 crore.