Q4-FY26 · Rajesh Rathi
We've reduced 29 million of inventory in Q4 and during this year we want to target 15 to 20 more million... customer trust has been built back. Customers have started buying right from us which is great news.
SUDARSCHEM / language trends
Read confidence between the lines.
Sudarshan Chemical Industries · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
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Q4-FY26 · Rajesh Rathi
The entire integration impact would come in the next two financial years. Our value capture is a very important stream and we see a lot of opportunities. As we implement our one SAP and set up our GCC, we will see good addition.
Q4-FY26 · Rajesh Rathi
In the near term the demand looks muted but barring the geopolitical crisis, the demand looks fairly good going forward. The Q4 growth was not industry growth; this was our growth of winning back the business and destocking getting over.