Sumitomo Chemical India (SUMICHEM) Q4 24/25 earnings summary

Executive summary

• Achieved 20% volume growth in branded domestic business and over 13% in exports for FY25, driven by new product launches and robust channel engagement.

• FY25 marked a year of strong recovery with 11% revenue growth year-over-year, driven by robust volume expansion in both domestic and export markets despite a 10% adverse pricing impact in key categories.

• Delivered record-high EBITDA and PAT margins, with the highest-ever absolute PAT, surpassing previous years.

• Barrix Agro Sciences, a subsidiary, delivered an 82% revenue increase and turned EBITDA margin from -15% to +16% in its first full year post-acquisition.

• Audited standalone and consolidated financial results for the quarter and year ended 31 March 2025 were approved, with unmodified audit opinions from the auditors.

Financial highlights

• FY25 consolidated revenue grew 11% year-over-year to ₹31,485.24 million, with domestic contributing 78% and exports 22%.

• EBITDA increased 33% to ₹632 crore; EBITDA margin rose to 20.1% (up 339 bps).

• PAT grew 37% to ₹5,064.43 million; net profit margin expanded to 16.1% (up 308 bps).

• Q4 FY25 revenue was ₹679 crore (up 1% YoY, up 6% sequentially); Q4 EBITDA at ₹120 crore (down YoY, up 13% sequentially).

• Basic and diluted EPS (consolidated) for FY25 was ₹10.13, up from ₹7.40 in FY24.

Outlook and guidance

• FY26 expected to be a year of resurgence, with favorable monsoon, stable commodity prices, and increased acreage in key crops.

• Focus on volume-led growth, scaling new launches (Excalia Max, Lentigo), and sustaining margins through cost control.

• A final dividend of 12% (₹1.20 per share) for FY25 was declared, up from 9% (₹0.90 per share) in FY24, subject to AGM approval.