Q2 2025 Sumitomo Chemical India Ltd Earnings Call Transcript
Key Points
- Sumitomo Chemical India Ltd (BOM:542920) reported a significant increase in gross profit margin, expanding by 421 basis points year over year to 42.6%.
- The company experienced a robust sales rebound in key export markets, including Japan and South America, reflecting a positive shift in global demand.
- New product launches, such as Mashi Army and Portion, drove a 65% year-over-year growth in sales, indicating successful adoption.
- The company's 'Everyday Farmers Day' campaign enhanced engagement with farmers, resulting in increased product awareness and adoption.
- Sumitomo Chemical India Ltd (BOM:542920) maintained strong financial discipline, with tight controls over collections and minimizing sales returns.
- Excess and uneven rainfall disrupted crop protection activities, affecting the consumption of agrochemical products.
- Cotton acreage declined sharply, particularly in North India, leading to reduced pesticide consumption.
- Delayed monsoon withdrawals damaged several crops, including rice, cotton, soybean, corn, and pulses in certain regions.
- The domestic agrochemical revenue growth was modest at 5% for H1, indicating challenges in the domestic market.
- The company faced a 15% average decline in product prices, impacting revenue growth despite increased volumes.
Ladies and gentlemen, good day and welcome to Sumitomo Chemical India Limited Q2 and H1, FY25 earnings conference call.
This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company. As on date of this call, these statements are not the guarantees of future performance and involves risks and uncertainties that are difficult to predict.
(Operator Instructions)
Mr Chetan Shah, Managing Director; Mr. Masanori Uzawa, Non-executive Director; Dr Suresh Ramachandran, Deputy Managing Director; Mr Kunal, Senior Vice President Planning and Coordination Office; Mr Anil Naval Chief Financial Officer, Ms. Deepika Trivedi the Company Secretary and Compliance officer and colleagues from su the investor relation advisors.
Mr Chetan Shah, Sumitomo Chemical India Limited.
Thank you, ladies and gentlemen, a very good afternoon to all of you and wish you a very happy that
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