Sumitomo Chemical India Limited

Chemicals: Agricultural/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

SUMICHEM

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹510 today

BEAR

₹427

-16%

1.7% a year · 38.6x exit

BASE

₹524

+3%

3% a year · 46.8x exit

BULL

₹583

+14%

4.1% a year · 51.5x exit

Where the market has priced it

35x47x today55x

FY27 one quarter filed — the pace is shown, not judged: guided +3.0%, filed +0.6% across 1 quarter(s)
this company's own median multiple sits 159% above its filed-industry peers; the scenario uses its own

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹10.88 (screener)
Guided growth	3% a year, said on the call of 04-Jun-2026 · transcript
Read across as	operating: revenue growth, margin held flat — medium confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	38.58x / 46.76x / 51.5x, this company’s own p20 / median / p80 across 7 filed years
Filed-industry peers	median 18.08x across 15 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

revenue growth 3%

We achieved all of this while growing top line by 3%, maintaining complete pricing integrity, recording negligible returns of goods from the channel and only with exceptional genuine situations that we took the goods back.

Call 04-Jun-2026 · bridge confidence medium · transcript PDF

Pace against its own guidance

FY27 one quarter filed — the pace is shown, not judged

guided 3.0% filed 0.6% 1 of 4 quarters

Coverage

SectorChemicals: Agricultural

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

SUMITOMO CHEMICAL: Announces multi-location capex expansion including Dahej, Tarapur and Bhavnagar manufacturing facilities.

Capacity / capex27 May 13:29

📝 Goldman Sachs posts higher profit on strength in dealmaking, equities trading

📝 Sumitomo Corp JV firm Krisumi to invest Rs 4,500 cr on housing project in Gurugram

Guidance15 Apr 02:10

SUMITOMO CHEMICAL INDIA: Plans semiconductor chemicals plant in Gujarat.

06 Jul 13:29

Nuvama sees 12% UPSIDE in Sumitomo Chemical- Operational resilience

30 Jul 11:33