ALFA Finder| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 59.1% YoY revenue growth driven by API and CDMO segments. |
|---|---|
| Margins | Gross margin at 57.9%; EBITDA margin expanded significantly to 34.3%. |
| Order book | Supply contracts in place for new battery and semiconductor chemical plants. |
| Demand visibility | Strong RFQ activity in CDMO and high demand for battery chemicals. |
| Management confidence | Confident; reiterating 25% annual growth and hitting long-term CDMO targets. |
Growth
Revenue surged 59.1% YoY to ₹329.7 Cr; API segment grew 76.5% YoY. Gross margins expanded 466 bps.
Outlook
Management reiterated 25% revenue growth guidance for FY27 with stable margins; ₹1000 Cr CDMO revenue target by FY28.
Risks
High revenue concentration in top molecules; geopolitical tensions in the Gulf impacting raw material supply chains.
Last quarter's promises, checked
Delivered
- Guided 25% revenue growth for FY27 → delivered 59.1% in Q1 FY27 (= BEAT)
- Guided EBITDA margin expansion via product mix → delivered 34.3% vs 19.4% YoY (= BEAT)
- Guided API segment recovery → delivered 76.5% YoY growth (= BEAT)
Partly delivered
- Guided pilot plant completion by Q2 FY27 → commissioning in progress (= PARTIAL)
- Guided Indichem plant completion H2 CY26 → project on track but pre-revenue (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ACUTAAS. Summary written with AI assistance from the document.
Acutaas Chemicals Ltd: key numbers
- Share price
- ₹3,916.90
- Market cap
- ₹32,068 Cr
- Revenue (annual)
- ₹1,339 Cr
- Net profit (annual)
- ₹356.3 Cr
- P/E (TTM)
- 73.0×Sector 43.8×
- Promoter holding
- 32.66%+0.00% QoQ
- FII holding
- 22.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Acutaas Chemicals Ltd
All →Acutaas Chemicals Management Change
Acutaas Chemicals appointed Dr. Ashish Kumar Pandey as AVP Operations (Cluster Head, Units 2 & 3) and designated as SMP from November 2, 2026. Two existing GMs ceased to be SMP but continue in the company.
Acutaas Chemicals Earnings Call Transcript: Key Takeaways
Acutaas reports high-growth Q2 fueled by pharma intermediates and CDMO scaling, despite commodity chemical phase-outs.
- Call
- Guides 100% growth
Acutaas Chemicals Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹4,369 Mn (+42.7% YoY), EBITDA ₹1,760 Mn (+84.6%, 40.3% margin), PAT ₹1,231 Mn (+71.4%). FY27 revenue guidance raised; South Korea semiconductor-chemicals facility inaugurated.
- Call
- Guides 30% growth
Acutaas Chemicals Results Update
Q2 FY27 revenue rose 42.7% YoY to ₹4,369 mn; PAT up 71.4% to ₹1,231 mn. Guidance raised to 30% revenue growth and 38-40% EBITDA margin.
Acutaas Chemicals Q2 FY27 Results: Net Profit ₹123.1 Cr, Up 71.2% YoY
Acutaas Chemicals Ltd reported revenue from operations of ₹436.9 Cr (+42.7% YoY) and net profit of ₹123.1 Cr (+71.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹123.1 Cr · +71.2% YoY
Acutaas Chemicals Financial Results
Acutaas Chemicals' board approved Q2 and half-year FY2027 unaudited results. The board meeting closed with no other material transaction disclosed.