| 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
- ₹3,272.50
- Market cap
- ₹26,792 Cr
- Revenue (annual)
- ₹1,339 Cr
- Net profit (annual)
- ₹356.3 Cr
- P/E (TTM)
- 69.4×Sector 50.4×
- Promoter holding
- 32.66%+0.00% QoQ
- FII holding
- 21.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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