| Revenue guidance | 25.0% → 30.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 30.0% FY27 |
| Revenue growth | Q2 +42.7% YoY; H1 +49.3% YoY |
|---|---|
| Margins | Q2 EBITDA margin 40.3% vs 31.1%; PAT margin 28.2% |
| Demand visibility | Robust order pipeline; semiconductor ecosystem opportunity cited |
| Management confidence | Raised FY27 revenue guidance citing visibility and order pipeline |
Growth
Q2 revenue +42.7% YoY to ₹4,369 Mn; PAT +71.4% to ₹1,231 Mn. H1 FY27 revenue +49.3%, PAT +71.0%.
Outlook
FY27 revenue growth guidance raised to ~30% from 25%; EBITDA margin guided at 38-40%.
Risks
Specialty Chemicals revenue fell 20.0% in Q2 on commodity phase-out and a US customer ownership change. Higher depreciation and lower other income.
Last quarter's promises, checked
Delivered
- Guided 25% FY27 rev growth → H1 +49.3%, FY guide raised to ~30% (= BEAT)
Partly delivered
- Indichem capex by end-Q1 → inaugurated Q2, timing unclear (= PARTIAL)
- CDMO ₹1,000 Cr target → Adv. Intermediates +53.1%; CDMO split n/d (= PARTIAL)
- Margin similar to FY26 → Q2 40.3%, FY guide 38-40%; FY26 base n/d (= PARTIAL)
Missed
- Guided no full-year Specialty decline → Q1 -10.6%, Q2 -20.0% (= MISS)
Investor Presentation filed with NSE, NSE: ACUTAAS. Summary written with AI assistance from the document.
Acutaas Chemicals Ltd: key numbers
- Share price
- ₹3,710.00
- Market cap
- ₹30,374 Cr
- Revenue (annual)
- ₹1,339 Cr
- Net profit (annual)
- ₹356.3 Cr
- P/E (TTM)
- 69.2×Sector 46.1×
- 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 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 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.
Acutaas Chemicals Board Meeting Date
Acutaas Chemicals scheduled its board meeting for October 27, 2026, to approve Q2 and H1 FY27 unaudited results. No financial figures or decisions are reported, only the meeting date and agenda.
Acutaas Chemicals Merger & Restructuring Worth ₹0.01 Cr
Acutaas Chemicals completed the acquisition of Enchem Ami Organics, making it a wholly owned subsidiary. This share transfer transaction was completed for ₹0.01 Crore.
- Value
- ₹0.01 Cr