| Revenue growth | FY26 revenue up 2%; Bromine derivatives revenue up 300% YoY. |
|---|---|
| Margins | EBITDA margins compressed (21.79% in Q4) by logistics and salt pricing. |
| Order book | Majority of bromine contracts renegotiated upwards. |
| Demand visibility | Positive for bromine/derivatives; industrial salt demand remains muted. |
| Management confidence | Confident in long-term demand despite short-term geopolitical and logistics headwinds. |
Growth
FY26 standalone revenue grew 2% to ₹1,088.8cr; EBITDA fell 17% to ₹308cr due to higher logistics costs.
Outlook
Targeting 15-20% annual bromine production growth toward 40,000 tons; semiconductor project substructure work starting July 2026.
Risks
Heightened logistics costs (up 50% in fuel), US-Iran conflict impacting shipments, and high competitive intensity in industrial salt.
Earnings Call filed with NSE, NSE: ACI. Summary written with AI assistance from the document.
Archean Chemical Industries Ltd: key numbers
- Share price
- ₹482.55
- Market cap
- ₹5,957 Cr
- Revenue (annual)
- ₹1,081 Cr
- Net profit (annual)
- ₹106.9 Cr
- P/E (TTM)
- 61.5×Sector 37.5×
- Promoter holding
- 53.43%+0.00% QoQ
- FII holding
- 11.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Archean Chemical Industries Share Pledge
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Archean Chemical Industries Earnings Call Transcript: Key Takeaways
Archean Chemical reported Q1 FY27 consolidated revenue of INR 3,328.1M, up 10.7% YoY. Standalone margins improved to 25.3%, with bromine derivatives business turning EBITDA positive for the first time.
Archean Chemical Industries Investor Presentation: Key Takeaways
Archean reported Q1FY27 consolidated revenue of ₹3,328 Mn, up 11% YoY. Strategy focuses on bromine derivatives, semiconductors via SiCSem, and energy storage through Offgrid Energy Labs.
Archean Chemical Industries Q1 FY27 Results: Net Profit ₹30.4 Cr, Down 24.2% YoY
Archean Chemical Industries Ltd reported revenue from operations of ₹327.2 Cr (+11.9% YoY) and net profit of ₹30.4 Cr (-24.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹30.4 Cr · -24.2% YoY