| 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
- ₹425.30
- Market cap
- ₹5,251 Cr
- Revenue (annual)
- ₹1,081 Cr
- Net profit (annual)
- ₹106.9 Cr
- P/E (TTM)
- 52.6×Sector 35.5×
- Promoter holding
- 53.43%+0.00% QoQ
- FII holding
- 10.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Archean Chemical Industries Ltd
All →Archean Chemical Industries Earnings Call Transcript: Key Takeaways
Q2 FY27: standalone income up 32% YoY to ₹305.4 Cr on bromine pricing; consolidated PAT only up 8%. H1 consolidated EBITDA down 5.2%; SOP guidance cut to 3.5–4k t, with fuel and PVC risks.
Archean Chemical Industries Investor Presentation: Key Takeaways
Q2FY27 consolidated income Rs301.6 Cr (+25.9% YoY), PAT Rs31.3 Cr (+7.9%). Bromine revenue +76%, bromine derivatives +81%. Strategy centres on SiC semiconductor fab and zinc-bromide batteries.
Archean Chemical Industries Employee Stock Options
Archean Chemical allotted 6,143 equity shares to one grantee under its ESOP 2022 on 29-Oct-2026. Paid-up capital rose to 12,34,64,537 shares.
Archean Chemical Industries Q2 FY27 Results: Net Profit ₹31.3 Cr, Up 7.9% YoY
Archean Chemical Industries Ltd reported revenue from operations of ₹297.4 Cr (+27.5% YoY) and net profit of ₹31.3 Cr (+7.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹31.3 Cr · +7.9% YoY
Archean Chemical Industries Credit Rating
Archean Chemical Industries Limited informed that CRISIL downgraded its ratings for ₹1,531 Crore in long-term bank facilities from CRISIL A/Negative to CRISIL A-/Stable.
Archean Chemical Industries Board Meeting Date
Archean Chemical Industries Limited scheduled a board meeting on October 29, 2026, to consider and approve the financial results for the quarter ended September 30, 2026.