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Earnings Call

Archean Chemical Industries Earnings Call: Key Takeaways

Q4FY26 revenue at ₹306.3cr (consolidated). Management reports headwind from US-Iran conflict and Kutch logistics issues, but remains bullish on core salt and bromine expansion.

Why this was an Alfa AlertNot a filter event. Performance was impacted by headwinds and did not materially beat management guidance.
Highlights
Revenue growthFY26 revenue up 2%; Bromine derivatives revenue up 300% YoY.
MarginsEBITDA margins compressed (21.79% in Q4) by logistics and salt pricing.
Order bookMajority of bromine contracts renegotiated upwards.
Demand visibilityPositive for bromine/derivatives; industrial salt demand remains muted.
Management confidenceConfident 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.

Source

Earnings Call filed with NSE, NSE: ACI. Summary written with AI assistance from the document.

Read 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.

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