ALFA Finder| Revenue growth | 11% YoY consolidated; Bromine segment up 58%. |
|---|---|
| Margins | Acume business turned EBITDA positive this quarter. |
| Order book | Healthy orderbook for Bromine segment mentioned. |
| Demand visibility | Strong visibility for salt with long-term contracts. |
| Management confidence | High in Bromine derivatives and SOP turnaround. |
Growth
Bromine revenue grew 58% YoY to ₹1,333 Mn; Bromine derivatives (Acume) grew 28% and turned EBITDA positive.
Outlook
Expects SOP to contribute meaningfully in H2FY27. Targeting new products in flame retardants and operationalizing the semiconductor fab in Odisha.
Risks
Industrial salt de-grew 12% due to logistics challenges. Higher transit times and freight costs from West Asia conflict impact exports.
Last quarter's promises, checked
Delivered
- Guided Bromine production recovery → delivered 4,175 tons vs 3,731 tons (= BEAT)
- Guided Acume margin improvement → delivered EBITDA positive (= BEAT)
- Guided SOP plant trials Q1FY27 → delivered ₹113 Mn revenue (= BEAT)
Partly delivered
- Guided semiconductor project acceleration → delivered fiscal agreement signed, substructure start July (= PARTIAL)
Missed
- Guided 4.5M tons salt shipments → delivered 4.2M tons (= MISS)
- Guided salt volume growth 10-12% → delivered -12% YoY (= MISS)
Investor Presentation 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.