| 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
- ₹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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- Key figure
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