| Revenue growth | 10.7% YoY consolidated |
|---|---|
| Margins | Margins expanded to 25.3% from 21.8% sequentially |
| Demand visibility | Firm demand in flame retardants and oilfield chemicals |
| Management confidence | High on bromine volume recovery and pricing sustainability |
Growth
Bromine segment revenue grew 58% YoY on 4,175 tons; SOP revenue hit INR 113M vs INR 35M full year FY26.
Outlook
Targeting 20,000-25,000 tons bromine run rate; USD 249M Semicon capex with 60-65% spend in FY27.
Risks
High logistics costs due to road construction, increased sea freight, and fuel price volatility impacted salt profitability.
Last quarter's promises, checked
Delivered
- Guided 20,000-21,000t bromine run rate → delivered 4,175t in Q1 (= BEAT on run-rate path)
- Guided SOP plant trials & production ramp → delivered INR 113M revenue vs INR 35M FY26 (= BEAT)
- Guided bromine price renegotiations → delivered sustained higher pricing vs China spot (= BEAT)
Partly delivered
- Guided logistics headwind resolution by Q3 → current call reports ongoing high costs (= PARTIAL)
- Guided Gujarat plant production readiness → still awaiting state approvals (= PARTIAL)
Missed
- Guided 4.5M tons salt shipments → delivered 4.2M tons FY26 (= MISS)
Earnings Call Transcript 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.
More from Archean Chemical Industries Ltd
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Archean Chemical Industries Share Pledge
Chemikas Speciality LLP created a pledge on 30,000 shares of Archean Chemical Industries Limited as collateral for loans.
Archean Chemical Industries Capital Structure Change
SBI Mutual Fund sold 1,47,599 shares of Archean Chemical Industries Ltd, representing 0.1196% of the company's equity, via market sale on September 03, 2026.
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
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.