ALFA Finder| 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
- ₹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.