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Investor Presentation

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.

Highlights
Revenue growthConsolidated Q2 income +25.9% YoY; H1 +17.5%
MarginsQ2 EBITDA margin 24.7% vs 28.8% prior year
Order bookHealthy bromine orderbook; no value disclosed
Demand visibilityHealthy bromine orderbook; long-term salt contracts

Growth

Q2 income +25.9% to Rs301.6 Cr; PAT +7.9% to Rs31.3 Cr. H1 PAT down 10.8% to Rs61.7 Cr.

Outlook

SiCSem construction underway; SOP contribution expected H2FY27; flame retardant bromine plant due in 12-18 months. No numeric guidance.

Risks

Export shipping delays raised freight costs; road works cut salt volumes; subsidiary losses; borrowings rose to Rs484 Cr.

Last quarter's promises, checked

Delivered

  • Guided SiCSem construction start late Aug/early Sep → construction underway in Q2 (= BEAT)

Partly delivered

  • Guided bromine ~INR300/kg firm → realisations 'improved', no figure (= PARTIAL)
  • Guided road done end-Sep, salt normalises Q3 → road works still cutting salt volumes in Q2 (= PARTIAL)

Missed

  • Guided bromine 4,500 t/qtr (20-25k t run-rate) → 4,086 t (= MISS)
  • Guided stronger balance sheet/cash flow → borrowings Rs405 Cr (Mar-26) to Rs484 Cr (= MISS)
Source

Investor Presentation filed with NSE, NSE: ACI. Summary written with AI assistance from the document.

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Archean Chemical Industries Ltd: key numbers

Share price
₹444.00
Market cap
₹5,482 Cr
Revenue (annual)
₹1,081 Cr
Net profit (annual)
₹106.9 Cr
P/E (TTM)
54.9×Sector 34.1×
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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