| Revenue growth | Standalone income +32% YoY to ₹305.4 Cr; salt +9%, bromine +76%. |
|---|---|
| Margins | Consolidated H1 EBITDA down 5.2% YoY; costs inflated by fuel, sulfur. |
| Order book | Salt order book described as solid; no numeric order book disclosed. |
| Demand visibility | Salt orders deferred on PVC weakness; agro soft; semicon demand strong. |
| Management confidence | Balanced-to-optimistic; cut SOP guidance, hedged on fuel and PVC. |
Growth
Standalone EBITDA +17.5% YoY and PAT +12%; bromine growth is price-led, salt volume down 9%, derivatives EBITDA loss ~₹1 Cr.
Outlook
Salt 4.2–4.3 MMT FY27 target; Odisha semicon capex ~₹1,000–1,100 Cr debt-funded; 24-month build.
Risks
Fuel price spikes, winter-related recovery loss, PVC-led salt deferrals, SOP feedstock shortfall, domestic bromine price pressure.
Last quarter's promises, checked
Partly delivered
- Bromine realisation firm near ₹300/kg → realisation +36% YoY, domestic prices pressured, ₹300 level unconfirmed (= PARTIAL)
- Hajipir land lease closure in 'coming months' → still pending (= PARTIAL)
Missed
- Bromine ~4,500t/qtr (implied by 20-25k t exit run-rate) → 4.1k t (= MISS)
- SOP FY27 9-10k t → guidance cut to 3.5-4k t (= MISS)
- Derivatives to build on break-even → EBITDA loss ~₹1 Cr (= 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
- ₹439.90
- Market cap
- ₹5,431 Cr
- Revenue (annual)
- ₹1,081 Cr
- Net profit (annual)
- ₹106.9 Cr
- P/E (TTM)
- 54.4×Sector 33.9×
- 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 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.
Archean Chemical Industries Other Announcement
The company filed its quarterly Shareholding Pattern under Regulation 31, detailing the promoter and public equity distribution as of September 30, 2026.