Acutaas Chemicals Limited has informed the Exchange about Transcript
ACUTAAS · price
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Acutaas Chemicals reported Q1 FY26 revenue of INR 207.2 crore, up 17.3% YoY, driven mainly by 23.3% growth in pharma intermediates (INR 165.8 crore), while specialty chemicals stayed flat at INR 41.4 crore. EBITDA jumped 72.4% YoY to INR 50.9 crore with margin at 24.6% (up 785 bps), and PAT tripled to INR 44 crore. Management reiterated 25% revenue growth guidance for FY26 and CFO indicated scope for 50–100 bps margin improvement versus last year. Key updates include a new South Korea JV (Indichem) with 75% stake investing KRW 30 billion for semiconductor chemicals, INR 180 crore electrolyte additive capex at Jhagadia (completion by Q3 FY26), three new CDMO projects expected to commercialize by Q4 FY26 with INR 50–100 crore revenue potential each, and commissioning of 15.8 MW solar plant. Net cash stood at INR 270 crore with FY26 capex of about INR 250 crore.
Strong quarterly beat, raised margin commentary, and visibility on multiple new revenue streams (CDMO, electrolytes, semiconductor JV) are positive for the stock. Working capital remains a near-term watch point but management expects normalization to 110 days by year-end.