Acutaas Chemicals Limited has informed the Exchange about Transcript
ACUTAAS · price
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Acutaas Chemicals reported record Q4 FY26 results with revenue of Rs 432.8 crore (up 40% YoY) and PAT of Rs 134.3 crore (up 114% YoY). For FY26, full-year revenue stood at Rs 1,339.4 crore with PAT of Rs 356.4 crore, more than doubling year-on-year. The company guided for 25% revenue growth in FY27 while maintaining similar EBITDA margins, driven by three growth engines: advanced pharmaceutical intermediates (including CDMO), battery chemicals (electrolyte additives commercialized with 2,000 MT capacity fully contracted for 3 years), and semiconductor business (BFC recovery and new Indichem JV in South Korea). Management highlighted strong demand visibility backed by long-term contracts, with the R&D centre undergoing a 10x capacity expansion and FY27 capex expected around Rs 90-100 crore plus R&D investments. Q4 saw gross margin expansion to 62% and EBITDA margin of 42.4%, though management acknowledged near-term cost pressures from global supply chain disruptions.
The strong Q4 and full-year results with margin expansion demonstrate operational leverage and successful portfolio reshaping toward higher-value products. The 25% FY27 growth guidance backed by contracted battery chemical capacity and validated CDMO products provides revenue visibility, though investors should note the company's historical Q1 seasonality where first half typically contributes only 40% of annual revenue.