Transcript of Earnings Call for Q4 FY26 Financial Results held on April 30, 2026 is enclosed.
ACUTAAS · price
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Acutaas Chemicals reported strong Q4 FY26 results with revenue of INR432.8 crores (40.3% YoY growth) and PAT of INR134.3 crores (114.1% YoY growth). Full year FY26 revenue stood at INR1,339.4 crores with highest ever PAT of INR356.4 crores, more than doubling from prior year. EBITDA margin expanded significantly to 42.4% in Q4, up 1,487 basis points YoY, driven by improved product mix. Management guided for 25% revenue growth in FY27 while maintaining similar EBITDA margins, supported by battery chemicals, CDMO, and semiconductor verticals. The company is investing INR190 crores in South Korea JV Indichem and planning a 10x expansion of its R&D centre. Battery chemical plant (2,000 MT capacity for VC and FEC) is fully contracted for 3 years, with 2 additional products expected in FY27. The company targets INR1,000 crores CDMO revenue by FY28.
Strong execution with margin expansion and clear multi-year growth visibility from diversified verticals (pharma intermediates, battery chemicals, semiconductors). The 25% revenue growth guidance for FY27 backed by long-term contracts provides earnings visibility, though rapid margin expansion may plateau as new battery chemical business scales up.