Archean Chemical Industries Limited has informed the Exchange about Transcript

Archean Chemical Industries reported Q4 FY '26 total income of INR 304.7 crores, down 9% year-on-year. EBITDA for the quarter was INR 66.4 crores (down 34.3% YoY) with EBITDA margin at 21.79%, while full year FY '26 revenue stood at INR 1,088.8 crores with PAT of INR 154.3 crores (down 17% YoY). The company faced significant headwinds from the U.S.-Iran conflict impacting bromine supply chains, with global freight costs rising 18-20% and fuel prices up 50%. Industrial salt volumes in Q4 were impacted by logistics issues (road construction in Gujarat) and customer deferrals totaling 370,000 tons. Bromine production has recovered to historical levels of ~55 tons per day, and the company has renegotiated majority of long-term contracts upwards. The semiconductor subsidiary (SiCSem) signed a fiscal support agreement with the Government of India, targeting 24-30 months from July 2026 for project completion. Bromine derivatives business (Acume) continues to scale up with 45% capacity utilization.