Archean Chemical Industries Limited has informed the Exchange about Transcript
ACI · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Archean Chemical Industries reported Q1 FY26 standalone revenue of INR 2,915 million (30% YoY growth), EBITDA of INR 958 million (13% YoY, ~33% margin), and net profit of INR 518.5 million; consolidated revenue was INR 3,005.9 million with net profit of INR 401.4 million. Industrial Salt contributed ~70% of revenue (1.1 million tons) and Elemental Bromine ~30% (4,054 tons), with Bromine prices ticking up from $2.4 to ~$2.5/kg and management guiding full-year Bromine volumes of 22,000-25,000 MT. Management stated the order book is full with 100% off-take under long-term contracts, while growth drivers include Bromine Derivatives (30-40% capacity utilization, targeting 50%+ by FY26 end), SOP (pilot trials successful, moving to plant-scale trials with H2 FY26 contribution expected), and Idealis Mudchemie (commercial production targeted from Q3 FY26). The company remains net debt-free and confirmed an 18.14% stake acquired in Offgrid Energy Labs for zinc-bromide battery technology, alongside Semiconductor project land acquisition in Odisha.
Solid Q1 with double-digit revenue growth and stable margins; positive signals from Bromine pricing recovery, full order book, and confirmed ramp-up timelines for new businesses. Near-term watchpoints include subsidiary drag on consolidated PAT and potentially delayed Idealis contributions, though management maintained the INR 150 crore FY26 guidance for now.