Acutaas Chemicals Ltd — earnings calls

Acutaas Chemicals reported Q1 FY27 revenue of INR329.7 crores, up 59.1% year-on-year, with EBITDA margin expanding to 34.3% and PAT of INR74.9 crores. Management attributed the growth to strong performance in the Advanced Pharmaceutical Intermediates segment, particularly CDMO, while the Specialty Chemicals segment declined due to the planned phase-out of commodity chemicals. The company also reported completion of trial runs at its new battery chemicals plant and commencement of commercial supply, along with progress on the Indichem semiconductor chemicals plant in Korea.

Acutaas Chemicals reported Q4 FY26 revenue of Rs 432.8 crore, up 40.3% year-on-year, with EBITDA margin at 42.4% and PAT of Rs 134.3 crore. For FY26, revenue reached Rs 1,339.4 crore with PAT of Rs 356.4 crore, both described by management as record highs. Management discussed progress on the battery chemicals, semiconductor and CDMO verticals, and outlined capital expenditure plans including the Jhagadia electrolyte project and the Indichem joint venture in South Korea.