Archean Chemical Industries Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Archean Chemical Industries reported standalone Q1 FY27 revenue of INR3,321 million, up 14% year-on-year, with EBITDA of INR839 million at a 25.3% margin. Management attributed the sequential improvement to higher bromine volumes and realizations and to Acume, the bromine derivatives business, turning EBITDA positive for the first time. Salt volumes and margins were impacted by higher road and sea freight costs and by ongoing logistics disruptions linked to the Middle East conflict and highway construction near the Hajipir plant.
Archean Chemical reported Q4 FY26 total income of Rs 304.7 crore, down 9% year-on-year, with EBITDA of Rs 66.4 crore and PAT of around Rs 29.8 crore, as industrial salt volumes and pricing were impacted by customer deferrals, logistics disruptions from a Kutch road diversion, and the US-Iran conflict. Bromine volumes recovered to around 3,731 metric tons for the quarter with realization up 14% year-on-year, and management said it had renegotiated a majority of its long-term bromine contracts upward. For the full year, total revenue was Rs 1,088.8 crore, up 2%, while EBITDA declined 17% to around Rs 308 crore and PAT fell 17% to Rs 154.3 crore.