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Archean Chemical Industries (ACI) investor relations material
Archean Chemical Industries Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY26 standalone revenue grew 10% year-over-year to INR 5,232.3 million, with exports contributing 79% of operating revenue.
Consolidated H1 FY26 revenue was INR 5,401.5 million, up from INR 4,737.7 million year-over-year.
Net profit after tax for H1 FY26 was INR 903.1 million standalone and INR 691.8 million consolidated, both up year-over-year.
Achieved India Semiconductor Mission approval for SiCSem project, with groundbreaking in November 2025.
Strategic investments in Clas-SiC Wafer Fab Limited (UK) and Offgrid Energy Labs (USA) support diversification into semiconductors and energy storage.
Financial highlights
Q2 FY26 standalone revenue was INR 2,317.8 million, down 8% year-over-year.
Q2 FY26 EBITDA was INR 759.9 million, with a margin of 33%.
H1 FY26 standalone net profit after exceptional items was INR 903.1 million, up 28% year-over-year.
Consolidated H1 FY26 profit after tax was INR 691.8 million, up from INR 605.8 million in H1 FY25.
Net cash from operating activities for H1 FY26 was INR 910.4 million.
Outlook and guidance
Confident of meeting industrial salt export guidance of 4.5 million tons in FY26.
SOP commercial production expected post-monsoon FY27, with 130,000 tons annual capacity.
Oren Hydrocarbons (Idealis MudChemie) to contribute meaningfully from FY27.
Plans for capacity expansion and global footprint growth, with focus on semiconductors and energy storage.
Management confident in renewing key land lease in Gujarat, ensuring continued operations.
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