Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q4 FY26 Earnings Presentation
34 slides from Archean Chemical Industries's earnings presentation, May 12, 2026
Slide 1: Archean Chemical Industries Limited
Archean Chemical Industries Limited Life’s good with our chemistry May 12, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza Listing Operations Bandra-Kurla Complex, Bandra (E) Phiroze Jeejeebhoy Towers Dalal Street Mumbai-400051 Mumbai-400001 Symbol-ACI Scrip Code- 543657 Dea
Slide 2: Q4 & FY26 - Investor Presentation
Archean Chemical Industries Limited Q4 & FY26 - Investor Presentation
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Archean Chemical Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe f
Slide 4: Semiconductor Project: Recent Developments
Semiconductor Project: Recent Developments
Slide 5: Milestone Event: Execution of Fiscal Support Agreement
Milestone Event: Execution of Fiscal Support Agreement -SICSEM has executed the Fiscal Support Agreement ("FSA") with the India Semiconductor Mission ("ISM"), on May 11, 2026, pursuant to the Semicon India Programme of the Government of India. -Marks an important procedural milestone in the implemen
Slide 6: Turning Semiconductor Vision into Reality
Turning Semiconductor Vision into Reality Archean’s subsidiary SiCSem Private Limited conducted the Bhoomi Pujan and Groundbreaking ceremony to establish Integrated facility of Silicon Carbide (SiC) based Compound Semiconductor fab and ATMP Unit in Info Valley, Bhubaneshwar, Odisha in November 2025
Slide 7: Semiconductor Project: From Vision to Breakthrough
Semiconductor Project: From Vision to Breakthrough Archean’s Silicon Carbide (SiC) based Semiconductor Manufacturing Facility approved by the Cabinet under the Indian Semiconductor Mission (ISM) Entity: Collaboration: Project: Location: SicSem Private Limited - Step- Clas-Sic Wafer Fab Limited, UK,
Slide 8: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights
Slide 9: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights* • FY26 total revenue grew by 3% YoY to Rs. 11,080 million, while Q4FY26 revenue declined by 13% YoY to Rs. 3,063 million, primarily impacted by moderation in the Industrial Salt business. • Exports contributed nearly 78% of total operating revenue in FY26 and were i
Slide 10: Consolidated – Performance Breakup
Consolidated – Performance Breakup Particulars (Rs. in mn) FY26 FY25 YoY Growth Total Income* 11,740.2 10,912.4 8% ACIL 10,887.5 10,634.5 2% ACUME 830.5 274.7 202% IDEALIS 17.0 0.5 - NEUN 5.2 2.7 89% EBITDA ACIL 3,080.4 3,721.2 -17% ACUME -98.3 -4.3 IDEALIS -47.8 -75.8 NEUN -33.4 2.1 Profit before T
Slide 11: B&R Notification and Middle East Crisis
B&R Notification and Middle East Crisis Logistics operations and costs were impacted by two key factors: • Government of Gujarat circular relating to major repairs of roads which the company trucks currently ply led to increase in distance by 50-100% and frequent route changes. (Route A->D is now re
Slide 12: Lease Update and further development
Lease Update and further development • Company has been receiving land lease demand notices as per schedule • All payments are made in a timely manner along with price escalations as per the agreement • We have undertaken a brine field expansion project within our premises demarcated in BLUE which w
Slide 13: Q4 & FY26 – Standalone Revenue & Volume Trends
Q4 & FY26 – Standalone Revenue & Volume Trends Industrial Salt Bromine +10.5% -12.7% 7,286 3,531 Revenue (in millions) 6,595 3,084 -20.3% +23.0% 2,454 1,956 763 938 Q4FY25 Q4FY26 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 +22.1% -24.8% 42,47,482 17,640 Volumes (in tons) 34,77,626 13,263 -7.2% +3.8% 12,70,035
Slide 14: Bromine Derivatives - Revenue & Volume Trends
Bromine Derivatives - Revenue & Volume Trends Revenue (Rs. In Million) Sales Volume (MT) 811 5,228 702 4,831 2,084 272 Inorganic 2,041 Inorganic 261 109 Organic Organic 398 10 43 FY25 FY26 FY25 FY26 13
Slide 15: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in mn) Q4FY26 Q4FY25 Q3FY26 FY26 FY25 Total Income 3,047.1 3,333.3 2,608.1 10,887.5 10,634.5 Cost of material consumed 171.3 77.2 106.4 526.0 388.8 Purchase of Stock – in – Trade 0.0 0.0 0.0 165.2 0.0 Change in Inventory 153.3 (131.9) (151.0) (373.
Slide 16: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in mn) Q4FY26 Q4FY25 Q3FY26 FY26 FY25 Total Income 3,063.3 3,533.8 2,615.2 11,080.0 10,783.0 Cost of material consumed 255.2 228.7 154.3 876.8 629.4 Purchase of Stock – in – Trade 0.0 0.0 0.0 165.2 0.0 Change in Inventory 137.5 (105.2) (163.6) (3
Slide 17: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars(Rs. in mn) Mar-26 Mar-25 Particulars(Rs. in mn) Mar-26 Mar-25 Shareholder's Funds 19,343.9 18,640.1 Non-Current Assets 21,334.0 16,976.4 Equity Share Capital 246.9 246.9 Property Plant & Equipment 12,739.8 12,854.6 CWIP 715.2 344.6 Reserves & Surplus 19,097.0 1
Slide 18: Financial Performance
Financial Performance* Inventory, Debtors and Creditors Turnover (in days) RoCE (%) RoE (%) 13.4 10.3 Inventory Debtors Creditors 10.1 8.0 74 63 59 59 Mar-25 Mar-26 Mar-25 Mar-26 54 51 Net Debt to Equity (x) Fixed Asset Turnover (x) 1.0 1.0 Mar-25 Mar-26 0.1 0.0 Mar-25 Mar-26 Mar-25 Mar-26 *Standalo
Slide 19: Leadership Presence in Marine Chemicals
Leadership Presence in Marine Chemicals
Slide 20: Archean at Glance
Archean at Glance » A leading Manufacturer of Specialty Marine Chemicals in India » Strong Clientele - 41 Domestic & 36 Global » Largest exporter of Bromine and Industrial Salt in India » Sustainability leadership – ‘Responsible Care’ Certification 19
Slide 21: 1. Bromine
1. Bromine Bromine, a member of the halogen family, is found naturally in seawater, Br2 underground brine deposits and other water reservoirs. Manufacturing Capacity Merchant Sales 28,500 MTPA Position End User Industries Captive 14,000 MTPA • Leadership position in Indian Bromine • Pharmaceuticals
Slide 22: 2. Industrial Salt
2. Industrial Salt Industrial Salt, made up of sodium and chlorine, is a crystalline powder in its Manufacturing Capacity NaCl natural state. 45,00,000 MTPA Position End User Industries • Highest contribution to total revenue • Chloralkali Chemicals 100% export oriented • Produced using the solar ev
Slide 23: 3. Sulphate of Potash
3. Sulphate of Potash High value, chloride-free potash fertilizer with a vital role in enhancing crop K2SO4 Manufacturing Capacity quality and yield 1,30,000 MTPA Position End User Industries • KTMS (kainite type mixed salt) had higher NaCl • Agrochemicals, particularly for high-value and Only manuf
Slide 24: Extending Product Portfolio
Extending Product Portfolio
Slide 25: 4. Bromine Derivatives
4. Bromine Derivatives Manufacturing Capacity End User Industries Segment Highlights About the segment Segment operated under Pure Terephthalic Acid (PTA) wholly owned subsidiary • Plant operational at an Acume Chemicals Private Polyester resins, such as average utilisation rate Limited Brominated
Slide 26: 5. Specialty Mud Chemicals
5. Specialty Mud Chemicals Acquisition of Oren Hydrocarbon Manufacturing Capacity During FY25, company acquired by Idealis Chemicals Private Limited through an e-auction 5 Plants conducted under the NCLT liquidation process, at a consideration of Rs. 7,690.74 lakhs Gujarat Andhra Pradesh Effecti
Slide 27: Strategic Updates
Strategic Updates
Slide 28: Strategic Acquisitions (1/2)
Strategic Acquisitions (1/2) Cost of Acquisition: Primary subscription involves investment of GBP 10 mn, and a secondary purchase involves GBP 5 mn 1. Clas-Sic Wafer Fab Limited Our stake - 22.24% on a fully diluted Market Potential: The SiC market is forecast to grow at a 26% basis CAGR through 203
Slide 29: Strategic Acquisitions (2/2)
Strategic Acquisitions (2/2) Cost of Acquisition: $12 million Market Potential: The global demand for stationary energy storage is expected to exceed $30 billion by 2030 2. Offgrid Energy Labs Our stake - To Acquire 21% on a fully diluted basis • Company Name: Offgrid Energy Labs • Industry Focus: E
Slide 30: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele FY26 Revenue Contribution Domestic 41 Largest Customer 36% FY26 Global 36 Top 10 77% High Focus on Exports Top 20 87% Total 77 Clients 22% Major Clients Domestic Expo
Slide 31: Proven Credentials
Proven Credentials With Industry Standards and Regulatory Credentials • Accredited four star export house by Director General of Foreign Trade, Ministry of Commerce and Industry, Government of India • Awarded Responsible CARE – Indian Chemical Council • REACH certification enabling the Company to ex
Slide 32: Responsible Corporate
Responsible Corporate Environment & Safety Measure Social Governance Environment and safety considerations are an Focused on education and skill development Undertakes all necessary steps to comply with important part of our operations. We and healthcare for our staff and local all the requirements
Slide 33: Diversification Strategy with Natural Synergy
Diversification Strategy with Natural Synergy INDUSTRIAL BROMINE SPECIALITY MUD SILICON CARBIDE (SiC) ENERGY STORAGE BROMINE SALT & SOP DERIVATIVES CHEMICALS POWER DEVICES SOLUTIONS 2013 - 15 2025/26 2025/26 Next Phase of Growth 32
Slide 34: Thank You !
Thank You ! Company: Investor Relations Advisor: Archean Chemical Industries Ltd. Strategic Growth Advisors Pvt. Ltd. CIN - L24298TN2009PLC072270 CIN - U74140MH2010PTC204285 Mr. Shrikant Sangani / Ms. Vaamaa Choksi Mr. Rajeev Kumar / Mr. Natarajan Ramamurthy [email protected] / vaamaa.choks
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