Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q2 FY27 Earnings Presentation
33 slides from Archean Chemical Industries's earnings presentation, Nov 2, 2026
Slide 1: Exchange filing cover letter for earnings call presentation
November 02, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza Listing Operations Bandra-Kurla Complex, Bandra (E) P J Towers Dalal Street Mumbai-400051 Mumbai-400001 Symbol-ACI Scrip Code- 543657 Dear Sir/Madam, Subject: Presentation of the earnings call for the quarter, and
Slide 2: Q2 & H1FY27 - Investor Presentation
Archean Chemical Industries Limited Q2 & H1FY27 - Investor Presentation
Slide 3: Safe Harbour
Safe Harbour 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
Slide 4: Table of Content
Table of Content 1 Q2 & H1FY27 Performance Highlights 2 Company Overview 3 Leadership Presence in Marine Chemicals 4 Extending Product Portfolio 5 Unlocking New Frontiers 3
Slide 5: Q2 & H1FY27 Performance Highlights
1 Q2 & H1FY27 Performance Highlights
Slide 6: Q2 & H1FY27 Performance Highlights
Q2 & H1FY27 Performance Highlights • Q2FY27 total revenue grew by 26% YoY to Rs. 302 crores led by improving product mix. • Exports contributed nearly 79% of total operating revenue in Q2FY27. Export performance was partly impacted by supply chain challenges, resulting in longer transit times and el
Slide 7: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. In Crores) Q2FY27 Q2FY26 Q1FY27 H1FY27 H1FY26 Total Income 305.4 231.8 332.1 637.4 523.2 Cost of materials consumed 41.7 10.4 30.7 72.4 24.8 Purchase of Stock in Trade - - - - 16.5 Change in Inventory (21.1) (19.4) (5.0) (26.1) (37.5) Employee Cost
Slide 8: Revenue & Volume Trends
Revenue & Volume Trends Industrial Salt Bromine Bromine Derivatives Revenue (In Crores) 65.1 341.7 332.3 260.7 42.8 156.8 35.7 161.0 127.5 147.7 72.4 19.7 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 3,585 Volumes (in tons) 20,05,390 8,262 3,135 17,93,377 7,128
Slide 9: Consolidated Performance Breakup
Consolidated Performance Breakup Particulars (Rs. In Crores) Q2FY27 Q2FY26 YoY Growth H1FY27 H1FY26 YoY Growth Total Income* 301.6 239.6 25.9% 634.4 540.2 17.5% ACIL 305.4 231.8 31.7% 637.4 523.2 21.8% ACUME 36.0 20.4 76.4% 65.8 43.6 50.7% IDEALIS 0.0 0.0 - 0.4 0.0 - NEUN 0.0 0.0 - 0.1 0.0 - Elimina
Slide 10: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. In Crores) Q2FY27 Q2FY26 Q1FY27 H1FY27 H1FY26 Total Income 301.6 239.6 332.8 634.4 540.2 Cost of materials consumed 44.1 12.7 38.5 82.6 46.7 Purchase of Stock in Trade - - - - 16.5 Change in Inventory (21.6) (12.5) (7.9) (29.5) (37.3) Employee Co
Slide 11: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (Rs. In Crores) Sep-26 Mar-26 Particulars (Rs. In Crores) Sep-26 Mar-26 Equity 1,963.3 1,934.4 Non-Current Assets 2,266.6 2,152.2 Property Plant & Equipment 1,263.9 1,274.0 Equity Share Capital 24.7 24.7 Capital Work in Progress 120.5 71.5 Other Equity 1,938.6
Slide 12: Company Overview
2 Company Overview
Slide 13: Archean at a glance
Company Overview Leading Manufacturer State of the Art 9 Largest Exporter of Specialty Marine Manufacturing Plants of Bromine & Industrial Chemicals Salt Product Portfolio Upcoming Products Robust Financials – FY26 Archean Marine Chemicals Bromine Derivatives Revenue ~1,108 crores India’s 1st ISM ap
Slide 14: Archean – Group Structure
Archean – Group Structure Archean Chemical Industries Limited SUBSIDIARIES 100% Acume 100% Idealis 100% Neun Infra Chemicals Chemicals 100% Idealis 70% Mudchemie SiCSem STEP - DOWN (Formerly ‘Oren Hydrocarbon’) SUBSIDIARIES Strategic Investment in Silicon Carbide Foundry: Clas-SiC Wafer Fab Limited,
Slide 15: Diversification Strategy with Natural Synergy
Diversification Strategy with Natural Synergy SPECIALITY SILICON CARBIDE ENERGY INDUSTRIAL BROMINE BROMINE MUD (SiC) POWER STORAGE SALT & SOP DERIVATIVES CHEMICALS DEVICES SOLUTIONS 2013 - 15 2024/25 2025/26 Next Phase of Growth 14
Slide 16: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele H1FY27 – Revenue Contribution H1FY27 – High Focus on Exports Domestic 41 Largest Customer 29% 26% Domestic Global Top 10 72% 36 Export 74% Top 20 86% Total 77 Clients
Slide 17: Proven Credentials
Proven Credentials With Industry Standards and Regulatory Credentials Key Certificates R&D Depth • Accredited four-star export house by Director General of • State of art R&D facility at plant location Foreign Trade, Ministry of Commerce and Industry, • Continuous effort undertaken to evaluate the b
Slide 18: CSR & Community Impact
CSR & Community Impact Strengthening Rural Infrastructure & Community Development Rs. 796.31 Lakhs • Undertook water facility enhancement and road repair and maintenance initiatives, positively Total CSR Spend for FY 2025–26 impacting surrounding communities and improving access to essential infrast
Slide 19: Responsible Corporate
Responsible Corporate Environment & Safety Measure Social Governance Environment and safety considerations are Focused on education and skill Undertakes all necessary steps to comply an important part of our operations. We development and healthcare for our staff with all the requirements of Listing
Slide 20: Leadership Presence in Marine Chemicals
3 Leadership Presence in Marine Chemicals
Slide 21: 1. Bromine
1. Bromine Br2 Bromine, a member of the halogen family, is found naturally in seawater, 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 Elemental • Pharmaceuticals Bromin
Slide 22: 2. Industrial Salts
2. Industrial Salts Industrial Salt, made up of sodium and chlorine, is a crystalline powder NaCl in its natural state. Manufacturing Capacity 7,500,000 MTPA Position End User Industries • 100% Export Business • Chloralkali Chemicals 100% export oriented • Produced using the solar evaporation • Text
Slide 23: 3. Sulphate of Potash
3. Sulphate of Potash High value, chloride-free potash fertilizer with a vital role in enhancing Manufacturing Capacity K2SO4 crop quality and yield 1,32,000 MTPA Position End User Industries • KTMS (kainite type mixed salt) had • Agrochemicals, particularly for high- Only manufacturer of natural se
Slide 24: Extending Product Portfolio
4 Extending Product Portfolio
Slide 25: 4. Bromine Derivatives
4. Bromine Derivatives Manufacturing About the segment End User Industries Segment Highlights Capacity Segment operated under Pure Terephthalic Acid wholly owned subsidiary (PTA) • Plant operational at Acume Chemicals Private Polyester resins, such as an average utilisation Limited Brominated cata
Slide 26: 5. Speciality Mud Chemicals
5. Speciality Mud Chemicals Manufacturing Acquisition of Oren Hydrocarbon Capacity During FY25, company acquired by Idealis Chemicals Private Limited through 5 Plants an e-auction conducted under the NCLT liquidation process, at a consideration of Gujarat Rs. 7,690.74 lakhs Andhra Pradesh Effect
Slide 27: Unlocking New Frontiers
05 Unlocking New Frontiers
Slide 28: India's First SiC Semiconductor Fab and Packaging Unit
India’s First SiC Semiconductor Fab and Packaging Unit Archean’s Silicon Carbide (SiC) based Semiconductor Manufacturing Facility approved by the Cabinet under the Indian Semiconductor Mission (ISM) Entity: Competitive Edge: SicSem Private Limited India’s 1st ISM approved (Step-down subsidiary of AC
Slide 29: Turning Semiconductor Vision into Reality
Turning Semiconductor Vision into Reality SICSEM executed the Fiscal Support Agreement ("FSA") with the Strategic Significance India Semiconductor Mission ("ISM") on May 11, 2026, pursuant to the Semicon India Programme of the Government of India • India’s first and only ISM-approved commercial comp
Slide 30: Offgrid Energy Labs - Inauguration of Pilot Manufacturing Facility in UK
Offgrid Energy Labs - Inauguration of Pilot Manufacturing Facility in UK Offgrid has inaugurated its first Zinc Bromide based battery (ZincGel®) pilot manufacturing facility transitioning technology from laboratory innovation to commercial pilot-scale production Target Applications Grid Stability &
Slide 31: Strategic Investment in Clas-SiC Wafer
Strategic Investment in Clas-SiC Wafer Investments: Our Stake: Market Potential: 1. Clas-SiC Wafer Fab Primary subscription involves investment of GBP 10 mn, and a 21.84% The SiC market is forecast to grow at a 26% CAGR through Limited secondary purchase involves 2030 reaching to USD 14+ Bn GBP 5 mn
Slide 32: Strategic Acquisition of Offgrid Energy Labs
Strategic Acquisition of Offgrid Energy Labs Cost of Acquisition: Our stake: Market Potential: 2. Offgrid Energy $12 million To Acquire 21% on a fully The global demand for Labs diluted basis stationary energy storage is expected to exceed $30 billion by 2030 Company Name Industry Focus Location Off
Slide 33: Company and Investor Relations Advisor contacts
Company: Investor Relations Advisor: Archean Chemical Industries Ltd. Strategic Growth Advisors Pvt. Ltd. CIN - L24298TN2009PLC072270 CIN - U74140MH2010PTC204285 Mr. Rajeev Kumar / Mr. Natarajan Ramamurthy Mr. Shrikant Sangani / Ms. Vaamaa Choksi [email protected] / shrikant.sangani@sgapl
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