Archean Chemical Industries Limited — PPTs, 11-11-2024: Investor Presentation

**Financial Highlights:** For H1 FY25, Archean Chemical Industries reported total income of ₹4,754.5 million, down from ₹6,563.4 million in H1 FY24. Q2 FY25 income was ₹2,520.5 million, a decrease from ₹3,020.4 million in Q2 FY24. EBITDA for H1 FY25 stood at ₹1,746.7 million with a corresponding margin decline, influenced by operational challenges. Profit After Tax for H1 FY25 was ₹703.3 million compared to ₹1,605.2 million in the previous year. EPS for H1 FY25 was ₹5.70.

**Strategic Initiatives and Growth Drivers:** The company has made significant strides in diversifying its portfolio, including an investment in Clas-SiC Wafer Fab Limited in the UK, focusing on Silicon Carbide devices, targeting the booming semiconductor market. Additionally, Archean has invested in Offgrid Energy Labs in the USA, enhancing its presence in the energy storage sector with patented Zinc Bromide battery technology, positioning itself strongly within the renewable energy landscape.

**Business Developments:** The company is actively expanding its manufacturing capabilities in bromine derivatives and industrial salt. They have initiated a new facility at Jhagadia, Gujarat, which will improve product offerings and enhance overall production capacity.

**Market Position and Competitive Advantage:** Archean maintains a leadership position in the Indian bromine market and is recognized as the largest exporter of bromine and industrial salt. Their comprehensive R&D initiatives and strong customer relationships reinforce their competitive edge.

**Investor Implications:** Despite the current financial downturn, the strategic investments suggest potential growth. Continued focus on diversification may mitigate risks and unlock future revenue streams, presenting a positive outlook for long-term investors.