Acutaas Chemicals Limited — Investor Meet, 08-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ami Organics has announced a board meeting to consider the financial results for the quarter and half-year.

Ami Organics (soon Acutaas Chemicals) crossed INR1,000 Cr revenue in FY25, led by 50% growth in Pharma Intermediates (INR854 Cr) and stable Specialty Chemicals (~INR153 Cr). Q4 revenue rose 37% YoY to INR308.5 Cr, with EBITDA margin up 835 bps to 27.5%, and PAT surged 2.5x to INR62.7 Cr. FY25 EBITDA grew 81% to INR232 Cr, PAT doubled to INR160 Cr. Capex of INR195 Cr targeted Ankleshwar expansion, solar plants, and electrolyte additives; INR200 Cr planned for FY26. Electrolyte additive production begins H2 FY26, scaling up over 3 years. CDMO business aims for INR1,000 Cr by FY28, supported by a strong pipeline and new contracts adding revenue from H2 FY26. Semiconductor specialty chemicals show gradual recovery with new customers in Japan, Korea, and Taiwan. Management expects 25% revenue growth and margin expansion in FY26, driven by patent expiries, CDMO, and new business lines. Working capital at 114 days; net cash INR249 Cr. Solar projects to deliver ~INR16-18 Cr annual savings. Focus on diversification, tech expansion, and long-term growth despite global uncertainties, with balanced domestic and export markets. Sentiment remains confident.