Archean Chemical Industries Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Archean Chemical reported a resilient Q1 FY26. Standalone revenue grew 30% YoY to Rs 291.5 Cr, with net profit at Rs 51.85 Cr. Consolidated net profit was Rs 40.14 Cr, impacted by initial subsidiary ramp-up costs.

Bromine volumes stayed strong (>4,000 tons), with prices firming to $2.5/kg+. Industrial Salt sales held at 1.1 million tons, logistics issues largely resolved. SOP pilot trials succeeded; plant-scale trials & H2 FY26 contribution expected. Bromine Derivatives are scaling up, and Oren Hydrocarbon targets Q3 commercial production. Strategic investments in semiconductors & energy storage continue. The company maintains a net debt-free position.