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

Acutaas Chemicals reported strong Q1 FY26 financials: revenue up 17.3% YoY to INR 207.2 Cr, gross profit surged 48.4% to INR 110.3 Cr (53.2% margin), and PAT grew 3x to INR 44 Cr (21.2% margin), driven by improved product mix and cost optimization. Management notes improving pharma demand and strong momentum in battery chemicals from US policy shifts. The company entered a South Korean JV (Indichem, KRW 30 billion) for semiconductor chemicals, with strong customer visibility. New CDMO projects will contribute from Q4 FY26, and electrolyte additive capex is on track. Acutaas expects 25% revenue growth and further margin improvement in FY26.