Archean Chemical Industries Limited — Investor Meet, 21-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Archean Chemical's H1 revenue grew 10% to INR 523.23 Cr, but Q2 saw an 8% YoY dip, impacted by monsoon-related production challenges for bromine and industrial salt. Bromine output was affected by technical issues and unseasonal rains, leading to a production backlog. SOP plant-scale trials will commence in Q4, targeting Q3 FY27 commercial production. The SiCSem semiconductor project secured mission approval, with a INR 2,067 Cr investment plan now in motion. Oren Hydrocarbon's revenue contribution is delayed until FY27. The company remains net debt-free, prioritizing core business efficiency while expanding into new high-potential sectors like semiconductors and energy storage.