Acutaas Chemicals Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Acutaas Chemicals delivered robust Q3 FY26 results: revenue hit ₹393.2 Cr (+43% YoY), EBITDA ₹150.7 Cr (+2x YoY), and PAT ₹106.2 Cr (+133.7% YoY), driven by improved product mix and operational efficiency. EBITDA margin reached 38.3%. FY26 revenue growth guidance upgraded to ~30%, with EBITDA margin guidance increased to 32-35%.

The company is confidently diversifying into new verticals. The battery chemicals plant (4,000 MT capacity for VC/FEC) was inaugurated, with commercial operations and revenue expected from Q1 FY27. Semiconductor chemicals via BFC and Indichem JV are showing encouraging traction. A strong CDMO pipeline with four validated products reinforces confidence in achieving ₹1,000 Cr CDMO revenue by FY28. Management's strategic focus is on quality growth and high-margin businesses.