Archean Chemical Industries Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Archean Chemical Industries (ACI) reported Q3 & 9M FY26 results. Standalone revenue grew 2.4% YoY to 260.81 Cr, but EBITDA fell 27% to 69.86 Cr (27% margin); net profit was 34.30 Cr. Bromine demand is strong, but operational issues constrained production (6,500 tons backlog). Industrial salt volumes are robust. Bromine derivatives (Acume) are at 30-40% utilization, new products in pipeline aim for 50-60%. SOP plant trials are commencing. Strategic projects (Semicon, Energy Storage) are progressing. Management acknowledged past project delays but is committed to better execution for long-term growth.