Archean Chemical Industries Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Archean Chemical saw Q4 FY26 consolidated revenue of INR 306.3Cr, with EBITDA at INR 49.1Cr and PAT at INR 12.2Cr. Full-year consolidated revenue was INR 1,108Cr, EBITDA INR 265Cr, PAT INR 105.4Cr. Geopolitical issues, logistics disruptions, and higher commodity costs significantly impacted profitability. Bromine production returned to historical levels (50-55 tons/day), with most long-term contracts renegotiated upwards. The semiconductor project accelerates, with production targeted in 24-30 months. Management is focused on consolidating core salt/bromine, scaling derivatives, and strategic investments, aiming for volume growth & historical margins as external factors ease. Sentiment is cautiously optimistic.