Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q1 FY26 Earnings Presentation
20 slides from Archean Chemical Industries's earnings presentation, Jul 30, 2025
Slide 1: Archean Chemical Industries Limited
Archean Chemical Industries Limited Life’s god with our chemistry July 30, 2025 National Stock Exchange of India Limited BSE Limited Exchange Plaza Listing Operations Bandra-Kurla Complex, Bandra (E) Phiroze Jeejeebhoy Towers Dalal Street Mumbai-400051 Mumbai-400001 Symbol-ACI Scrip Code- 543657 Dea
Slide 2: Q1 FY26 - Investor Presentation
Archean Chemical Industries Limited Q1 FY26 - Investor Presentation
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Archean Chemical Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe f
Slide 4: Archean at Glance
Archean at Glance Rs. 10,634 Mn* FY25 Revenue » A leading Manufacturer of Specialty Marine Chemicals in India Bromine Leadership position in Indian Bromine merchant sales » Strong Clientele - 41 Domestic & 33 Global Industrial Salt 100% Export business » Largest exporter of Bromine and Industrial Sa
Slide 5: Q1 FY26 Performance Highlights
Q1 FY26 Performance Highlights
Slide 6: Key Highlights
Key Highlights Q1FY26 Performance Highlights • Total revenue grew by 30% to Rs 2,914.5 mn for the quarter led by steady product mix • Export contributed nearly 81% of the total operating revenue • Bromine business reported a steady growth and had limited impact from price volatility owing to long-te
Slide 7: Profit & Loss Statement - Standalone
Profit & Loss Statement - Standalone Particulars (Rs. in mn) Q1FY26 Q1FY25 FY25 Total Income 2,914.5 2,234.0 10,634.5 Cost of material consumed 144.5 124.2 388.8 Change in Inventory (181.8) (317.0) (672.9) Purchase of Stock – in – Trade 165.2 - - Employee Cost 165.0 140.7 539.3 Other Expenses 1,663.
Slide 8: Profit & Loss Statement - Consolidated
Profit & Loss Statement - Consolidated Particulars (Rs. in mn) Q1FY26 Q1FY25 FY25 Total Income 3,005.9 2,223.9 10,783.0 Cost of material consumed 340.6 136.3 629.4 Change in Inventory (247.9) (316.6) (707.3) Purchase of Stock – in – Trade 165.2 0.0 0.0 Employee Cost 187.3 147.2 610.5 Other Expenses
Slide 9: Strategic Updates
Strategic Updates
Slide 10: Strategic Acquisitions (1/2)
Strategic Acquisitions (1/2) Cost of Acquisition: Primary subscription involves investment of GBP 10 mn, and a secondary purchase involves GBP 5 mn 1. Clas-Sic Wafer Fab Limited Our stake - 22.24% on a fully diluted Market Potential: The SiC market is forecast to grow at a 26% basis CAGR through 203
Slide 11: Strategic Acquisitions (2/2)
Strategic Acquisitions (2/2) Cost of Acquisition: $12 million Market Potential: The global demand for stationary energy storage is expected to exceed $30 billion by 2030 2. Offgrid Energy Labs Our stake - To Acquire 21% on a fully diluted basis • Company Name: Offgrid Energy Labs • Industry Focus: E
Slide 12: Diversification Strategy with Natural Synergy
Diversification Strategy with Natural Synergy INDUSTRIAL BROMINE SPECIALITY MUD SILICON CARBIDE (SiC) ENERGY STORAGE BROMINE SALT & SOP DERIVATIVES CHEMICALS POWER DEVICES SOLUTIONS 2013 - 15 2025/26 2025/26 Next Phase of Growth 11
Slide 13: Key Attributes behind Strong Foundation
Key Attributes behind Strong Foundation 12
Slide 14: Key Attributes Behind Strong Foundation
Key Attributes Behind Strong Foundation Strong Product Portfolio 1 3 Proven Credential Deep Engagement with Clients 2 4 Responsible Corporate 13 13
Slide 15: Strong Product Portfolio
Strong Product Portfolio Product Bromine Industrial Salt SOP • Bromine is the only non-metallic element • There are 14,000 commercial uses of Salt, • Sulphate of Potash, also known as that is a liquid at room temperature. a source of Sodium and Chlorine which potassium sulphate, is a high-value, • I
Slide 16: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele Q1FY26 Revenue Contribution Domestic 41 Largest Customer 34% Q1FY26 Global 33 Top 10 83% High Focus on Exports Top 20 TOTAL 74 Clients 95% 19% Major Clients Domestic
Slide 17: Proven Credentials
Proven Credentials With Industry Standards and Regulatory Credentials • Accredited four star export house by Director General of Foreign Trade, Ministry of Commerce and Industry, Government of India • Awarded Responsible CARE – Indian Chemical Council • REACH certification enabling the Company to ex
Slide 18: Responsible Corporate
Responsible Corporate Environment & Safety Measure Social Governance Environment and safety considerations are an Focused on education and skill development Undertakes all necessary steps to comply with important part of our operations. We and healthcare for our staff and local all the requirements
Slide 19: Way Forward
Way Forward Augment Capacity The company’s organic and inorganic expansions will drive future growth Semiconductor Initiative Silicon Carbide Wafer Manufacturing Facility Enhancing Global Footprint Way Forward Focus on expanding the customers base and expand global footprint Energy Storage Venture i
Slide 20: Thank You !
Thank You ! Company: Investor Relations Advisor: Archean Chemical Industries Ltd. CIN - L24298TN2009PLC072270 Strategic Growth Advisors Pvt. Ltd. Mr. Rajeev Kumar / Mr. Natarajan Ramamurthy CIN - U74140MH2010PTC204285 rajeevkumar@archeangroup.com / Mr. Shrikant Sangani natarajan.r@archeanchemicals.c
Archean Chemical Industries — Q1 FY26 Earnings Presentation on 6ix