Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q3 FY26 Earnings Presentation
22 slides from Archean Chemical Industries's earnings presentation, Feb 5, 2026
Slide 1: Archean Chemical Industries Limited
Archean Chemical Industries Limited Life’s god with our chemistry February 05, 2026 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
Slide 2: Q3 & 9M FY26 - Investor Presentation
Archean Chemical Industries Limited Q3 & 9M 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 » A leading Manufacturer of Specialty Marine Chemicals in India » Strong Clientele - 41 Domestic & 36 Global » Largest exporter of Bromine and Industrial Salt in India » Sustainability leadership – ‘Responsible Care’ Certification 3 *On Standalone basis
Slide 5: Q3 & 9M FY26 Performance Highlights
Q3 & 9M FY26 Performance Highlights
Slide 6: Q3 & 9MFY26 Performance Highlights
Q3 & 9MFY26 Performance Highlights* • Industrial Salt segment revenue grew 29% to Rs. 5,329.8 millions and volumes grew 39% to 3.07 Million tons for 9MFY26 on a YoY basis backed by healthy demand • Bromine Derivatives (Acume Chemicals) volume grew 148% on a YoY basis. • Bromine revenues declined by
Slide 7: Q3 & 9M FY26 – Standalone Revenue & Volume Trends
Q3 & 9M FY26 – Standalone Revenue & Volume Trends Industrial Salt Bromine +28.7% -22.5% 5,330 Revenue (in millions) 4,141 2,147 +28.3% -37.8% 1,913 930 1,491 579 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3FY26 9MFY25 9MFY26 +39.0% -32.0% 30,69,238 14,016 Volumes (in tons) 22,07,591 9,531 +40.2% -47.9% 10,
Slide 8: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in mn) Q3FY26 Q3FY25 Q2FY26 9MFY26 9MFY25 Total Income 2,608.1 2,546.6 2,317.8 7,840.4 7,301.1 Cost of material consumed 106.4 72.8 103.8 354.7 311.6 Purchase of Stock – in – Trade 0.0 0.0 0.0 165.2 0.0 Change in Inventory (151.0) (226.4) (193.6) (
Slide 9: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in mn) Q3FY26 Q3FY25 Q2FY26 9MFY26 9MFY25 Total Income 2,615.2 2,511.5 2,395.6 8,016.7 7,249.2 Cost of material consumed 154.3 116.8 126.7 621.5 400.7 Purchase of Stock – in – Trade 0.0 0.0 0.0 165.2 0.0 Change in Inventory (163.6) (274.8) (125.4
Slide 10: Leadership in Marine Chemicals
Leadership in Marine Chemicals
Slide 11: Key Attributes Behind Strong Foundation
Key Attributes Behind Strong Foundation Deep Engagement with Clients 1 3 Proven Credential Strong Product Portfolio 2 4 10 Responsible Corporate 10
Slide 12: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele 9MFY26 Revenue Contribution Domestic 41 Largest Customer 41% 9MFY26 Global 36 Top 10 77% High Focus on Exports Top 20 89% Total 77 Clients 21% Major Clients Domestic
Slide 13: 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 14: 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 15: 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 16: Strategic Updates
Strategic Updates
Slide 17: 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 18: 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 19: Semiconductor Project: From Vision to Breakthrough
Semiconductor Project: From Vision to Breakthrough Archean’s Silicon Carbide (SiC) based Semiconductor Manufacturing Facility approved by the Cabinet under the Indian Semiconductor Mission (ISM) Entity: Collaboration: Project: Location: SicSem Private Limited - Step- Clas-Sic Wafer Fab Limited, UK,
Slide 20: Turning Semiconductor Vision into Reality
Turning Semiconductor Vision into Reality Archean’s subsidiary SiCSem Private Limited conducted the Bhoomi Pujan and Groundbreaking ceremony to establish Integrated facility of Silicon Carbide (SiC) based Compound Semiconductor fab and ATMP Unit in Info Valley, Bhubaneshwar, Odisha in November 2025
Slide 21: 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 20
Slide 22: Thank You !
Thank You ! Company: Investor Relations Advisor: Archean Chemical Industries Ltd. Strategic Growth Advisors Pvt. Ltd. CIN - L24298TN2009PLC072270 CIN - U74140MH2010PTC204285 Mr. Shrikant Sangani / Ms. Vaamaa Choksi Mr. Rajeev Kumar / Mr. Natarajan Ramamurthy shrikant.sangani@sgapl.net / vaamaa.choks
Archean Chemical Industries — Q3 FY26 Earnings Presentation on 6ix