Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q2 & H1 FY26 Earnings Presentation
24 slides from Archean Chemical Industries's earnings presentation, Nov 17, 2025
Slide 1: Archean Chemical Industries Limited
Archean Chemical Industries Limited Life’s god with our chemistry November 17, 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
Slide 2: Q2 & H1 FY26 - Investor Presentation
Archean Chemical Industries Limited Q2 & H1 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: Q2 & H1 FY26 Performance Highlights
Q2 & H1 FY26 Performance Highlights
Slide 6: Key Performance Highlights
Key Performance Highlights H1 FY26 Performance Highlights • Total revenue increased by 10% to Rs 5,232.3 millions for the half year ended on a YoY basis • Export contributed nearly 79% of the total operating revenue • Product performance of Bromine and Industrial Salts remained normal, impacted by t
Slide 7: 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 - Clas-Sic Wafer Fab Limited, Integrated
Slide 8: 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 9: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in mn) Q2FY26 Q2FY25 Q1FY26 H1 FY26 H1 FY25 Total Income 2,317.8 2,520.5 2,914.5 5,232.3 4,754.5 Cost of material consumed 103.8 114.6 144.5 248.2 238.8 Purchase of Stock – in – Trade 0.0 0.0 165.2 165.2 0.0 Change in Inventory -193.6 2.4 -181.8 -3
Slide 10: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in mn) Q2FY26 Q2FY25 Q1FY26 H1 FY26 H1 FY25 Total Income 2,395.6 2,513.8 3,005.9 5,401.5 4,737.7 Cost of material consumed 126.7 147.6 340.6 467.3 283.9 Purchase of Stock – in – Trade 0.0 0.0 165.2 165.2 0.0 Change in Inventory -125.4 -10.7 -247.
Slide 11: Consolidated Balance Sheet
Consolidated Balance Sheet Equity & Liabilities (in Rs. mn) Sep'25 Mar'25 Assets (in Rs. mn) Sep'25 Mar'25 Total Equity 19,035.7 18,640.2 Non - Current Assets 18,444.0 17,020.4 Equity Share Capital 246.9 246.9 Property Plant & Equipment 13,096.3 12,854.6 CWIP 636.4 648.3 Other Equity 18,789.8 18,393
Slide 12: Consolidated Cash flow statement
Consolidated Cash flow statement Particulars (in Rs. mn) Sep'25 Sep'24 Net Profit Before Tax 979.1 833.4 Adjustments for: Non -Cash Items / Other Investment or Financial Items 526.5 237.4 Operating profit before working capital changes 1505.50 1070.80 Changes in working capital -353.50 -16.5 Cash ge
Slide 13: Strategic Updates
Strategic Updates
Slide 14: 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 15: 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 16: 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 15
Slide 17: Key Attributes behind Strong Foundation
Key Attributes behind Strong Foundation
Slide 18: 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 17 17
Slide 19: 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 20: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele H1FY26 Revenue Contribution Domestic 41 Largest Customer 40% H1FY26 Global 33 Top 10 78% High Focus on Exports Top 20 91% TOTAL 74 Clients 21% Major Clients Domestic
Slide 21: 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 22: 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 23: Way Forward
Way Forward Augment Capacity The company’s organic and inorganic expansions will drive future growth Semiconductor Initiative To set up Silicon Carbide Wafer Manufacturing Facility Enhancing Global Footprint Way Forward Focus on expanding the customers base and expand global footprint Energy Storage
Slide 24: 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
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