Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q1 FY2027 Earnings Presentation
35 slides from Archean Chemical Industries's earnings presentation, Aug 1, 2026
Slide 1: Archean Chemical Industries Limited
Archean Chemical Industries Limited Life’s good with our chemistry August 01, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza Listing Operations Bandra-Kurla Complex, Bandra (E) P J Towers Dalal Street Mumbai-400051 Mumbai-400001 Symbol-ACI Scrip Code- 543657 Dear Sir/Madam,
Slide 2: Q1FY27 - Investor Presentation
Archean Chemical Industries Limited Q1FY27 - Investor Presentation
Slide 3: Safe Harbour
Safe Harbour 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
Slide 4: Table of Content
Table of Content 1 Q1FY27 Performance Highlights 2 Company Overview 3 Leadership Presence in Marine Chemicals 4 Extending Product Portfolio 5 Unlocking New Frontiers 3
Slide 5: Q1FY27 Performance Highlights
1 Q1FY27 Performance Highlights
Slide 6: Q1FY27 Performance Highlights
Q1FY27 Performance Highlights • Q1FY27 total revenue grew by 11% YoY to Rs. 3,328 million led by improving product mix. • Exports contributed nearly two third of total operating revenue in Q1FY27 and were impacted by west Asia conflict, resulting in higher transit time and elevated freight costs. •
Slide 7: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. In Millions) Q1FY27 Q1FY26 Q4FY26 FY26 FY25 Total Income 3,321 2,915 3,047 10,888 10,634 Cost of materials consumed 307 144 171 526 389 Purchase of Stock in Trade - 165 - 165 - Change in Inventory -50 -182 153 -373 -673 Employee Cost 162 165 164 62
Slide 8: Revenue & Volume Trends
Revenue & Volume Trends Industrial Salt Bromine Bromine Derivatives Revenue (in millions) 294 1,956 1,940 1,333 1,713 235 231 938 844 Q4FY26 Q1FY26 Q1FY27 Q4FY26 Q1FY26 Q1FY27 Q4FY26 Q1FY26 Q1FY27 Volumes (in tons) 11,78,244 4,175 1,714 11,16,197 3,968 3,731 1,470 9,82,080 1,396 Q4FY26 Q1FY26 Q1FY27
Slide 9: Consolidated Performance Breakup
Consolidated Performance Breakup Particulars (Rs. In Millions) Q1FY27 Q1FY26 YoY Growth FY26 Total Income* 3,622 3,147 11,740 ACIL 3,321 2,915 14% 10,888 ACUME 298 232 28% 831 IDEALIS 4 - - 17 NEUN - - - 5 EBITDA ACIL 839 958 -12% 3,080 ACUME 19 -27 - -98 IDEALIS -13 -6 - -48 NEUN -6 - - -33 Profit
Slide 10: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. In Millions) Q1FY27 Q1FY26 Q4FY26 FY26 FY25 Total Income 3,328 3,006 3,063 11,080 10,783 Cost of materials consumed 385 341 255 877 629 Purchase of Stock in Trade - 165 - 165 - Change in Inventory -79 -248 137 -399 -707 Employee Cost 193 187 213
Slide 11: Offgrid Energy Labs - Inauguration of Pilot Manufacturing Facility in UK
Offgrid Energy Labs - Inauguration of Pilot Manufacturing Facility in UK Offgrid has inaugurated its first Zinc Bromide based battery (ZincGel®) pilot manufacturing facility transitioning technology from laboratory innovation to commercial pilot-scale production Target Applications Grid Stability &
Slide 12: Challenging Environment
Challenging Environment Logistics Network & Change in Route Increase in Logistic Cost Current Route (A-B-C-D) • Government of Gujarat circular relating to major repairs of roads Earlier Route (A-D) which the company trucks currently ply led to increase in distance by 50-100% and frequent route chang
Slide 13: Company Overview
2 Company Overview
Slide 14: Archean at a glance
Company Overview Leading Manufacturer State of the Art 9 Largest Exporter of Specialty Marine Manufacturing Plants of Bromine & Industrial Chemicals Salt Product Portfolio Upcoming Products Robust Financials – FY26 Archean Marine Chemicals Bromine Derivatives Revenue ~1,108 crores India’s 1st Compou
Slide 15: Company History
Company History 2011 2012-15 2016-21 2022-24 2025-26 Strategic Investment Commenced Expansion Phase Strategic Expansion Unlocking New Operations Frontiers • Strategic investment by • 2018: Strategic • 2022: Listed on BSE and Sojitz Corporation, a • 2013: Commenced investment by India NSE • 2025: Gro
Slide 16: Archean – Group Structure
Archean – Group Structure Archean Chemical Industries Limited SUBSIDIARIES 100% Acume 100% Idealis 100% Neun Infra Chemicals Chemicals 100% Idealis 70% Mudchemie SiCSem STEP - DOWN (Formerly ‘Oren Hydrocarbon’) SUBSIDIARIES Strategic Investment in Silicon Carbide Foundry: Clas-SiC Wafer Fab Limited,
Slide 17: Diversification Strategy with Natural Synergy
Diversification Strategy with Natural Synergy SPECIALITY SILICON CARBIDE ENERGY INDUSTRIAL BROMINE BROMINE MUD (SiC) POWER STORAGE SALT & SOP DERIVATIVES CHEMICALS DEVICES SOLUTIONS 2013 - 15 2025/26 2025/26 Next Phase of Growth 16
Slide 18: Strong Manufacturing Capabilities
Strong Manufacturing Capabilities Gujarat Orissa • Integrated Production Facility at • Upcoming Compound Hajipir, Rann of Kutch Semiconductor Fab at • Bromine Derivatives Plant at Bhubaneshwar, Odisha Jhagadia, Bharuch • Idealis Mudchemie (formerly Oren Hydrocarbon) plant Andhra Pradesh United Kingd
Slide 19: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele FY26 – Revenue Contribution FY26 – High Focus on Exports Domestic 41 Largest Customer 36% 22% Domestic Global Top 10 77% 36 Export 78% Top 20 87% Total 77 Clients Maj
Slide 20: Proven Credentials
Proven Credentials With Industry Standards and Regulatory Credentials Key Certificates R&D Depth • Accredited four-star export house by Director General of • State of art R&D facility at plant location Foreign Trade, Ministry of Commerce and Industry, • Continuous effort undertaken to evaluate the b
Slide 21: CSR & Community Impact
CSR & Community Impact Strengthening Rural Infrastructure & Community Development Rs. 796.31 Lakhs • Undertook water facility enhancement and road repair and maintenance initiatives, positively Total CSR Spend for FY 2025–26 impacting surrounding communities and improving access to essential infrast
Slide 22: Responsible Corporate
Responsible Corporate Environment & Safety Measure Social Governance Environment and safety considerations are Focused on education and skill Undertakes all necessary steps to comply an important part of our operations. We development and healthcare for our staff with all the requirements of Listing
Slide 23: Leadership Presence in Marine Chemicals
3 Leadership Presence in Marine Chemicals
Slide 24: 1. Bromine
1. Bromine Br2 Bromine, a member of the halogen family, is found naturally in seawater, underground brine deposits and other water reservoirs Manufacturing Capacity Merchant Sales 28,500 MTPA Position End User Industries Captive 14,000 MTPA • Leadership position in Elemental • Pharmaceuticals Bromin
Slide 25: 2. Industrial Salts
2. Industrial Salts Industrial Salt, made up of sodium and chlorine, is a crystalline powder NaCl in its natural state. Manufacturing Capacity 7,500,000 MTPA Position End User Industries • 100% Export Business • Chloralkali Chemicals 100% export oriented • Produced using the solar evaporation • Text
Slide 26: 3. Sulphate of Potash
3. Sulphate of Potash High value, chloride-free potash fertilizer with a vital role in enhancing Manufacturing Capacity K2SO4 crop quality and yield 1,32,000 MTPA Position End User Industries • KTMS (kainite type mixed salt) had • Agrochemicals, particularly for high- Only manufacturer of natural se
Slide 27: Extending Product Portfolio
4 Extending Product Portfolio
Slide 28: 4. Bromine Derivatives
4. Bromine Derivatives Manufacturing About the segment End User Industries Segment Highlights Capacity Segment operated under Pure Terephthalic Acid wholly owned subsidiary (PTA) • Plant operational at Acume Chemicals Private Polyester resins, such as an average utilisation Limited Brominated cata
Slide 29: 5. Speciality Mud Chemicals
5. Speciality Mud Chemicals Manufacturing Acquisition of Oren Hydrocarbon Capacity During FY25, company acquired by Idealis Chemicals Private Limited through 5 Plants an e-auction conducted under the NCLT liquidation process, at a consideration of Gujarat Rs. 7,690.74 lakhs Andhra Pradesh Effect
Slide 30: Unlocking New Frontiers
05 Unlocking New Frontiers
Slide 31: India’s First SiC Semiconductor Fab and Packaging Unit
India’s First SiC Semiconductor Fab and Packaging Unit Archean’s Silicon Carbide (SiC) based Semiconductor Manufacturing Facility approved by the Cabinet under the Indian Semiconductor Mission (ISM) Entity: Competitive Edge: SicSem Private Limited First commercial compound fab (Step-down subsidiary
Slide 32: Turning Semiconductor Vision into Reality
Turning Semiconductor Vision into Reality SICSEM executed the Fiscal Support Agreement ("FSA") with the Strategic Significance India Semiconductor Mission ("ISM") on May 11, 2026, pursuant to the Semicon India Programme of the Government of India • India’s first and only ISM-approved commercial comp
Slide 33: Strategic Investment in Clas-SiC Wafer
Strategic Investment in Clas-SiC Wafer Investments: Our Stake: Market Potential: 1. Clas-SiC Wafer Fab Primary subscription involves investment of GBP 10 mn, and a 21.84% The SiC market is forecast to grow at a 26% CAGR through Limited secondary purchase involves 2030 reaching to USD 14+ Bn GBP 5 mn
Slide 34: Strategic Acquisition of Offgrid Energy Labs
Strategic Acquisition of Offgrid Energy Labs Cost of Acquisition: Our stake: Market Potential: 2. Offgrid Energy $12 million To Acquire 21% on a fully The global demand for Labs diluted basis stationary energy storage is expected to exceed $30 billion by 2030 Company Name Industry Focus Location Off
Slide 35: Company and Investor Relations Advisor contacts
Company: Investor Relations Advisor: Archean Chemical Industries Ltd. Strategic Growth Advisors Pvt. Ltd. CIN - L24298TN2009PLC072270 CIN - U74140MH2010PTC204285 Mr. Rajeev Kumar / Mr. Natarajan Ramamurthy Mr. Shrikant Sangani / Ms. Vaamaa Choksi rajeevkumar@archeangroup.com / shrikant.sangani@sgapl
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