Archean Chemical Industries Ltd. · NSE:ACI
Archean Chemical Industries — Q3 FY25 Earnings Presentation
22 slides from Archean Chemical Industries's earnings presentation, Feb 11, 2025
Slide 1: Archean Chemical Industries Limited
Archean Chemical Industries Limited Life’s god with our chemistry 11th February 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- 54365
Slide 2: Q3 & 9M FY25 - Investor Presentation
Archean Chemical Industries Limited Q3 & 9M FY25 - 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. 6,920 Mn* 9M FY25 Revenue Bromine » A leading Manufacturer of Specialty Marine Chemicals in India • Leadership position in Indian Bromine merchant sales » Strong Clientele - 41 Global & 33 Domestic Industrial Salt • 100% Export business » Largest exporter of Bromine and Industr
Slide 5: Q3 & 9M FY25 Performance Highlights
Q3 & 9M FY25 Performance Highlights
Slide 6: Key Highlights
Key Highlights Q3 FY25 Performance Highlights • Improvement in Operating Income during Q3 compared to previous Quarter of FY 25 • While the volumes of Industrial Salt & Bromine were steady, there was a slight gain in the price realization for both. • Marginal improvement in EBIDTA • Export contribut
Slide 7: Key Highlights
Key Highlights Strategic Investments: • Clas-Sic Wafer Fab Limited - Our investment in this Compound Semiconductor Fab involved a Primary subscription of GBP 10 million investment which is completed. Out of Secondary purchase of total GBP 5 million – GBP 2.5 million is completed. Offgrid Energy Labs
Slide 8: Profit & Loss Statement
Profit & Loss Statement Particulars (Rs. in mn) Q3 FY25 Q3 FY24 Q2 FY25 9M FY25 9M FY24 Total Income 2,546.6 4,227.2 2,520.5 7,301.1 10,790.6 Cost of material consumed 72.8 99.4 114.6 311.6 354.0 Change in Inventory (226.4) 370.2 2.4 (541.0) 601.8 Purchase of Stock –in – Trade 0 0 0 0 0 Employee Cos
Slide 9: Strategic Update
Strategic Update 8
Slide 10: Groundbreaking Ceremony in Semiconductor Manufacturing
Groundbreaking Ceremony in Semiconductor Manufacturing SiCSem Pvt. Ltd. – Advancing Odisha’s Semiconductor Future ▪ Our stepdown subsidiary SiCSem Pvt. Ltd.’s proposed Compound Semiconductor Facility is projected to be upto Rs.3,000 Cr investment which will boost Odisha's industrial progress ▪ The f
Slide 11: Strategic Acquisitions (1/2)
Strategic Acquisitions (1/2) Cost of Acquisition: The primary subscription involves investment of GBP 10 mn, and a secondary purchase involves GBP 5 mn 1. Clas-Sic Wafer Fab Limited Our stake - 21.33% on a fully diluted Market Potential: The SiC market is forecast to grow at a 26% CAGR through 2030
Slide 12: Strategic Acquisitions (2/2)
Strategic Acquisitions (2/2) Market Potential: The global demand for stationary energy storage is expected to exceed Cost of Acquisition: $12 million $30 billion by 2030 2. Offgrid Energy Labs To Acquire 21% on a fully diluted basis • Company Name: Offgrid Energy Labs • Industry Focus: Energy Storag
Slide 13: Diversification Strategy with Natural Synergy
Diversification Strategy with Natural Synergy INDUSTRIAL SALT BROMINE SPECIALITY MUD SILICON CARBIDE (SiC) ENERGY STORAGE BROMINE & SOP DERIVATIVES CHEMICALS POWER DEVICES SOLUTIONS 2013 - 15 2024/25 2024/25 Next Phase of Growth 12
Slide 14: Key Attributes behind Strong Foundation
Key Attributes behind Strong Foundation 13
Slide 15: Key Attributes Behind Strong Foundation
Key Attributes Behind Strong Foundation Strong Product Portfolio 1 3 High Industry Growth Deep Engagement with Clients 2 4 Proven Credential 5 Responsible Corporate 14
Slide 16: Strong Product Portfolio
Strong Product Portfolio Product Bromine Industrial Salt SOP • Bromine is the only non-metallic element • There are 14,000 commercial uses of Salt, • Sulphate of Potash, also known as that is a liquid at standard conditions a source of Sodium and Chlorine which are potassium sulphate, is a high-end,
Slide 17: Deep Engagement with Clients
Deep Engagement with Clients Enduring customer relationships helped to expand product offerings and geographic reach Strong Clientele 9M FY25 Revenue Contribution Domestic 33 Largest Customer 27% 9M FY25 Global 41 Top 10 69% High Focus on Exports Top 20 86% TOTAL 74 Clients 25% Major Clients Domesti
Slide 18: High Industry Growth
High Industry Growth Product Bromine Industrial Salt Sulphate of Potash (US$ billion) (mn in MT) (mn in MT) 3.92 185.00 8.70 173.00 157.00 2.86 2.96 6.50 5.55 Global Market Size 2017 2020 2025E 2017 2020 2025E 2017 2020 2025E • Increasing demand for flame retardants • Increasing industrialization le
Slide 19: Proven Credentials
Proven Credentials With Industry Standards and Regulatory Credentials • Accredited four star export house by Director General of Foreign Trade, Ministry of Key Commerce and Industry, Government of India Certificates • Awarded Responsible CARE – Indian Chemical Council • REACH certification enabling
Slide 20: 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 21: Way Forward
Way Forward Augment Capacity The company has expanded capacity through debottlenecking of Bromine & Industrial Salt and will play vital role in growth trajectory Semiconductor Initiative Silicon Carbide Wafer Manufacturing Facility Enhancing Global Footprint Way Forward Focus on expanding the custom
Slide 22: Thank You !
Thank You ! Company: Investor Relations Advisor: Archean Chemical Industries Ltd. CIN - L24298TN2009PLC072270 Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Mr. Rajeev Kumar / Mr. Natarajan Ramamurthy Mr. Shrikant Sangani / Ms. Manasi Bodas rajeevkumar@archeangroup.com / shrikant.sa
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