Archean Chemical Industries (ACI) Q1 26/27 earnings summary

Executive summary

• Consolidated revenue from operations for Q1 FY27 was ₹32,719.81 lakhs, up from ₹29,235.91 lakhs in Q1 FY26 and ₹30,094.34 lakhs in Q4 FY26.

• Consolidated profit after tax for Q1 FY27 was ₹3,035.44 lakhs, down from ₹4,014.30 lakhs in Q1 FY26 but up from ₹1,222.80 lakhs in Q4 FY26.

• Standalone profit after tax for Q1 FY27 was ₹4,052.77 lakhs, compared to ₹5,184.85 lakhs in Q1 FY26 and ₹2,976.16 lakhs in Q4 FY26.

Financial highlights

• Consolidated total income for Q1 FY27 was ₹33,280.52 lakhs, up 14% year-over-year and 9% sequentially.

• Standalone total income for Q1 FY27 was ₹31,593.33 lakhs, up from ₹27,862.99 lakhs in Q1 FY26 and ₹29,228.28 lakhs in Q4 FY26.

• Consolidated EPS for Q1 FY27 was ₹2.48 (basic and diluted), compared to ₹3.25 in Q1 FY26 and ₹1.13 in Q4 FY26.

• Standalone EPS for Q1 FY27 was ₹3.28, compared to ₹4.20 in Q1 FY26 and ₹2.41 in Q4 FY26.

Outlook and guidance

• Management remains confident about the renewal of the land lease for the production facility in Gujarat, which is critical for ongoing operations.

• Fiscal support agreement signed by subsidiary SiCSem Private Limited with the India Semiconductor Mission and Government of Odisha, eligible for up to 75% of eligible capital expenditure.