Archean Chemical Industries (ACI) Q2 25/26 earnings summary

Executive summary

• H1 FY26 standalone revenue grew 10% year-over-year to INR 5,232.3 million, with exports contributing 79% of operating revenue.

• Consolidated H1 FY26 revenue was INR 5,401.5 million, up from INR 4,737.7 million year-over-year.

• Net profit after tax for H1 FY26 was INR 903.1 million standalone and INR 691.8 million consolidated, both up year-over-year.

• Achieved India Semiconductor Mission approval for SiCSem project, with groundbreaking in November 2025.

• Strategic investments in Clas-SiC Wafer Fab Limited (UK) and Offgrid Energy Labs (USA) support diversification into semiconductors and energy storage.

Financial highlights

• Q2 FY26 standalone revenue was INR 2,317.8 million, down 8% year-over-year.

• Q2 FY26 EBITDA was INR 759.9 million, with a margin of 33%.

• H1 FY26 standalone net profit after exceptional items was INR 903.1 million, up 28% year-over-year.

• Consolidated H1 FY26 profit after tax was INR 691.8 million, up from INR 605.8 million in H1 FY25.

• Net cash from operating activities for H1 FY26 was INR 910.4 million.

Outlook and guidance

• Confident of meeting industrial salt export guidance of 4.5 million tons in FY26.

• SOP commercial production expected post-monsoon FY27, with 130,000 tons annual capacity.

• Oren Hydrocarbons (Idealis MudChemie) to contribute meaningfully from FY27.

• Plans for capacity expansion and global footprint growth, with focus on semiconductors and energy storage.

• Management confident in renewing key land lease in Gujarat, ensuring continued operations.