Archean Chemical Industries (ACI) Q3 24/25 earnings summary

Executive summary

• Introduced new CFO, Mr. Natarajan Ramamurthy, with extensive industry experience.

• Achieved Rs. 6,920 Mn revenue for 9M FY25, maintaining leadership in Indian Bromine and industrial salt exports.

• Company awarded Responsible Care Certification by Indian Chemical Council, valid for three years and for the Hajipir plant.

• Acquired Oren Hydrocarbons (now Idealis Mudchemie Private Limited) in July 2024, with two units set to become operational after refurbishment.

• Despite global chemical market challenges, remains confident in long-term growth and market share expansion.

Financial highlights

• Q3 FY25 revenue: INR 2,547 million, up from INR 2,520 million in Q2 FY25.

• Q3 FY25 EBITDA: INR 963 million, margin 38%, improved from previous quarter.

• Nine-month FY25 revenue: INR 7,301 million, down from INR 10,791 million YoY.

• Q3 FY25 profit after tax was Rs. 562.9 Mn, compared to Rs. 1,021.9 Mn in Q3 FY24.

• Basic EPS for Q3 FY25 was Rs. 4.56, down from Rs. 8.30 in Q3 FY24.

Outlook and guidance

• Expects partial recovery in demand and pricing post-Chinese New Year.

• Bromine business showing signs of recovery; production target of 20–25,000 tons in FY26.

• Industrial salt run rate expected at 1–1.2 million tons in coming quarters.

• Focus on expanding global footprint and customer base.

• Strategic investments in semiconductor and energy storage sectors are expected to drive future growth and diversification.