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

Executive summary

• Introduced new CFO, Mr. Natarajan Ramamurthy, and thanked outgoing CFO for contributions.

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

• Order book remains healthy with locked-in volumes for bromine and salt for the next 6–12 months.

• Received Responsible Care Certification for the Hajipir plant, valid for three years.

• Completed acquisition of Oren Hydrocarbons (now Idealis Mudchemie Private Limited), with two units set to become operational after refurbishment.

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 sequentially.

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

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

• Q3 FY25 consolidated profit after tax: Rs. 4,782.28 lakhs; basic EPS for Q3 FY25 was Rs. 4.56.

Outlook and guidance

• Expect partial recovery in demand and pricing post-Chinese New Year, with uptick already visible.

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

• Bromine business showing signs of recovery; production target for FY26: 20,000–25,000 tons (including captive use).

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

• Management remains confident in securing land lease renewal, ensuring continued operations at the Gujarat facility.