ACI

Current Scenario - Global chlor-alkali industry saw uncertainty and volatility; industrial salt shipments impacted by deferrals from customers due to weak PVC and caustic soda demand. - Inflationary pressures on inputs like HSD, coal, propanol, sulfur, and lime impacted manufacturing costs. - Domestic bromine demand impacted by slowdown in agro and muted pharma trends, though export order boards remain strong. Changes in trends - Hajipir road construction is completed, and operations on new roads started in early October, which is expected to normalize logistics distances and reduce transport costs. - Acume derivatives business delivered strong volume growth (finished derivatives up 56% YoY), though profitability was impacted by unfavorable mix, one-time period costs, and inventory revaluation. Management Guidance & Outlook - Bromine full-year volume guidance is maintained, expected at the lower end of the initial range. - Industrial salt volume target is set at 4.2 to 4.3 million metric tons with a push towards 4.5 million metric tons. - Sulphate of Potash (SOP) volume guidance for the year has been revised downwards to 3,500 - 4,000 tons due to trial delays and feedstock constraints. Capex - Civil work for the SiCSem semiconductor project in Odisha has commenced; INR462.8 crores already invested out of projected capital. - Core chemical capex will remain within the depreciation curve, funded via operational accruals.

Concall Schedule Concall Date: 16th Nov 2026 Concall Time: 10:00 am onwards

Archean Chemical Industries Limited has informed the exchanges about the availability of the audio recording for its earnings conference call held on November 3, 2026, for the quarter and half year ended September 30, 2026.

Q2 FY27 Consolidated Revenue from Operations ₹301.6Cr vs ₹239.6Cr (▲25.9% YoY) EBITDA ₹74.5Cr vs ₹69.0Cr (▲7.9% YoY) PAT ₹31.3Cr vs ₹29.0Cr (▲7.9% YoY) EBITDA Margin 24.7% vs 28.8% (▼410bps)

- Archean Chemical Industries Limited has approved the allotment of 6,143 equity shares of face value ₹2/- each on October 29, 2026, pursuant to the exercise of stock options under ESOP-2022. - Total paid-up equity share capital has increased from 12,34,58,394 to 12,34,64,537 equity shares.

Q2 FY27 Consolidated Revenue ₹297.36 Cr vs ₹233.18 Cr (▲28% YoY) EBITDA ₹70.20 Cr vs ₹62.60 Cr (▲12% YoY) PAT ₹31.33 Cr vs ₹29.04 Cr (▲8% YoY) EBITDA Margin 23.6% vs 26.9% (▼324bps)

Concall Schedule Concall Date: Tuesday, 03rd November 2026 Concall Time: 02:30 PM IST

- CRISIL has downgraded the long-term bank facilities rating of Archean Chemical Industries Limited. - Rating revised from CRISIL A/Negative to CRISIL A-/Stable. - Total facility amount enhanced from ₹265 Crore to ₹1,531 Crore.

- Trading window for dealing in company's equity shares will close from October 01, 2026. - Closure applies to designated persons and immediate relatives for Q2 FY27 financial results. - Window will reopen 48 hours after financial results declaration. - Board meeting date to be informed in due course.

- Q1 FY27 showed strong sequential improvement with consolidated EBITDA up 48.5% and PAT more than doubling from the preceding quarter. - Bromine volumes were the highest in the last five quarters, with realizations up 50% year-on-year. - The derivatives business (Acume) turned EBITDA positive for the first time. - Management is confident of achieving 20,000-25,000 metric tons of bromine volume for FY27, with realizations expected to remain firm near INR300 per kg. - Industrial salt volumes are expected to normalize and show double-digit growth from Q3 FY27 as road infrastructure work completes. - Sulphate of Potash (SOP) Phase 2 trials are expected by Q3 FY27, targeting 9,000-10,000 tons for the full year. - The Semiconductor product project (SiCSem) is on schedule, aiming for commercial operations in 24-27 months, with 60-65% of USD249 million capex in current FY.

- The audio recording of the Earnings Conference Call for the quarter ended June 30, 2026, held on Monday, August 03, 2026, is now available. - It can be accessed on the company's website at the provided link.

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