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Execution delays in battery and semiconductor verticals
View Risks →Acutaas Chemicals Limited — Q3 FY26
Acutaas Chemicals delivered a stellar Q3 FY26 with revenue of ₹393.2 cr (+43% YoY), EBITDA of ₹150.7 cr (margin 38.3%, +1335 bps YoY), and PAT of ₹106.2 cr (+133.7% YoY).
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Acutaas Chemicals delivered a stellar Q3 FY26 with revenue of ₹393.2 cr (+43% YoY), EBITDA of ₹150.7 cr (margin 38.3%, +1335 bps YoY), and PAT of ₹106.2 cr (+133.7% YoY). The pharma intermediates segment grew 46.8% YoY to ₹351.1 cr, driven by CDMO ramp-up and a strategic shift toward higher-margin products. Specialty chemicals grew 17.2% to ₹42.1 cr. Management raised FY26 revenue guidance to ~30% growth and EBITDA margin guidance to 32-35%. The battery chemicals plant was inaugurated in January 2026, with commercial production expected by Q4 FY26 and meaningful revenue from Q1 FY27. The CDMO pipeline remains strong with four validated products, supporting the ₹1,000 cr CDMO revenue target by FY28. Key risk: execution delays in new verticals (battery/semiconductor) could temper near-term growth.
अकुटास केमिकल्स ने तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कमाई 393.2 करोड़ रुपये रही, जो पिछले साल से 43% ज्यादा है। मुनाफा 106.2 करोड़ रुपये रहा, जो 133.7% बढ़ा। दवा बनाने के कच्चे माल का कारोबार 46.8% बढ़कर 351.1 करोड़ रुपये हो गया। कंपनी ने अपने सालाना कमाई बढ़ोतरी का अनुमान 30% और मुनाफा मार्जिन 32-35% तक रखा है। बैटरी केमिकल्स का कारखाना जनवरी 2026 में शुरू हुआ, जिससे अगले साल अच्छी कमाई होने की उम्मीद है। कंपनी का लक्ष्य 2028 तक दवा कारोबार से 1,000 करोड़ रुपये कमाना है। मुख्य जोखिम: नए कारोबारों में देरी से फायदा कम हो सकता है।
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Read Transcript →Quarter Snapshot
Pharma Intermediates Revenue
₹351.1 cr
+46.8% YoY
Driven by CDMO business and steady core intermediates; strategic portfolio pruning improved quality of growth.
Specialty Chemicals Revenue
₹42.1 cr
+17.2% YoY
Commodity chemicals subsegment grew on high volume and stable pricing; BFC business recovering.
Gross Margin
57%
+173 bps YoY
Expansion driven by improved product mix and operating leverage.
CDMO Revenue Target
₹1,000 cr
by FY28
Four products validated in FY26; pipeline growing; management confident of achieving target.
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Guidance and risk preview
Management revised revenue growth guidance from 25% to around 30% for FY26, based on strong order book.
Pilot plant capex delayed due to equipment arrival; second phase of battery chemicals capex spills into FY27.
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