Archean Chemical Industries Limited — Q4 FY26
Archean Chemical's Q4 FY26 standalone revenue fell 9% YoY to ₹304.7 crore, with EBITDA down 34.3% to ₹66.4 crore and margin at 21.79%.
bearish
medium
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Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
86%Questions answered0Evaded / deflected11Questions audited
Answered
High priority
Impact of freight cost on Q4 earnings and bromine production outlook.
Asked by Sanjesh Jen, ICICI Securities
Management provided specific cost impact in rupees per ton and total crores.
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Question
first on this freight thing the entire uh long route and uh the higher fuel cost how much it did really hurt in terms of the cost during the Q3 uh sorry in terms of the Q4 earnings.
Management (unidentified speaker)
we ended the quarter with roughly around 200 to 220 rupees per ton in increase of cost of transportation. On a weighted average basis across the quarter around 14 to 15 crores uh was the impact because of the uh the higher logistics cost.
Answered
High priority
Bromine production peak and expansion capacity timeline.
Asked by Sanjesh Jen, ICICI Securities
Management confirmed daily production rate and historical peak, though slightly vague on exact numbers.
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Question
we have reached the historical peak of broine production I think historically quarterly we were at 5,500 metric ton uh this quarter we are at 3,700 when we say that we have reached the peak do we imply that we are touching that 5,500 kind of a production?
Management (unidentified speaker)
our historical peak if I and I'm I mean I'm talking from memory it was 5,000 30 odd tons in a quarter... roughly uh it would be at around 54 55 tons per day and we are roughly getting back to that range right now.
Partial answer
High priority
Bromine pricing action and contract renegotiations.
Asked by Sanjesh Jen, ICICI Securities
Management confirmed renegotiation but declined to quantify price increase.
no specific number given
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Question
on the pricing broine pricing because globally broine uh yes on the broine pricing yeah sorry I missed that question.
Management (unidentified speaker)
we have renegotiated a large part of our long-term contracts for this year... I will not put a specific number on it Sanjesh but that's kind of direction at least at least where we're going.
Answered
Medium priority
Challenges in accumulator business and flame retardant plans.
Asked by Sanjesh Jen, ICICI Securities
Management listed specific challenges and actions being taken.
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Question
We had not a great year last year. I thought the ramp up expectation was much better than what we have delivered. So what are the things which have not gone in our favor?
Management (unidentified speaker)
product development... a little bit longer cycle than we expected... commercial pricing... we've been forced to have slightly more aggressive pricing... challenges in the second and third quarter on globin production.
Answered
Medium priority
Timeline for SOP production milestones.
Asked by Sanjesh Jen, ICICI Securities
Management provided a clear timeline for SOP production.
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Question
on the sepect can you just help us the milestones from here to the production what is the time frame and the key milestone we need to track?
Management (unidentified speaker)
our target is to start the substructure work was uh from July and broadly it should take 24 to 30 months from that time.
Answered
Low priority
SOP volume and revenue for the quarter.
Asked by Sanjesh Jen, ICICI Securities
Management provided specific full-year numbers, though quarterly was deferred.
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Question
What was the SOP volume and revenue for this quarter?
Management (unidentified speaker)
Full was 3.5 crores and 650 tons. 644 tons and 3.49 for growers.
Answered
High priority
Discrepancy between spot bromine prices and Archean's realizations.
Asked by Adita Ketan, Smith's Institutional
Management explained the lag due to long-term contracts and confirmed renegotiations.
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Question
when we look at the spot prices of broine over the last three quarters versus Archium's realizations there has been a stark difference... is it because of the competitive pressures?
Management (unidentified speaker)
it's not a competitive intensity issue as much as the fact that... 70% of our business is long-term contracts... when the prices go up it takes us time to catch up.
Answered
High priority
Bromine volume growth guidance vs earlier targets.
Asked by Adita Ketan, Smith's Institutional
Management clarified that 15% growth from current levels leads to ~25k tons, aligning with earlier guidance.
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Question
10 to 15% growth would still be around some 15 16,000 tons only for FI27 also versus what management was guiding around 20 22 to around 25k tons for FI26.
Management (unidentified speaker)
our goal next year is to probably 15% above that right so this year is to be at that level and next year to be at around 15% above that which gets closer 25,000 tons number.
Partial answer
Medium priority
Increase in inventory and captive bromine consumption.
Asked by Adita Ketan, Smith's Institutional
Management explained inventory increase but deferred captive consumption data.
deferred to laterno number given
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Question
We are seeing some some 13 cr of increase in into the stocks which is reflected into the COG iss. Can you highlight like what this change is actually? And second is provide the internal sales volume of broine for fiscal year by 26 the captive consumption.
Management (unidentified speaker)
salt fully sold inventory increase during the quarter and that is a substantial part of what you see there as a increase in inventory. As far as the second one I think I will have to get back to you.
Answered
Medium priority
Bromine demand rationing and pricing for short-term contracts.
Asked by Anish Tari, Vicaria
Management clearly distinguished short-term vs long-term pricing.
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Question
you mentioning in context of broine demand that it increase and then because and this industry is not able to pass through the pricing the demand sort of getting rationed out... can you give us a color around your 30% which is dealby deal business?
Management (unidentified speaker)
short-term pricing is closer to spot. long-term pricing is driven by multi-year relationships... spot is generally closer to market.
Answered
Medium priority
Supply normalization from stressed regions and impact on prices.
Asked by Anish Tari, Vicaria
Management confirmed supply gap persists.
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Question
Has that supply now normalized or that supply is still under uh under uh not?
Management (unidentified speaker)
I think there is still a gap uh right on those trade routes compared to some of the volumes pre-conlict.
Partial answer
High priority
Bromine pricing range for next year and OHC revenue timeline.
Asked by Rohit Nagraj, 361 Capital
Management declined pricing range but provided operational timeline for OHC.
no range givendeferred timeline
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Question
what is the kind of pricing range that we are looking at... second thing on Orurin hydrocarbon we when we acquired we had an estimate of 150 crores of revenues. When are we likely to reach that mark?
Management (unidentified speaker)
I would avoid giving a range as well... as far as ore hydrocarbons is concerned... we expect that all at least two out of the three plants will be in operations at reasonable volume in the second half of the year.