ACI / Q2-FY26 / claim-ledger

Audit the questions that mattered.

Archean Chemical Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ2-FY26 · 2025-11-06Back to quarter ↗

Questions audited

12

Answered directly

50%

Numeric claims

6

Consistency

contradicted

Question ledger

What was answered, and how?

Sukrit Patel · Eyesight

partial

What is the one big change driving Archean's strength in global markets?

I think over the next couple of years we continue to focus on the core business... industrial salt, bromine and sulfate of potash business. We anticipate enough and more growth available in those three areas.

Sukrit Patel · Eyesight

partial

How does Archean protect margins without slowing growth?

we have to be able to navigate on a daily basis... what we can do is be very very conscious of cost... It's a combination of both good practices as well as continuously trying to see where we can reduce cost.

Vin · Hathway Investments

direct

What are the sales volumes for industrial salt, bromine, and SOP?

in quarter two the sales of industrial salt is 88,893 metric ton bromine is 3,160 metric ton SOP 26 metric ton

Vin · Hathway Investments

direct

When will SOP commercial production and sales start?

the trial production will start in Q4... we will start production of this post monsoon next year... So we'll see Q3 FY27 the sales of SOP getting into our books.

Vin · Hathway Investments

declined

What are the expected margins for SOP?

Well, I think one it's confidential but more importantly I think we'll probably provide a better update once the pilot plant's up and running in Q4

Arch Jooshi · Noama Wealth

partial

What are expectations for Orin hydrocarbon in H2 and FY27?

on orin it has been disappointingly slow... for the rest of the year I would not really consider any meaningful contribution... FY27 we expect some of those products to definitely start selling

Arch Jooshi · Noama Wealth

evasive

How will the 2067 crore capex be deployed over FY26-28?

it's a bit early to commit to that spreadsheet you want to build... the work has started and very soon we hope we'll be able to give a notification to stakeholders on the commencement of construction.

Kanan · SMFS

partial

Why are bromine volumes low and will FY26 target of 25% be met?

primarily on our side it's been a production challenge... prolonged monsoon... we are fixing certain problems at the equipment level but the demand stays robust.

Kanan · SMFS

direct

What are bromine derivatives volume and revenue for this quarter?

what we in H1 you know um we have done 3,135 metric and value of 42 43 cr

Kanan · SMFS

partial

How big can SOP business become in terms of topline?

this has got a potential to reach the kind of numbers which you mentioned but the clarity will emerge once our trials are completed

Sana · Chola Securities

evasive

What caused lower bromine efficiency beyond monsoon?

there were some technical challenges primarily contributed by the heavy rainfall unseasonal rainfall which led to dilution of the brine bromine concentration and consequently lower efficiency

Rohit Nagarat · 361 Capital

partial

What is Archean's equity contribution and timeline for the 2067 cr semiconductor project?

it will certainly be around 60 to 65% of the overall capital the 266 cr and the funding pattern will be pari passu... we are currently in the process of signing the fiscal support agreement