ACUTAAS / Q3-FY26 / claim-ledger

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Acutaas Chemicals · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-20Back to quarter ↗

Questions audited

Answered directly

54%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Ricken Sha · Boring AMC

partial

Direction of semiconductor chemicals verticals, new product launches, and Korea facility guidance.

our endeavor is to promote our products acts of Harious business... the fine cam business has started turning around in terms of revenue... the capex has started almost four months back... we have already invested 130 cr towards the capex and hopefully by end of this calendar year we should be able to complete the capex and start the business.

Ricken Sha · Boring AMC

evasive

Reason for increased flow technology conversion and product mix change.

When we talk about the changing to the flow, chemists and all those things that is not related to the CDMO business... For a at X CMO of business, this is a very standard process for us to look at every product on a monthly and a quarterly basis if there is any threat related to margin...

Ricken Sha · Boring AMC

partial

Utilization at Ankleshwar plant and plans for incremental pharma intermediate capex.

At Ankleshwar plant the utilization has been 40% for the quarter... In terms of capex for this site it is still premature to announce anything but as we mentioned this largely covers our growth requirement till FY28.

Ricken Sha · Boring AMC

partial

Movement of new CDMO projects and validation status.

we have validated in total in four number of CD projects have already been validated for which we are expecting meaningful revenue from next financial year onwards.

Ricken Sha · Boring AMC

declined

Sustainability of gross margins and outlook for FY27.

actually we are not guiding for any of a margin but we can discuss at 11 time for FY27.

Sudashan Padmanavan · ASK

partial

Contribution of non-oncology products to CDMO revenue target of Rs 1000 crore by FY28.

we have already validated four more products... this gives us the confidence that we'll be able to cross thousand cr for the CDMO business by FY28. Apart from that early already going oncology product we have a good pipeline of CDMO products.

Sudashan Padmanavan · ASK

direct

Strategy for expanding electrolyte product basket beyond VC and FEC.

we have already commercialized two more products in this space. Capex phase 2 is already under implementation and expected to get completed by Q3 FY Q1 FY 27 and there are additional further more products which are already under development.

Krishnan Pwani · JM Financial

evasive

New CDMO contracts for the four validated products.

those are already with the originators and the relevant contact will be signed as relevant time.

Krishnan Pwani · JM Financial

direct

Clarification on capex and investment cash outflow for FY26.

We have invested 140 cr by this year with the completion of capex electrolyte it should be 220 and indic 130 cr for the full year. So that 350 to 370 cr is a cash outflow in f26. Correct? Yes.

Krishnan Pwani · JM Financial

direct

Reason for reduction in other expenses this quarter.

it was largely on account of savings on energy cost. Then there are few consumable and requests item and we have improved many of our internal processes.

Abijit Akila · Kotk Securities

partial

New capacity addition and capex for two new battery chemical products.

we have not given any capacity number for this capex the capex plan is 40 cr.

Rohit Bagaraj · 361 Capital

direct

Number of commercial CDMO products and mix between pharma and agro.

we have already five commercialized product as we mentioned... all CDMO is only from pharma. No agro business is there in CDMO.