ARCHEANCHEMICAL / Q4-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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NegativeQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

11

Answered directly

86%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Sanjesh Jen · ICICI Securities

direct

Impact of freight cost on Q4 earnings and bromine production outlook.

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.

Sanjesh Jen · ICICI Securities

direct

Bromine production peak and expansion capacity timeline.

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.

Sanjesh Jen · ICICI Securities

partial

Bromine pricing action and contract renegotiations.

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.

Sanjesh Jen · ICICI Securities

direct

Challenges in accumulator business and flame retardant plans.

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.

Sanjesh Jen · ICICI Securities

direct

Timeline for SOP production milestones.

our target is to start the substructure work was uh from July and broadly it should take 24 to 30 months from that time.

Sanjesh Jen · ICICI Securities

direct

SOP volume and revenue for the quarter.

Full was 3.5 crores and 650 tons. 644 tons and 3.49 for growers.

Adita Ketan · Smith's Institutional

direct

Discrepancy between spot bromine prices and Archean's realizations.

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.

Adita Ketan · Smith's Institutional

direct

Bromine volume growth guidance vs earlier targets.

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.

Adita Ketan · Smith's Institutional

partial

Increase in inventory and captive bromine consumption.

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.

Anish Tari · Vicaria

direct

Bromine demand rationing and pricing for short-term contracts.

short-term pricing is closer to spot. long-term pricing is driven by multi-year relationships... spot is generally closer to market.

Anish Tari · Vicaria

direct

Supply normalization from stressed regions and impact on prices.

I think there is still a gap uh right on those trade routes compared to some of the volumes pre-conlict.

Rohit Nagraj · 361 Capital

partial

Bromine pricing range for next year and OHC revenue timeline.

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.