Archean Chemical Industries Ltd
ACI NSE
Archean Chemical Industries Ltd
ChemicalsNSE: ACI BSE: 543657 Specialty Chemicals
Key Fundamentals
MicrocapSpecialty ChemicalsChemicalsMarket Cap
₹6,309 Cr
Volatility
Moderate
P/E Ratio
65.34
EBITDA
₹266 Cr
Return on Equity
5.45%
Debt to Equity
0.24
Book Value
₹156.68
EPS
₹21.88
52W High
₹726
52W Low
₹483
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Archean Chemical Industries Ltd insights
51 extracted metrics + investor summaries across FY17–FY26.
Tapetide Score
Data-driven rating, 0–100. How it works →
Technical Indicators
Key Insights
Strengths
2- Company has been maintaining a healthy dividend payout of 21.1%
- Company's working capital requirements have reduced from 49.5 days to 10.8 days
Weaknesses
1- Company has a low return on equity of 11.0% over last 3 years.
Growth Rate
Revenue Growth
2.75% ↘
Net Income Growth
-34.98% ↘
Cash Flow Change
-20.77% ↘
ROE
-37.36% ↘
ROCE
-26.52% ↘
EBITDA Margin (Avg.)
-26.42% ↘
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 42d agoAI opinion · based on fundamentals
Risk high
Archean Chemical Industries trades at a market cap of ₹6,605 Cr with a PE of 63.2x, reflecting a sharp earnings decline — FY26 net profit fell to ₹105 Cr from ₹162 Cr in FY25 and ₹319 Cr in FY24. Revenue has been largely flat at ₹1,081 Cr in FY26 vs ₹1,041 Cr in FY25, while operating margins compressed from 33.7% in FY24 to 21.6% in FY26.
Bull Case 7
- Working capital efficiency improved significantly from 49.5 days to 10.8 days, freeing up cash for operations and capex
- Bromine capacity of 28,500 MT per annum with production targeted to grow 15-20% annually, aiming for 40,000 tons over time — a clear volume growth lever
- Strategic diversification into semiconductors and energy storage materials provides optionality beyond core marine chemicals
- Consistent dividend payout of 21.1% maintained despite earnings pressure, signalling management confidence in cash flows
- Revenue grew 3.85% in FY26 to ₹1,081 Cr after declining 9% CAGR over 3 years, suggesting a potential trough and recovery
- Near-zero debt on the balance sheet with reserves of ₹1,973 Cr as of FY26, providing financial flexibility for expansion
- Unique natural brine reservoir in Rann of Kutch provides a cost advantage and high entry barrier in bromine and industrial salt production
Bear Case 8
- Net profit declined 41% TTM and compounded profit CAGR is -35% over 3 years, indicating a sustained earnings deterioration
- PE of 63.2x is extremely elevated for a commodity chemicals company with declining profitability — EPS fell from ₹26.12 in FY24 to ₹12.50 in FY26
- Operating profit margin compressed sharply from 42.7% in FY23 to 21.6% in FY26, more than halving in three years
- ROE declined from 18% (5-year average) to just 5% in the last year, well below cost of equity for most investors
- 3-year ROE of 11% is low for a specialty chemicals business and flagged as a structural concern
- Stock has delivered -15% return over 1 year and 0% CAGR over 3 years, underperforming broader market indices significantly
- Interest costs tripled from ₹8.1 Cr in FY25 to ₹25.75 Cr in FY26, suggesting new borrowings or rising rates impacting profitability
- Revenue CAGR of -9% over 3 years reflects structural demand or pricing weakness in core salt and bromine segments
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 42d ago Headwinds 1
- Tax penalty order received Jul 1
ACI received a ₹34.24 lakh penalty order for AY 2017-18. The company plans to appeal the order.
Positives 1
- Final dividend of ₹2.50 declared Jun 12
ACI declared a final dividend of ₹2.50 per share at its 17th AGM on June 12, 2026. All eight resolutions passed with requisite majority.
Neutral 4
- Promoter pledge activity on shares Jul 6
Promoter Chemikas Speciality LLP created a pledge on 8.5 lakh shares and released 22 lakh shares after loan repayment. Total pledged shares now stand at 1.39 crore (11.31% of equity).
- CTL pledges 6.40% equity stake Jun 13
CTL Trusteeship Limited pledged 79 lakh shares representing 6.40% of ACI on June 10, 2026.
- ₹21 crore block trade on NSE Jun 9
A block trade of ~4 lakh shares executed at ₹525.65 per share for a total value of ₹21.06 crore, likely involving institutional participants.
- Investor conference in Mumbai Jun 7
ACI attended an investor conference in Mumbai on June 8, 2026, covering publicly available information.
TL;DR: ACI is maintaining shareholder returns with a ₹2.50 dividend and engaging with institutional investors. The tax penalty of ₹34.24 lakh is minor and being appealed. Elevated promoter pledge levels at 11.31% warrant monitoring but net pledge reduced after loan repayment. Overall a quiet period with no major operational catalysts; watch for any changes in pledge trajectory or business updates post-investor meetings.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 343 | 290 | 413 | 284 | 213 | 240 | 242 | 346 | 292 | 233 | 255 | 301 | 327 |
| Expenses | 208 | 195 | 267 | 197 | 141 | 166 | 162 | 257 | 214 | 171 | 200 | 257 | 260 |
| Operating Profit | 135 | 95 | 145 | 87 | 71 | 75 | 80 | 88 | 78 | 63 | 54 | 44 | 67 |
| OPM % | 39% | 33% | 35% | 31% | 33% | 31% | 33% | 26% | 27% | 27% | 21% | 15% | 21% |
| Other Income | 11 | 11 | 9 | 12 | 10 | -29 | 9 | 8 | 8 | 6 | 7 | 5 | 6 |
| Interest | 3 | 2 | 2 | 2 | 2 | 3 | 3 | 0 | 5 | 6 | 4 | 10 | 5 |
| Depreciation | 18 | 18 | 18 | 18 | 19 | 19 | 20 | 21 | 23 | 24 | 24 | 23 | 23 |
| PBT | 125 | 87 | 135 | 80 | 61 | 23 | 66 | 75 | 58 | 40 | 33 | 16 | 44 |
| Tax % | 25% | 24% | 25% | 28% | 26% | 31% | 27% | 28% | 31% | 27% | 28% | 23% | 31% |
| Net Profit | 94 | 66 | 102 | 58 | 45 | 16 | 48 | 54 | 40 | 29 | 24 | 12 | 30 |
| EPS in Rs | 7.63 | 5.36 | 8.23 | 4.67 | 3.64 | 1.28 | 3.89 | 4.34 | 3.26 | 2.36 | 1.91 | 1.09 | 2.49 |
Profit & Loss
| Mar 2020 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|
| Sales | 608 | 1,130 | 1,441 | 1,330 | 1,041 | 1,081 | 1,116 |
| Expenses | 460 | 663 | 807 | 867 | 726 | 842 | 888 |
| Operating Profit | 148 | 467 | 634 | 463 | 315 | 239 | 228 |
| OPM % | 24% | 41% | 44% | 35% | 30% | 22% | 20% |
| Other Income | 9 | 12 | 43 | 43 | -3 | 27 | 24 |
| Interest | 122 | 162 | 97 | 8 | 8 | 26 | 26 |
| Depreciation | 52 | 67 | 69 | 70 | 79 | 93 | 93 |
| PBT | -17 | 251 | 512 | 427 | 224 | 147 | 133 |
| Tax % | 117% | 25% | 25% | 25% | 28% | 28% | — |
| Net Profit | -36 | 188 | 383 | 319 | 162 | 105 | 96 |
| EPS in Rs | -18.81 | 19.54 | 31.09 | 25.85 | 13.14 | 8.66 | 7.85 |
| Div. Payout % | 0% | 0% | 8% | 12% | 23% | 29% | — |
Balance Sheet
| Mar 2020 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | — | 19 | 25 | 25 | 25 | 25 |
| Reserves | — | 243 | 1,406 | 1,677 | 1,839 | 1,910 |
| Borrowings | — | 897 | 69 | 98 | 235 | 466 |
| Other Liabilities | — | 372 | 255 | 255 | 290 | 264 |
| Total Liabilities | — | 1,531 | 1,755 | 2,055 | 2,389 | 2,665 |
| Fixed Assets | — | 1,086 | 1,110 | 1,160 | 1,378 | 1,383 |
| CWIP | — | 17 | 36 | 48 | 69 | 182 |
| Investments | — | 11 | 210 | 350 | 339 | 257 |
| Other Assets | — | 417 | 399 | 497 | 603 | 843 |
| Total Assets | — | 1,531 | 1,755 | 2,055 | 2,389 | 2,665 |
Cash Flow
| Mar 2020 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Operating | — | 315 | 496 | 379 | 176 | 140 |
| Investing | — | -110 | -290 | -307 | -246 | -293 |
| Financing | — | -224 | -212 | -33 | 65 | 154 |
| Net Cash Flow | — | -19 | -6 | 40 | -5 | 1 |
| Free Cash Flow | — | 218 | 397 | 249 | -81 | -242 |
| CFO/OP | — | 67 | 82 | 106 | 73 | 83 |
Ratios
| Mar 2020 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | — | 49 | 30 | 43 | 58 | 43 |
| Inventory Days | — | — | — | 530 | — | 1,221 |
| Days Payable | — | — | — | 416 | — | 598 |
| Cash Conversion Cycle | — | 49 | 30 | 157 | 58 | 666 |
| Working Capital Days | — | 49 | 41 | 54 | 84 | 11 |
| ROCE % | — | — | 45% | 25% | 13% | 7% |
Documents
1
Clarification sought from Archean Chemical Industries Ltd
16 Jul - Exchange has sought clarification from Archean Chemical Industries Ltd on July 16, 2026, with reference to Movement in Volume. 16 Jul - Exchange has sought clarification from Archean Chemical Industries Ltd on July 16, 2026, with reference to Movement in Volume.
2
Board Meeting Outcome for Board Meeting Outcome 11.05.2026
3h - Board approved FY26 audited results, recommended Rs 2.50 dividend, reappointed auditors/directors, and set June 12 AGM. 3h - Board approved FY26 audited results, recommended Rs 2.50 dividend, reappointed auditors/directors, and set June 12 AGM.
3
Announcement under Regulation 30 (LODR)-Appointment of Statutory Auditor/s
3h - Board approved reappointment of statutory auditors and two independent directors, subject to AGM approval. 3h - Board approved reappointment of statutory auditors and two independent directors, subject to AGM approval.
4
Announcement under Regulation 30 (LODR)-Change in Management
2h - Audited Q4/FY26 results approved; Rs 2.50 dividend recommended; 17th AGM on June 12, 2026. 2h - Audited Q4/FY26 results approved; Rs 2.50 dividend recommended; 17th AGM on June 12, 2026.
5
Intimation Of Record Date For Payment Of Final Dividend For FY 2025-26
2h - Final dividend of Rs 2.50 per share proposed; record date June 5, 2026, AGM June 12, 2026. 2h - Final dividend of Rs 2.50 per share proposed; record date June 5, 2026, AGM June 12, 2026.
Frequently Asked Questions about Archean Chemical Industries Ltd
What does Archean Chemical Industries Ltd do?
Archean Chemical Industries Limited is India's largest exporter of bromine and industrial salt in Fiscal 2021. The company is the leading specialty marine chemical manufacturer in India and is focused on producing and exporting bromine, industrial salt, and sulphate of potash to customers around ...
Where is Archean Chemical Industries Ltd (ACI) listed?
Archean Chemical Industries Ltd is listed on the Indian stock exchanges. It is listed on NSE: ACI and BSE: 543657. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Archean Chemical Industries Ltd belong to?
Archean Chemical Industries Ltd operates in the Chemicals sector within the Specialty Chemicals industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Archean Chemical Industries Ltd?
Archean Chemical Industries Ltd has a market capitalisation of approximately ₹6308.72 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of Archean Chemical Industries Ltd?
The Price-to-Earnings (PE) ratio of Archean Chemical Industries Ltd is 65.34. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Archean Chemical Industries Ltd?
Over the past 52 weeks, Archean Chemical Industries Ltd has traded between a low of ₹483 and a high of ₹726. This range helps investors understand the stock's price volatility and recent trading levels.
Does Archean Chemical Industries Ltd pay dividends?
Yes, Archean Chemical Industries Ltd has a dividend yield of 0.49%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Archean Chemical Industries Ltd?
Archean Chemical Industries Ltd has a Return on Equity (ROE) of 5.45%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Archean Chemical Industries Ltd on Tapetide?
On Tapetide, you can view Archean Chemical Industries Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.
Company Information
Archean Chemical Industries Limited is India's largest exporter of bromine and industrial salt in Fiscal 2021. The company is the leading specialty marine chemical manufacturer in India and is focused on producing and exporting bromine, industrial salt, and sulphate of potash to customers around the world.[1]
Website archeanchemicals.com
CEO Mr. Ranjit Pendurthi
Employees 262
Listed 2022-11-21
Face Value ₹ 2
Issued Size 12,34,58,394