External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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Equity Bottom-Up

Archean Chemical Industries / Equity Bottom-Up

<ul><li>Adverse Weather and Macro Headwinds Impacting Recovery: The company continued to face challenges driven by persistent macroeconomic pressures, supply chain disruptions and geopolitical uncertainties.</li><li>While the demand and pricing remained robust for Bromine, technical difficulties led to lower volumes.</li><li>Similarly, industrial salt volumes were impacted by the extended monsoon, which impacted recovery and transportation.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Adverse Weather and Macro Headwinds Impacting Recovery: The company continued to face challenges driven by persistent macroeconomic pressures, supply chain disruptions and geopolitical uncertainties.While the demand and pricing remained robust for Bromine, technical difficulties led to lower volumes.Similarly, industrial salt volumes were impacted by the extended monsoon, which impacted recovery and transportation.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Rchean Chemical Industries Ltd -Adverse Weather Delays Recovery; Maintain HOLD

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Sudarshan Bhandari

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<ul>
<li>
<a href="https://www.smartkarma.com/entities/archean-chemical-industries" target="_blank" data-smartkarma-citation="entities:36520:1" rel="noopener">Archean Chemical Industries (ACI IN)</a> posted strong operational performance, driven by robust export growth and stable demand across key segments.</li>
<li>Despite external market challenges, Archean’s diversified product portfolio and strategic acquisitions provide a solid foundation for future growth.</li>
<li>Archean is well-positioned to continue expanding, with significant upside in bromine derivatives and energy storage, supporting its long-term growth trajectory.</li>
</ul>



Archean Chemical Industries (ACI IN) posted strong operational performance, driven by robust export growth and stable demand across key segments.
Despite external market challenges, Archean’s diversified product portfolio and strategic acquisitions provide a solid foundation for future growth.
Archean is well-positioned to continue expanding, with significant upside in bromine derivatives and energy storage, supporting its long-term growth trajectory.


Archean Chemical Industries Q4 & FY25 Update: Strong Volume Growth & Strategic Expansions

<ul><li>Strong Growth in Industrial Salt, Bromine Volumes Disappoint: During the quarter, the company reported a robust 40% YoY volume growth in Industrial Salt, while bromine volumes continued to decline sequentially.</li><li>Industrial Salt capacity has been ramped up to over 5 Mn tons on an annual basis, and management expects quarterly volumes to exceed 1 Mn tons going forward (with an annual target of 4.5+ Mn tons).</li><li>In Bromine, the volumes were impacted by lower recovery due to the extended winter in the first two months, but have shown signs of improvement post that. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Growth in Industrial Salt, Bromine Volumes Disappoint: During the quarter, the company reported a robust 40% YoY volume growth in Industrial Salt, while bromine volumes continued to decline sequentially.Industrial Salt capacity has been ramped up to over 5 Mn tons on an annual basis, and management expects quarterly volumes to exceed 1 Mn tons going forward (with an annual target of 4.5+ Mn tons).In Bromine, the volumes were impacted by lower recovery due to the extended winter in the first two months, but have shown signs of improvement post that. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Archean Chemical Industries Ltd - Revenue Growth Resumes; Margin Expansion Awaited

<ul>
<li>
<a href="https://www.smartkarma.com/entities/archean-chemical-industries" target="_blank" data-smartkarma-citation="entities:36520:1" rel="noopener">Archean Chemical Industries (ACI IN)</a>’s Q3 FY25 standalone total income reached INR 2,547 million, with EBITDA at INR 963 million (38% margin) and export markets contributing approximately 76% of revenue.</li>
<li>Strong export performance and stable margins underscore resilience amid global market challenges, while strategic investments in new battery technologies promise future growth and diversification.</li>
<li>The company aims to produce 20,000-25,000 tons of Bromine in FY'26 and expecting double digit growth in FY26.</li>
</ul>



Archean Chemical Industries (ACI IN)’s Q3 FY25 standalone total income reached INR 2,547 million, with EBITDA at INR 963 million (38% margin) and export markets contributing approximately 76% of revenue.
Strong export performance and stable margins underscore resilience amid global market challenges, while strategic investments in new battery technologies promise future growth and diversification.
The company aims to produce 20,000-25,000 tons of Bromine in FY'26 and expecting double digit growth in FY26.


Archean Chemical Industries Limited Q3 FY25 Analysis

<ul><li>Subdued Volumes for Bromine &amp; Industrial Salt: During the quarter, the company witnessed a sequential degrowth in bromine and salt volumes.</li><li>However, there was a slight improvement in price realisation for both products.</li><li>The management expects a quarterly run rate of approximately 10 Lc for salt volumes, supported by healthy inquiries across its product lines. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Subdued Volumes for Bromine &amp; Industrial Salt: During the quarter, the company witnessed a sequential degrowth in bromine and salt volumes.However, there was a slight improvement in price realisation for both products.The management expects a quarterly run rate of approximately 10 Lc for salt volumes, supported by healthy inquiries across its product lines. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Archean Chemical Industries Ltd - Worst Factored In; Upgrade to BUY

India

Archean Chemical Industries Private Limited operates as a mining company. The Company produces industrial salt, liquid bromine, coal, pavers, and cobbles. Archean Chemical Industries serves customers in India.

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Archean Chemical Industries (ACI IN)

Rchean Chemical Industries Ltd -Adverse Weather Delays Recovery; Maintain HOLD

The company continued to face challenges driven by persistent macroeconomic pressures, supply chain disruptions and geopolitical uncertainties.

Axis Direct

Archean Chemical Industries Q4 & FY25 Update: Strong Volume Growth & Strategic Expansions

Archean Chemical Industries (ACI IN) shows strong operational performance with export growth and stable demand, poised for future growth in...

Sudarshan Bhandari

Archean Chemical Industries Ltd - Revenue Growth Resumes; Margin Expansion Awaited

During the quarter, the company reported a robust 40% YoY volume growth in Industrial Salt, while bromine volumes continued to decline sequentially.

Axis Direct

Archean Chemical Industries Limited Q3 FY25 Analysis

Archean Chemical Industries' Q3 FY25 results show strong export performance, stable margins, and strategic investments in new battery...

Sudarshan Bhandari

Archean Chemical Industries Ltd - Worst Factored In; Upgrade to BUY

Subdued Volumes for Bromine & Industrial Salt: During the quarter, the company witnessed a sequential degrowth in bromine and salt volumes.

Axis Direct

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Rchean Chemical Industries Ltd -Adverse Weather Delays Recovery; Maintain HOLD

The company continued to face challenges driven by persistent macroeconomic pressures, supply chain disruptions and geopolitical uncertainties.

Axis Direct

Archean Chemical Industries Q4 & FY25 Update: Strong Volume Growth & Strategic Expansions

​Archean Chemical Industries (ACI IN) shows strong operational performance with export growth and stable demand, poised for future growth in...

Sudarshan Bhandari

Archean Chemical Industries Ltd - Revenue Growth Resumes; Margin Expansion Awaited

During the quarter, the company reported a robust 40% YoY volume growth in Industrial Salt, while bromine volumes continued to decline sequentially.

Axis Direct

Archean Chemical Industries Limited Q3 FY25 Analysis

​Archean Chemical Industries' Q3 FY25 results show strong export performance, stable margins, and strategic investments in new battery...

Sudarshan Bhandari

Archean Chemical Industries Ltd - Worst Factored In; Upgrade to BUY

Subdued Volumes for Bromine & Industrial Salt: During the quarter, the company witnessed a sequential degrowth in bromine and salt volumes.

Axis Direct

Archean Chemical Industries (ACI IN) shows strong operational performance with export growth and stable demand, poised for future growth in...

Archean Chemical Industries' Q3 FY25 results show strong export performance, stable margins, and strategic investments in new battery...