India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

Archean Chemical Industries / Equity Bottom-Up

<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

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<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

<ul><li>Logistical adversaries and Heavy Monsoon Impacted the bottom line: The company reported revenue of Rs 240 Cr in Q2FY25, marking a 17% YoY decline.</li><li>This significant drop was primarily due to logistical challenges at the ports, which affected overall dispatches, shipments, and business momentum.</li><li>Industrial salt volumes were also impacted by adverse weather conditions, including the Asna cyclone, resulting in a loss of approximately Rs 40 Cr in industrial salt. </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.

Logistical adversaries and Heavy Monsoon Impacted the bottom line: The company reported revenue of Rs 240 Cr in Q2FY25, marking a 17% YoY decline.This significant drop was primarily due to logistical challenges at the ports, which affected overall dispatches, shipments, and business momentum.Industrial salt volumes were also impacted by adverse weather conditions, including the Asna cyclone, resulting in a loss of approximately Rs 40 Cr in industrial salt. 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 Industri - Sharp Decline in Profitability

<ul><li>Archean Chemical Industries Ltd's performance in Q1FY25 fell short of expectations across all key metrics.</li><li>Consolidated revenue was ₹213 Cr, a decline of 38% YoY and 25% QoQ, significantly missing our estimate by 44%.</li><li>EBITDA stood at ₹71 Cr, down 47% YoY and 18% QoQ, falling short of our estimates by 43%. </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.

Archean Chemical Industries Ltd's performance in Q1FY25 fell short of expectations across all key metrics.Consolidated revenue was ₹213 Cr, a decline of 38% YoY and 25% QoQ, significantly missing our estimate by 44%.EBITDA stood at ₹71 Cr, down 47% YoY and 18% QoQ, falling short of our estimates by 43%. 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 - Results Miss Expectations; Gradual Volume Recovery Ahead

<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> is largest producer of Bromine and largest exporter of Bromine from India.</li>
<li>The company is doing brownfield and greenfield capex in Bromine derivatives which are Margin accretive.</li>
<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>  is confident about 30% volume growth in FY25.</li>
</ul>



Archean Chemical Industries (ACI IN) is largest producer of Bromine and largest exporter of Bromine from India.
The company is doing brownfield and greenfield capex in Bromine derivatives which are Margin accretive.

Archean Chemical Industries (ACI IN)  is confident about 30% volume growth in FY25.


The Beat Ideas- Archean Chemical: The Bromine Leader of India

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Archean Chemical Industries (ACI IN)

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 Industri - Sharp Decline in Profitability

Logistical adversaries and Heavy Monsoon Impacted the bottom line: The company reported revenue of Rs 240 Cr in Q2FY25, marking a 17% YoY decline

Axis Direct

Archean Chemical Industries Ltd - Results Miss Expectations; Gradual Volume Recovery Ahead

Archean Chemical Industries Ltd's performance in Q1FY25 fell short of expectations across all key metrics. Consolidated revenue was ₹213 Cr, a...

Axis Direct

The Beat Ideas- Archean Chemical: The Bromine Leader of India

Archean Chemical - A Leader in Bromine Chemistry, Building capacity for High Margin, Value Added Products, Key Things to watch out for this stock!

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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 Industri - Sharp Decline in Profitability

Logistical adversaries and Heavy Monsoon Impacted the bottom line: The company reported revenue of Rs 240 Cr in Q2FY25, marking a 17% YoY decline

Axis Direct

Archean Chemical Industries Ltd - Results Miss Expectations; Gradual Volume Recovery Ahead

Archean Chemical Industries Ltd's performance in Q1FY25 fell short of expectations across all key metrics. Consolidated revenue was ₹213 Cr, a...

Axis Direct

The Beat Ideas- Archean Chemical: The Bromine Leader of India

Archean Chemical - A Leader in Bromine Chemistry, Building capacity for High Margin, Value Added Products, Key Things to watch out for this stock!

Sudarshan Bhandari

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