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>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

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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> 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

<ul><li>Rekindling of Bromine Derivatives Capex: The company has identified 8-9 new bromine derivatives and started the testing and sampling for the same.</li><li>It has also started exports of clear brine fluids through its subsidiary (Acume Chemicals Pvt. Ltd.). Currently, the company has received approval for samples from 10+ clients.</li><li>The management anticipates revenue of ~200-300 Cr in FY25 with 15k-20k volumes from the bromine derivatives. </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.

Rekindling of Bromine Derivatives Capex: The company has identified 8-9 new bromine derivatives and started the testing and sampling for the same.It has also started exports of clear brine fluids through its subsidiary (Acume Chemicals Pvt. Ltd.). Currently, the company has received approval for samples from 10+ clients.The management anticipates revenue of ~200-300 Cr in FY25 with 15k-20k volumes from the bromine derivatives. 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 - Weak Bromine Prices & Demand Recovery

<ul><li>Archean Chemical Industries Ltd (“ACI”) was incorporated on November 20, 2003.</li><li>Archean is a leading specialty marine chemical manufacturer in India and focused on producing and exporting Bromine, Industrial salt, and Sulphate of Potash to customers around the world.</li><li>Archean is the largest exporter of Bromine and industrial salt by volume in India in FY21 and has amongst the lowest cost of production globally in both Bromine and 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.

Archean Chemical Industries Ltd (“ACI”) was incorporated on November 20, 2003.Archean is a leading specialty marine chemical manufacturer in India and focused on producing and exporting Bromine, Industrial salt, and Sulphate of Potash to customers around the world.Archean is the largest exporter of Bromine and industrial salt by volume in India in FY21 and has amongst the lowest cost of production globally in both Bromine and 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.

Pick of the Week - Archean Chemical Industries Ltd - 18 MARCH 2024

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)

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 Ltd - Weak Bromine Prices & Demand Recovery

Rekindling of Bromine Derivatives Capex: The company has identified 8-9 new bromine derivatives and started the testing and sampling for the same.

Axis Direct

Pick of the Week - Archean Chemical Industries Ltd - 18 MARCH 2024

Archean is the largest exporter of Bromine and industrial salt by volume in India in FY21 and has amongst the lowest cost of production globally in...

Axis Direct

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