| Revenue guidance | 25.0% → 30.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 100.0% FY30 |
| Revenue growth | 42.7% YoY growth driven by scaled Pharma Intermediates and CDMO. |
|---|---|
| Margins | EBITDA margins raised to 38-40% due to favorable product mix. |
| Order book | Confirmed orders for new CDMO contracts starting H2 FY27. |
| Demand visibility | Robust demand in Pharma; Electrolytes demand exceeds supply. |
| Management confidence | Extremely optimistic; raising growth and margin guidance mid-year. |
Growth
Revenue grew 42.7% YoY to ₹436.9 Cr; pharma intermediates segment rose 53.1%.
Outlook
Targets ₹1,000 Cr CDMO revenue by FY27 and ₹2,000 Cr by FY30.
Risks
Asset utilization at Anklehswar remains low at 30%; BFC segment saw temporary ownership-led pauses.
Last quarter's promises, checked
Delivered
- Guided Korea plant capex done by end-Q2 FY27 → inaugurated ahead of schedule (= BEAT)
- Guided FY27 revenue growth 25% → Q2 +42.7% YoY, guide raised to 30% (= BEAT, quarter only)
Partly delivered
- Guided FY27 Spec Chem no decline → Q1 -10.6%, Q2 'muted' (= PARTIAL)
- Guided FY27 capex ₹90-95 Cr ex R&D/land → H1 ₹124 Cr, FY now ₹300 Cr (= PARTIAL, scope unclear)
- Guided electrolyte Phase-2 capex by end-Q2 → not reported (= PARTIAL, unverified)
Earnings Call Transcript filed with NSE, NSE: ACUTAAS. Summary written with AI assistance from the document.
Acutaas Chemicals Ltd: key numbers
- Share price
- ₹3,710.00
- Market cap
- ₹30,374 Cr
- Revenue (annual)
- ₹1,339 Cr
- Net profit (annual)
- ₹356.3 Cr
- P/E (TTM)
- 69.2×Sector 46.1×
- Promoter holding
- 32.66%+0.00% QoQ
- FII holding
- 22.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Acutaas Chemicals Ltd
All →Acutaas Chemicals Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹4,369 Mn (+42.7% YoY), EBITDA ₹1,760 Mn (+84.6%, 40.3% margin), PAT ₹1,231 Mn (+71.4%). FY27 revenue guidance raised; South Korea semiconductor-chemicals facility inaugurated.
- Call
- Guides 30% growth
Acutaas Chemicals Results Update
Q2 FY27 revenue rose 42.7% YoY to ₹4,369 mn; PAT up 71.4% to ₹1,231 mn. Guidance raised to 30% revenue growth and 38-40% EBITDA margin.
Acutaas Chemicals Q2 FY27 Results: Net Profit ₹123.1 Cr, Up 71.2% YoY
Acutaas Chemicals Ltd reported revenue from operations of ₹436.9 Cr (+42.7% YoY) and net profit of ₹123.1 Cr (+71.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹123.1 Cr · +71.2% YoY
Acutaas Chemicals Financial Results
Acutaas Chemicals' board approved Q2 and half-year FY2027 unaudited results. The board meeting closed with no other material transaction disclosed.
Acutaas Chemicals Board Meeting Date
Acutaas Chemicals scheduled its board meeting for October 27, 2026, to approve Q2 and H1 FY27 unaudited results. No financial figures or decisions are reported, only the meeting date and agenda.
Acutaas Chemicals Merger & Restructuring Worth ₹0.01 Cr
Acutaas Chemicals completed the acquisition of Enchem Ami Organics, making it a wholly owned subsidiary. This share transfer transaction was completed for ₹0.01 Crore.
- Value
- ₹0.01 Cr