India · Delayed Price · Currency is INR Acutaas Chemicals Earnings Call Transcripts
Fiscal Year 2026
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Record FY26 revenue and PAT driven by strong growth in pharma intermediates, specialty, and battery chemicals. FY27 guidance targets 25-28% revenue growth with stable margins, supported by robust order book and new product launches.
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Q3 FY 2026 saw revenue rise 43% year-over-year to INR 393.2 crore, with record-high margins and profit after tax exceeding INR 100 crore. Upgraded FY 2026 guidance projects 30% revenue growth and 32–35% EBITDA margin, driven by strong CDMO, battery, and semiconductor segments.
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Q2 FY26 saw 34% YOY revenue growth and significant margin expansion, led by pharma intermediates and CDMO. Battery chemicals and semiconductor JVs are set to drive future growth, with robust CapEx and strong cash reserves supporting expansion.
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Q1 FY 2026 revenue rose 17.3% YoY, led by pharma intermediates and strong margin expansion. Major CapEx in battery and semiconductor chemicals is underway, with new products and contracts set to drive growth. Management reaffirms 25% revenue growth guidance for FY 2026.
Fiscal Year 2025
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Surpassed INR 1,000 crore in FY 2025 revenue, driven by 50% YoY growth in pharma intermediates and strong CDMO momentum. Margins expanded significantly, with robust cash flow and zero debt. FY 2026 targets 25% revenue growth, margin improvement, and new capacity ramp-up.
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Q3 FY25 saw 65% YoY revenue growth, driven by CDMO and pharma intermediates, with margins expanding and guidance raised to 35% growth for FY25. CapEx and capacity expansions are on track, and the company is positioned for strong multi-year growth across segments.
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Q2 FY 2025 saw 43.2% YoY revenue growth, driven by pharma intermediates and CDMO ramp-up, with gross and EBITDA margins improving. FY 2025 revenue growth guidance was raised to 30%, and CapEx projects are on track, despite sectoral demand and pricing headwinds.
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Revenue grew 16.6% year-over-year in Q1 FY 2025, led by advanced pharma intermediates and CDMO, while specialty chemicals saw modest growth. Management maintains 25% annual growth guidance, expects margin improvement, and continues to invest in capacity and sustainability.