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 strong revenue and margin growth, led by pharmaceutical intermediates and CDMO. Battery chemicals and semiconductor verticals are set to drive future growth, with major CapEx projects on track. EBITDA margin guidance is raised to 28%-30%, supported by improved product mix and operational efficiency.
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Q1 FY 2026 saw 17.3% YoY revenue growth, led by pharma intermediates and strong margin expansion. Major CapEx and a South Korea JV are set to drive future growth, with management reaffirming 25% revenue growth guidance and improved margins 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 revenue surge 65.2% YoY to INR 275 crore, driven by CDMO and pharma intermediates. Margins expanded sharply, with EBITDA margin at 25%. Management raised FY25 growth guidance to 35% and expects continued margin improvement, supported by robust CDMO pipeline and capacity expansion.
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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.