Archean Chemical Industries Limited has announced its participation in an upcoming investor conference, providing an opportunity for engagement with analysts and institutional investors. The company has formally notified the stock exchanges about this scheduled interaction under regulatory compliance requirements.

Conference Details

The chemical company will participate in IIFL's 17th Enterprising India Global Investors' Conference, scheduled for February 25, 2026. The event details are outlined below:

Regulatory Compliance and Information Sharing

The company has emphasized its commitment to regulatory compliance and transparent communication practices. All discussions during the investor interactions will be based exclusively on publicly available information. Archean Chemical Industries has specifically stated that no unpublished price sensitive information (UPSI) is intended to be discussed during these meetings.

Operational Flexibility

The company has noted that changes to the schedule may occur due to exigencies on the part of participants or the company itself. This flexibility ensures that the conference can adapt to any unforeseen circumstances while maintaining the quality of investor interactions.

Information Accessibility

In line with transparency requirements, the company has confirmed that information regarding this investor conference will be made available on its official website at www.archeanchemicals.com . This ensures that all stakeholders have access to relevant details about the company's investor engagement activities.

The notification was signed by Vijayaraghavan N E, Company Secretary & Compliance Officer, and submitted to both the National Stock Exchange of India Limited and BSE Limited as part of the company's listing obligations under SEBI regulations.

Archean Chemical Industries Limited held its Q3 FY26 earnings conference call on February 06, 2026, announcing mixed financial results amid ongoing operational challenges. The company reported revenue growth but faced margin pressures due to production constraints in its bromine business.

Financial Performance Overview

The company's financial results for Q3 FY26 showed divergent trends across different metrics. On a consolidated basis, total revenue reached INR2,615 million, representing a 10% year-on-year growth. However, standalone operations showed more modest growth.

For the nine-month period, standalone revenue grew 7.4% to INR7,840 million, while EBITDA declined 10.8% to INR2,416 million. Net profit for nine months stood at INR1,246 million, down 1.6% year-on-year.

Business Segment Performance

The company's revenue mix in Q3 FY26 showed industrial salt dominating with 77% contribution, while bromine accounted for 23% of standalone revenues.

Industrial Salt Business

Industrial salt operations demonstrated strong volume performance with sales of 1.1 million tons during Q3 FY26, returning to the quarterly run rate of over 1 million tons. For the nine-month period, volumes reached 3 million tons with robust demand despite pricing pressures. Management noted that pricing remained stable quarter-on-quarter and expects this trend to continue.

Bromine Operations

Bromine production faced significant challenges during the quarter, with volume sales of 2,403 tons in Q3 FY26. The company maintained an order backlog of approximately 6,500 tons, down from previous quarters due to operational constraints.

Operational challenges stemmed from weather-related changes affecting brine quality and feedstock composition. These issues required modifications to brine field operations and plant systems to handle varying input feedstock quality. Management implemented improvement projects during the quarter and expects to return to steady-state operations in Q4.

Derivatives and Specialty Products

The bromine derivatives business through Acume operated at 30-40% utilization with around 40 reactors. Revenue from bromine derivatives reached INR142.1 million on consolidated basis. The business faced headwinds from lower crude oil prices affecting rig activities and oilfield chemical demand, while rising bromine prices created cost pressures.

SOP (Sulphate of Potash) operations remained limited with Q3 volumes of 71 metric tons generating INR32 lakhs in revenue. The company completed pilot stage trials and is progressing toward plant scale trials.

Strategic Initiatives and Leadership Changes

Archean Chemical announced the appointment of Rampraveen Swaminathan as Managing Director. Swaminathan brings 28 years of experience in business leadership and operations across industrial, energy and manufacturing sectors, most recently serving as MD and CEO of Mahindra Logistics Limited.

Semiconductor Business Development

The company's semiconductor initiative through SiCSeM continued advancing as one of 10 projects approved under the Indian Semiconductor Mission. Key developments include:

• 25-acre site allocation in Info Valley, Bhubaneswar
• Completion of land levelling and ongoing topographical surveys
• Finalization of fiscal support agreement with Indian Semiconductor Mission underway

Energy Storage Investment

Archean Chemical's investment in Offgrid Energy Labs progressed with the acquisition of 18.14% stake in the zinc bromide battery innovator. The company plans to establish a 10-megawatt hour demonstration manufacturing facility in the U.K., with R&D for next-generation stationary energy solutions underway.

Market Environment and Outlook

Management described operating in a mixed market environment with uncertainties over the past 3-4 quarters, though early improvement indicators suggest stabilization ahead. The company is monitoring developments in proposed India-U.S. and India-EU Free Trade Agreements, which could create opportunities for Indian specialty chemicals exporters.

For bromine operations, management expressed confidence in achieving over 18,000 tons production in the next fiscal year, targeting a medium-term run rate of 25,000 tons. The derivatives business aims for 50-60% capacity utilization with 15 new products in the development pipeline at various customer trial stages.

Despite near-term operational challenges, the company maintains strong business fundamentals with high product quality, customer acceptance, and strategic positioning in marine chemicals. Long-term investments in advanced materials continue progressing to support future growth initiatives.