Acutaas Chemicals Limited — Q2FY27 earnings call summary

Filed 02 November 2026 · Official transcript

CAPEX guidance for FY27 raised to Rs 3,000 million, including electronic-grade chemicals and electrolyte additive projects
Q2 FY27 revenue 4.37bn INR +42.7% y-y; EBITDA 1.76bn INR +84.6% y-y; EBITDA margin 40.3% +914 bps y-y; PAT 1.23bn INR +71.4% y-y
EBITDA margin guidance raised to 38%-40% for FY27, driven by product mix and operating leverage
CDMO revenue to reach Rs 1,000 Cr in FY27, one year ahead of prior target; expected to double to Rs 2,000 Cr by FY30
Battery Chemicals commercial revenue started; ramp-up expected over next quarters
Semiconductor chemicals plant in South Korea inaugurated; ramp-up and new products expected in FY28
Net cash at Rs 3,009 million; working capital days increased to 115 in Q2 from 99 in Q1 FY27