Analysts/Institutional Investor Meet/Con. Call Updates

November 02, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza Listing Operations Bandra-Kurla Complex, Bandra (E) P J Towers Dalal Street Mumbai-400051 Mumbai-400001 Symbol-ACI Scrip Code- 543657 Dear Sir/Madam, Subject: Presentation of the earnings call for the quarter, and half year ended September 30, 2026 Reference: Earning Call Intimation dated October 28, 2026 Pursuant to schedule III part A of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the presentation for the earnings call for the quarter and half year ended September 30, 2026. The above information shall be made available on the website of the Company at www.archeanchemicals.com Kindly take on record the same. Thanking you Yours faithfully For Archean Chemical Industries Limited Vijayaraghavan NE Company Secretary and Compliance Officer M. No. A 41671 Encl.- as above Corporate Office: SKCL Summit, No. 47/C3, 10th Floor, Gandhi Mandapam Road, Kotturpuram , Chennai – 600085 Registered Office: No.2, North Crescent Road, T Nagar, Chennai, Tamil Nadu, India – 600017 CIN: L24298TN2009PLC072270 | info@archeanchemicals.com | Ph: +91 44 - 610 99 999 | www.archeanchemicals.com Archean Chemical Industries Limited Q2 & H1FY27 - Investor Presentation Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Archean Chemical Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. Table of Content 1 Q2 & H1FY27 Performance Highlights 2 Company Overview 3 Leadership Presence in Marine Chemicals 4 Extending Product Portfolio 5 Unlocking New Frontiers Q2 & H1FY27 Performance Highlights Q2 & H1FY27 Performance Highlights • Q2FY27 total revenue grew by 26% YoY to Rs. 302 crores led by improving product mix. • Exports contributed nearly 79% of total operating revenue in Q2FY27. Export performance was partly impacted by supply chain challenges, resulting in longer transit times and elevated freight costs. • Industrial Salt segment revenue for Q2FY27 grew to Rs. 161 crores, a growth of 9% on YoY basis. Sales volumes moderated to 0.8 million tons due to logistical and transportation challenges arising from road development activities. The affected road infrastructure is now fully operational. • Bromine revenues for Q2FY27 grew by 76% on YoY basis to Rs. 127.5 crores, supported by higher sales volumes of 4,086 tons, improved realisations and a steady improvement in production throughput. • Bromine Derivatives (Acume Chemicals) business grew by 81% in Q2FY27 to Rs 36 crores led by organic bromides. The Company launched new products earlier, with additional new products under development on a campaign basis. • SiCSem is progressing well and relevant approvals required at this stage have been received. Construction work has commenced at site. Standalone Profit & Loss Statement Particulars (Rs. In Crores) Q2FY27 Q2FY26 Q1FY27 H1FY27 H1FY26 Total Income 305.4 231.8 332.1 637.4 523.2 Cost of materials consumed 41.7 10.4 30.7 72.4 24.8 Purchase of Stock in Trade - - - - 16.5 Change in Inventory (21.1) (19.4) (5.0) (26.1) (37.5) Employee Cost 16.1 14.4 16.2 32.3 30.9 Other Expenses 179.5 150.4 206.3 385.8 316.7 EBITDA 89.3 76.0 83.9 173.2 171.8 Depreciation 20.5 20.4 19.9 40.4 40.2 EBIT 68.8 55.6 64.0 132.7 131.6 Finance Cost 9.3 4.5 8.6 17.9 9.0 Profit before Tax 59.5 51.1 55.3 114.8 122.6 Exceptional Item - - - - - Tax 16.3 12.6 14.8 31.1 32.3 Profit after Tax 43.2 38.5 40.5 83.7 90.3 EPS (in Rs.) - Basic 3.50 3.12 3.28 6.78 7.32 Revenue & Volume Trends Industrial Salt Bromine Bromine Derivatives r 65.1 r 341.7 332.3 260.7 ( 42.8 u 156.8 35.7 n 161.0 127.5 e 147.7 e 19.7 72.4 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 ) 3,585 n 20,05,390 8,262 3,135 t 17,93,377 7,128 2,115 m 4,086 u 8,89,193 8,11,297 3,160 1,357 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Consolidated Performance Breakup Particulars (Rs. In Crores) Q2FY27 Q2FY26 YoY Growth H1FY27 H1FY26 YoY Growth Total Income* 301.6 239.6 25.9% 634.4 540.2 17.5% ACIL 305.4 231.8 31.7% 637.4 523.2 21.8% ACUME 36.0 20.4 76.4% 65.8 43.6 50.7% IDEALIS 0.0 0.0 - 0.4 0.0 - NEUN 0.0 0.0 - 0.1 0.0 - Elimination -39.8 -12.6 - -69.2 -26.8 - EBITDA 74.5 69.0 7.9% 147.3 155.3 -5.1% ACIL 89.3 76.0 17.5% 173.2 171.8 0.8% ACUME -1.0 -1.9 - 0.9 -4.6 - IDEALIS -1.4 -0.6 - -2.7 -1.2 - NEUN -1.7 0.0 - -2.3 -0.1 - Elimination -10.7 -4.4 - -21.7 -10.6 - Profit before Tax 45.7 39.9 14.6% 89.9 97.9 -8.1% ACIL 59.5 51.1 16.4% 114.8 122.6 -6.4% ACUME -6.9 -10.1 - -12.8 -20.4 - IDEALIS -4.1 -1.6 - -8.1 -3.2 - NEUN -2.3 -0.1 - -3.3 -0.2 - Elimination -0.4 0.6 - -0.6 -0.9 - Note: Idealis Mudchemie and SiCSem have been consolidated into Idealis and Neun, respectively. Consolidated Profit & Loss Statement Particulars (Rs. In Crores) Q2FY27 Q2FY26 Q1FY27 H1FY27 H1FY26 Total Income 301.6 239.6 332.8 634.4 540.2 Cost of materials consumed 44.1 12.7 38.5 82.6 46.7 Purchase of Stock in Trade - - - - 16.5 Change in Inventory (21.6) (12.5) (7.9) (29.5) (37.3) Employee Cost 19.4 16.9 19.3 38.7 35.6 Other Expenses 185.2 153.6 210.0 395.3 323.3 EBITDA 74.5 69.0 72.9 147.3 155.3 Depreciation 23.9 23.6 23.2 47.1 46.5 EBIT 50.6 45.4 49.7 100.3 108.8 Finance Cost 4.9 5.5 5.5 10.3 10.9 Profit before Tax 45.7 39.9 44.2 89.9 97.9 Exceptional Item - - - - - Tax 14.4 10.9 13.9 28.3 28.7 Profit after Tax 31.3 29.0 30.4 61.7 69.2 EPS (in Rs.) - Basic 2.60 2.36 2.48 5.08 5.61 Consolidated Balance Sheet Particulars (Rs. In Crores) Sep-26 Mar-26 Particulars (Rs. In Crores) Sep-26 Mar-26 Non-Current Assets 2,266.6 2,152.2 Equity 1,963.3 1,934.4 Property Plant & Equipment 1,263.9 1,274.0 Equity Share Capital 24.7 24.7 Capital Work in Progress 120.5 71.5 Other Equity 1,938.6 1,909.7 Right of Use Assets 119.1 109.2 Non-Controlling Interest (2.5) (1.4) Intangible Assets 0.1 0.0 Non-Current Liabilities 373.5 [Showing first 8,000 characters — download PDF for full document]