• Type of Event: This was a post-results earnings conference call held to discuss the financial results for the quarter and half year ended September 30, 2026 (Q2 & H1 FY27).
  • Date and Time: The call was held on November 03, 2026. A specific time and time zone were not disclosed in the transcript.
  • Purpose: The stated purpose was to discuss the company's Q2 and H1 FY27 financial results, provide an operating commentary on each business, and give an overview of strategic initiative execution.
  • Earnings Timing: The call was held after the earnings announcement, as referenced by the intimation dated October 28, 2026.
  • Management Participants: The management team on the call included Mr. Rampraveen Swaminathan (Managing Director), Mr. R. Natarajan (Chief Financial Officer), and Mr. Rajeev Kumar (Deputy General Manager Finance & Strategy). Members of the finance team and SGA, the Investor Relations Advisors, were also present.
  • Availability of Materials: The results and an investor presentation were made available on the company's website (www.archeanchemicals.com) and stock exchange websites prior to the call. The transcript itself was filed with the exchanges and will be made available on the company website.
  • UPSI Statement: The document is a compliance filing containing the transcript of the already-held call. No specific statement regarding unpublished price sensitive information (UPSI) is made in this transcript.

Financial & Operational Highlights from the Call:

  • The financial period discussed was Q2 and H1 FY27 (quarter and half year ended September 30, 2026).
  • Standalone Q2 FY27 Performance: Total income was INR 305.4 crores (up 32% YoY). EBITDA was INR 89.3 crores (up 17.5% YoY). Profit After Tax (PAT) was INR 43.2 crores (up 12.2% YoY). The business mix was 55% industrial salt, 44% bromine, and 1% SOP. Exports comprised 79% of revenue.
  • Standalone H1 FY27 Performance: Total income was INR 637.4 crores (up 21.8% YoY). EBITDA was INR 173.2 crores (flat YoY).
  • Consolidated Q2 FY27 Performance: Total income was INR 301.6 crores (up 26% YoY). EBITDA was INR 74.5 crores (up 8% YoY). PAT was INR 31.3 crores (up 8% YoY).
  • Consolidated H1 FY27 Performance: Total income was INR 634.4 crores (up 17.4% YoY). EBITDA was INR 147.3 crores (down 5.2% YoY).
  • Segment-wise Performance:
  • Industrial Salt: Q2 revenue was INR 161 crores (up 9% YoY). Volumes were 812,000 tons (down 9% YoY) due to customer deferrals. Logistics costs were high due to road construction diversions, which were completed in early October 2026.
  • Bromine: Q2 revenue was INR 127 crores (up 76% YoY). Volumes were 4,100 tons (up 29% YoY). Production was impacted by 7-8% downtime due to unscheduled power cuts. The debottlenecking program is on schedule to achieve a 25,000-ton run rate next year.
  • Derivatives (Acume): Q2 revenue was INR 36 crores (up 81% YoY). Volumes were 2,115 tons (up 56% YoY). The business reported an EBITDA loss of ~INR 1 crore for the quarter due to an unfavourable product mix and one-time costs, but was EBITDA positive for H1.
  • Strategic Updates:
  • SiCSem (Semiconductor Project): Civil work has commenced in Odisha. The Environmental Clearance (EC) was received in mid-October 2026. The total project cost is estimated at ~$240 million, with Archean to invest INR 1,000-1,100 crores, largely funded through debt. The construction timeline is 18-24 months.
  • Sulphate of Potash (SOP): Full-year volume guidance was revised down to 3,500-4,000 tons from 9,000-10,000 tons due to trial delays and feedstock issues. Q2 volume was 444 tons.
  • Brine Field Expansion: An additional 4,000 hectares of brine field is expected to be operational by end-Q3 or early-Q4 FY27.
  • Offgrid Energy: The zinc bromide battery pilot plant is operational, and REACH certification for supplies is complete.

Additional Notes Section

  • This document is the submitted transcript of the earnings call. The original audio recording was uploaded to the stock exchange on November 03, 2026, and will prevail in case of any discrepancy with the transcript.
  • The transcript contains detailed financial figures and extensive management commentary from the Q&A session with analysts.
  • No attachments (e.g., investor deck) were mentioned as part of this specific filing; they were referenced as being available on the company website.