Acutaas Chemicals (ACUTAAS) Q4 25/26 earnings summary

Executive summary

• Achieved record annual revenue of INR 1,339 crore (Rs. 13,394 million) and highest ever PAT of INR 356 crore (Rs. 3,564 million) for FY26, reflecting strong business execution and diversified growth across verticals.

• Q4 FY26 revenue from operations reached INR 432.8 crore (Rs. 4,328 million), up 40.3% YoY, with the highest-ever PAT margin of 31%.

• Board approved audited standalone and consolidated financial results for FY26 with unmodified audit opinions from statutory auditors.

• Final dividend of Rs. 2.5 per equity share (50%) recommended, subject to shareholder approval.

• Strategic focus on building a multi-vertical chemicals company, with significant progress in battery chemicals, semiconductors, and pharmaceutical intermediates.

Financial highlights

• FY26 revenue grew 33% YoY to INR 1,339.4 crore (Rs. 13,394 million); EBITDA doubled to INR 480.4 crore (Rs. 4,804 million); PAT more than doubled to INR 356.4 crore (Rs. 3,564 million).

• Q4 FY26 EBITDA rose 116% YoY to Rs. 1,835 million, with EBITDA margin at 42.4%; gross margin for Q4 FY26 was 62%.

• Consolidated net profit for FY26 was Rs. 35,625.53 lakhs, up from Rs. 15,871.36 lakhs in FY25; basic EPS (consolidated) for FY26 was Rs. 43.51.

• Net cash and cash equivalents stood at INR 198.3 crore (Rs. 2,156 million) as of March 31, 2026.

• Other income contributed Rs. 416 million in FY26, supporting profit growth.

Outlook and guidance

• Guiding for 25-28% revenue growth in FY27, supported by strong order book and long-term contracts in CDMO and battery chemicals.

• Expecting similar EBITDA margin in FY27 as FY26, driven by stable product mix and margin-accretive new launches.

• Multi-vertical model to drive sustained growth, with battery chemicals and semiconductors expected to become self-sustaining by FY28.

• Board confirmed ongoing focus on custom synthesis and specialty chemicals for pharma and related sectors.