Acutaas Chemicals: Profit mein toofani tezi! Revenue **43%** bhaga, FY26 Guidance bhi tagda revise

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AuthorRiya Kapoor|Published at:
Acutaas Chemicals: Profit mein toofani tezi! Revenue **43%** bhaga, FY26 Guidance bhi tagda revise
Overview

Acutaas Chemicals ke liye Q3 FY26 results ekdum zabardast rahe! Revenue saal-dar-saal **43%** bhaag kar **₹393.2 crore** ho gaya aur margins bhi record level par pahunch gaye. EBITDA toh **133.7%** badh gaya aur PAT mein bhi **133.7%** ka zabardast spike dikha. Management ne toh FY26 ka guidance bhi significantly badha diya hai.

Achanak itna bada jump kaise? (The Numbers)

Acutaas Chemicals ne Q3 FY26 mein kamaal kar diya! Revenue 43% YoY growth ke saath ₹393.2 crore par pahunch gaya. Sirf revenue hi nahi, margins bhi ekdum solid ho gaye. Gross profit 76.1% YoY jump karke ₹224 crore ho gaya, jisse gross margins 57% ho gaye. EBITDA toh double se bhi zyada, 133.7% YoY badh kar ₹150.7 crore ho gaya, aur EBITDA margins 38.3% par aa gaye. Aur PAT? Woh bhi 133.7% YoY badh kar ₹106.2 crore ho gaya hai, jismein 27% ka PAT margin hai.

Pure nine months (9M FY26) ki baat karein toh revenue 29.8% YoY badh kar ₹906.6 crore ho gaya. EBITDA aur PAT dono pichhle saal ke comparison mein double se bhi zyada ho gaye hain, jo dikhata hai ki company operations ko kitne acche se manage kar rahi hai.

Yeh numbers itne acche kyun hain? (The Quality)

Company ne revenue badhane ke saath saath record high margins bhi achieve kiye hain. Iska matlab hai ki company apne products ke liye achha price charge kar pa rahi hai aur costs ko bhi control mein rakh rahi hai. PAT mein itna bada spike is baat ka ishara hai ki company operational leverage ka poora fayda utha rahi hai.

Aage kya plan hai? (The Grill)

Management kaafi upbeat hai aur unhone FY26 ke liye revenue growth guidance ko pehle wale 25% se badha kar ab 30% kar diya hai. Iska reason hai strong order book. Itna hi nahi, FY26 ke liye EBITDA margin guidance ko bhi 32-35% range mein upgrade kar diya gaya hai, jo pehle 28-30% tha. Ye revisions management ka confidence dikhate hain.

Naye business aur risks (Risks & Outlook)

Company ab alag-alag sectors mein bhi business expand kar rahi hai. Battery chemicals ke liye naya facility block ready ho gaya hai aur commercial operations Q1 FY27 se expect hai. Semiconductor chemicals segment bhi achha perform kar raha hai. Company ka target hai ki FY28 tak yeh naye verticals growth ke independent engines ban jayen.

FY26 ke liye total capital expenditure ₹220 crore ka plan hai, aur Indichem JV mein ₹130 crore invest kiye gaye hain. Company confident hai ki pichhle teen saal tak revenue growth 25% se upar maintain rahegi. Sabse badi chizon mein se ek hai ki yeh naye business segments successfully start ho payen aur competition ko bhi manage kiya ja sake.

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