In Week of Mar 28, 2026, Acutaas Chemicals Ltd (Pharma - API & CRAMS) is outperforming Nifty 500 with +65.6% relative strength. Fundamentals: Average. On a 9-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: 220 MT electrolyte capacity now operational with 85% utilization, expected to reach full capacity by Q1 FY27
Impact: +₹350 Cr revenue
“Capex for 9 month period stood at ₹143 cr primarily directed towards Jhagadia site for battery chemical project”
What: Pilot plant operational in Q4 FY26 with commercial production expected by Q2 FY27
Impact: +₹200 Cr revenue
“We have established joint ventures in South Korea for semiconductor chemicals business which is in early stages but has high margin potential”
What: CDMO business driving 46.8% YoY growth in pharma intermediates with 57% gross margins
Impact: +₹150 Cr revenue
“Advanced Pharmaceutical Intermediates segment delivered revenue of ₹351.1 cr in Q3 FY26, reflecting 46.8% YoY growth primarily driven by our CDMO business”
Earnings deceleration risks from management commentary
Trigger: If ramp-up takes >6 months longer than planned
Impact: -1500 bps margin impact
Management view: These three verticals are expected to operate as independent, self-sustaining growth engines by FY2028
Monitor: Capacity utilization at Jhagadia site
Trigger: If working capital days increase above 120
Impact: -300 bps margin impact
Management view: Working capital for the quarter improved to 111 days
Monitor: Debtor days trend
Key quotes from recent conference calls
“Revenue from operations for the quarter reached ₹393.2 cr representing 43% growth YoY — CFO, Binai”
“Gross margin expanded by 173 basis points YoY to 57%. Gross margin was driven by improved product mix — CFO, Binai”
“Based on the strength of our current order book we are revising our revenue guidance upward to approximately 30% growth for FY26 — CEO, Naresh Patel”
“Battery chemical project at Jhagadia site is now operational with 85% capacity utilization — CEO, Naresh Patel”
Forward-looking targets from management for FY26
Revenue Growth Target
30%
Implied PAT Growth
35%
OPM Guidance
32%
Capex Plan
₹370 Cr
Key Milestones
• Jhagadia facility full ramp-up by Q1 FY27
• Semiconductor chemicals commercial production by Q2 FY27
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +43% | +25% | Stable |
| PAT (Net Profit) | +136% | +31% | Stable |
| OPM | 38.0% | +1300 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Acutaas Chemicals Ltd's latest quarterly results (Dec 2025) show
Acutaas Chemicals Ltd's profit is growing with an stable trend.
Acutaas Chemicals Ltd's revenue growth trend is stable.
Acutaas Chemicals Ltd's operating margin is volatile.
Acutaas Chemicals Ltd's long-term compounding rates
Acutaas Chemicals Ltd's earnings growth is stable with mixed signals on a sequential basis.
Acutaas Chemicals Ltd's trailing twelve month (TTM) performance
Acutaas Chemicals Ltd appears significantly overvalued based on our fair value analysis.
Acutaas Chemicals Ltd's current PE ratio is 72.6x.
Acutaas Chemicals Ltd's current PE is 72.6x.
Acutaas Chemicals Ltd's price-to-book ratio is 14.7x.
Acutaas Chemicals Ltd is rated Average with a fundamental score of 43/100. This score is calculated from objective financial metrics
Acutaas Chemicals Ltd has a debt-to-equity ratio of N/A.
Acutaas Chemicals Ltd's return ratios over recent years
Acutaas Chemicals Ltd's operating cash flow is positive (FY2025).
Acutaas Chemicals Ltd's current dividend yield is 0.06%.
Acutaas Chemicals Ltd's shareholding pattern (Dec 2025)
Acutaas Chemicals Ltd's promoter holding has remained stable recently.
Acutaas Chemicals Ltd has been outperforming Nifty 500 for 9 consecutive weeks, indicating consistent outperformance.
Acutaas Chemicals Ltd is a re-entry — it briefly dropped off the outperformance list but has now returned. Re-entries can signal renewed strength.
Acutaas Chemicals Ltd has 3 key growth catalysts identified from recent earnings analysis
Acutaas Chemicals Ltd has 2 key risks worth monitoring
In Q3 FY26, Acutaas Chemicals Ltd's management highlighted
Acutaas Chemicals Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Acutaas Chemicals Ltd may be worth studying
Acutaas Chemicals Ltd investment thesis summary:
Acutaas Chemicals Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
