ACUTAAS CHEMICALS - Earnings going to accelerate - 25% upside

⚡ ACUTAAS CHEMICALS — Earnings Inflection Play 🧪 Business: High-value specialty/pharma intermediates + CDMO, now expanding into battery chemicals and semiconductor chemicals; these newer verticals are being built as future growth engines. 📈 Earnings: Q1 FY27 revenue +59.1%, EBITDA +122.1% and PAT +70.4%; EBITDA margin expanded to 34.3% from 24.6%. 🚀 Catalyst: Commercial battery-chemical supplies have started; CDMO pipeline targets ₹1,000Cr by FY28, while four validated products could each contribute ₹50–100Cr annually at peak. 🎯 Management: Reaffirmed 25% FY27 revenue-growth guidance with stable margins; battery chemicals are expected to ramp toward full capacity over ~3 years, while semiconductor revenue is expected from FY28.