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Acutaas Chemicals (Ami Organics) Top notch quarter once again. Strong margin expansion👌👌 Revenue guidance maintained, but EBITDA margin guidance revised upward to 28-30% 👍 Working capital days improved to 100 days from 128 days QoQ. Disclaimer - Not a buy/sell view. #Acutaas #AmiOrg #Q2Results #Q2FY26

Acutaas Chemicals is reducing costs and gaining an advantage by using modern chemical manufacturing methods, especially Flow Chemistry, at a time when Europe is losing these capabilities. So this is about Cost advantage and Technology shift. Why Indian chemical companies are gaining and Why Europe is losing ground First part - Cost Advantage explained simply What problem exists in chemicals? Making chemicals is Expensive, Energy heavy, Uses many solvents, Creates pollution. Depends on imported raw materials. If you do it the old way, costs stay high. What Acutaas Chemicals is doing differently? 1) Using new technology - They use cutting-edge technologies. Newer, More efficient, Less waste, Lower cost. This helps them make the same product cheaper. 2) Raw materials sourced in India - They buy most raw materials domestically, not from abroad. This means - Lower transport cost, Less currency risk, Fewer supply chain shocks, More stable pricing. So costs do not swing wildly. 3) Shift to Flow Chemistry (very important) What is Flow Chemistry in simple words? Traditional chemistry - Chemicals sit in big tanks. Batch by batch. Stop → clean → restart. More waste, More solvent, More energy. Flow Chemistry - Chemicals move continuously through pipes, Like water flowing in a pipeline, No stop-start, Precise control, Faster reactions Why Flow Chemistry is powerful? Flow Chemistry - Uses less solvent, Uses less water, Uses less electricity, Produces less waste, Gives higher output from same input Is safer for dangerous reactions. So, Cost goes down. Efficiency goes up. Environment damage goes down This is why it is both Cheaper, Greener. Because of this shift They stay low-cost leaders, They look environmentally responsible, They become more competitive globally. This is structural advantage. Second part - Europe losing key technologies What Europe has done wrong? Europe - Tight environmental rules, High energy costs, High labor costs, Strict safety regulations Because of this, many chemical technologies are no longer viable in Europe. Technologies Europe has lost or outsourced Totally or partially lost from Europe. Flow Chemistry - Europe used to lead, Now manufacturing is moving out, India and Asia are taking over Fluorination (very important) Very dangerous chemistry, Needs special handling, Environmental risks, Hard to get approvals in Europe. So companies cannot find GMP manufacturers easily in Europe. Result - Outsourced to countries like India, Fermentation, High energy usage, High water consumption, Cooling costs, Environmental issues, Europe made it too expensive to run. Chlorination - Produces toxic waste, Strong environmental opposition, High compliance cost. So it is being shut down or moved out. Still present but critical - Nitration Extremely hazardous, Explosive nature, Needs strict control, Expensive compliance, Even though present, Europe struggles to scale it. Why this matters for India and Acutaas Because Europe pulled back - Global pharma still needs these chemicals, Someone has to make them. India stepped in Acutaas Has the technology, Uses Flow Chemistry, Can do dangerous chemistries safely, Has lower costs, Has fewer regulatory bottlenecks So, Business flows to India, Margins improve, Global customers shift suppliers This is not just one company story. This shows - Regulation pushed manufacturing out of Europe. Technology + cost discipline brought it to India. Flow Chemistry is becoming a moat. Environmental compliance + efficiency can coexist India is not winning by cutting corners. India is winning by changing the process itself. Europe regulated itself out of chemistry. India redesigned the process and took the business.