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Fairchem Organics Limited Q2 FY26 earnings call summary

NSE: FAIRCHEMOR · BSE: 543252

Earnings call of 11 Nov 2025, summarised by AI from the filing.

Fairchem Organics Q2 FY26 revenue declined 20% YoY to ₹112 cr with EBITDA margin at 3.77%, as U.S. tariffs and Chinese competition pressured exports and margins.

Key takeaways

  1. Margin guidance EBITDA margin to be in double digits once raw material prices ease, U.S. exports revive, and animal feed product falls in line.
  2. Product mix shift Linoleic Acid share fell from 40% to 33%, Dimer Acid rose from 27% to 33% in Q2.
  3. Growth driver Animal feed product commercial supply expected from April-June 2026 quarter, subject to approvals.
  4. Key risk 50% U.S. tariff on certain Indian chemical products impacted export business and created near-term uncertainty.

Original filing on BSE

Fairchem Organics Limited Q1 FY27 results

As filed: Revenue ₹176 cr (+34% year on year), EBITDA ₹17.9 cr (+198% year on year), PAT ₹10.0 cr (+300% year on year), EBITDA margin 10.1% (+556 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹117 cr (−3% year on year), EBITDA ₹8.0 cr (+61% year on year), PAT ₹3.7 cr (+269% year on year), EBITDA margin 6.9% (+274 bps). Score 69 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it; profit growth was well above it. EBITDA margin rose 274 bps year on year. Share price after the results: −4.6% in 30 days (Nifty 500: −2.9%).
  • Q3 FY26: Revenue ₹100 cr (−12% year on year), EBITDA ₹4.2 cr (−54% year on year), PAT −₹0.1 cr (−87% year on year), EBITDA margin 4.2% (−373 bps). Score 37 of 100, Below trend. Revenue, EBITDA and profit before exceptional items growth were below the company's own trend. EBITDA margin fell 373 bps year on year. Revenue fell 11% from last quarter. Share price after the results: −8.4% in 28 days (Nifty 500: −4.1%).
  • Q2 FY26: Revenue ₹112 cr (−19% year on year), EBITDA ₹5.0 cr (−44% year on year), PAT ₹1.0 cr (−75% year on year), EBITDA margin 4.5% (−201 bps). Score 32 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin fell 201 bps year on year. Tax rate 100%. Revenue fell 15% from last quarter. Share price after the results: −6.5% in 28 days (Nifty 500: +1.3%).
  • Q1 FY26: Revenue ₹131 cr (−21% year on year), EBITDA ₹6.0 cr (−74% year on year), PAT ₹1.0 cr (−93% year on year), EBITDA margin 4.6% (−936 bps). Score 26 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin fell 936 bps year on year. Tax rate 0%. Share price after the results: −7.4% in 30 days (Nifty 500: +2.8%).
  • Q4 FY25: Revenue ₹121 cr (−25% year on year), EBITDA ₹5.0 cr (−75% year on year), PAT ₹1.0 cr (−92% year on year), EBITDA margin 4.1% (−829 bps). Score 21 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 829 bps year on year. Tax rate 100%. Profit fell 75% from last quarter. Share price after the results: +12.7% in 30 days (Nifty 500: +3.1%).
  • Q3 FY25: Revenue ₹114 cr (−23% year on year), EBITDA ₹9.0 cr (−55% year on year), PAT ₹4.0 cr (−67% year on year), EBITDA margin 7.9% (−562 bps). Score 23 of 100, Below trend. Revenue and profit growth were well below the company's own trend; EBITDA growth was below it. EBITDA margin fell 562 bps year on year. Revenue fell 18% from last quarter.
  • Q2 FY25: Revenue ₹139 cr (−9% year on year), EBITDA ₹9.0 cr (−47% year on year), PAT ₹4.0 cr (−60% year on year), EBITDA margin 6.5% (−471 bps). Score 6 of 100, Below trend. EBITDA margin fell 471 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 16% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Fairchem Organics Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.