| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 34.4% YoY growth driven by higher pricing and pricing power. |
|---|---|
| Margins | Margins improved to 10.1% due to reduced Chinese competition. |
| Demand visibility | Positive trends in paint and cosmetic sectors; domestic demand stabilizing. |
| Management confidence | Cautiously optimistic, focusing on capacity utilization and domestic market strength. |
Growth
Revenue grew 34.4% YoY primarily due to higher pricing; EBITDA margins improved to 10.1% as import pressure eased.
Outlook
Targeting 100% capacity utilization; aiming for 5-7% quarterly volume growth to reach 20% by year-end.
Risks
Heavy dependence on Chinese dumping levels, geopolitical supply chain constraints, and raw material cost pass-through risks.
Last quarter's promises, checked
Delivered
- Guided Q4 EBITDA recovery → delivered 6.9% vs 3.6% YoY (= BEAT)
- Targeted Q4 volume 10,500 tonnes → delivered 10,500 tonnes (= BEAT)
- Guided commissioning of new plant in Q2 → on track for launch (= BEAT)
Partly delivered
- Targeted 8% EBITDA margin → delivered 6.9% in Q4 and 10.1% in Q1 FY27 (= PARTIAL)
Missed
- Guided FY26 revenue recovery → delivered 14.5% decline (= MISS)
- Guided FY26 volume 54k tonnes → delivered 44k tonnes (= MISS)
Earnings Call Transcript filed with BSE, NSE: FAIRCHEMOR. Summary written with AI assistance from the document.
Fairchem Organics Ltd: key numbers
- Share price
- ₹690.45
- Market cap
- ₹899.0 Cr
- Revenue (annual)
- ₹459.6 Cr
- Net profit (annual)
- ₹5.54 Cr
- P/E (TTM)
- 37.8×Sector 35.5×
- Promoter holding
- 63.26%+0.00% QoQ
- FII holding
- 6.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Fairchem Organics Board Meeting Date
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Fairchem Organics Other Announcement
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