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Earnings Call

Laxmi Organic Industries Earnings Call: Key Takeaways

Laxmi Organic Q4FY26 revenue grew 9% sequentially with margin improvements, despite a 6% YoY revenue decline for full-year FY26 due to deflationary pressures and feedstock volatility.

Why this was an Alfa AlertNot a filter event. Management reported revenue degrowth for FY26 and met internal targets for Lote fluorination setup.
Highlights
Revenue growth9% sequential growth in Q4FY26; 6% degrowth in FY26.
MarginsSequential improvements in Q4; FY26 under pressure from deflation.
Order bookManagement reports a good order book entering FY27.
Demand visibilityStable in Industrial Solutions; spiking in March for Pharma/Packaging.
Management confidenceConfident in FY27 growth via new Dahej and Hitachi capacities.

Growth

Q4FY26 revenue up 9% QoQ; FY26 revenue degrown 6% YoY. Specialties segment revenue dropped 18% YoY.

Outlook

Dahej Phase 2 operations starting Q1FY27; Hitachi project Q3FY27; new CFO Amit Jain joining June 16.

Risks

Logistics costs doubled; acetic acid price spikes; Middle East conflict impacting feedstocks like methanol.

Source

Earnings Call filed with BSE, NSE: LXCHEM. Summary written with AI assistance from the document.

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Laxmi Organic Industries Ltd: key numbers

Share price
₹181.42
Market cap
₹5,042 Cr
Revenue (annual)
₹2,847 Cr
Net profit (annual)
₹79.36 Cr
P/E (TTM)
40.1×Sector 37.5×
Promoter holding
69.34%-0.01% QoQ
FII holding
0.69%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:57 IST BSE
Management Change

Laxmi Organic Industries Management Change

Laxmi Organic Industries announced the resignation of Dr. Rajan Venkatesh as MD & CEO and the appointment of Mr. Harshvardhan Goenka as his successor, effective November 2026.

20:18 IST BSE
Financial Results

Laxmi Organic Industries Q1 FY27 Results: Net Profit ₹67.7 Cr, Up 216.4% YoY

Laxmi Organic Industries Ltd reported revenue from operations of ₹968.3 Cr (+39.7% YoY) and net profit of ₹67.7 Cr (+216.4% YoY) for Q1 FY27.

Key figure
Net profit ₹67.7 Cr · +216.4% YoY