BSECompany Update7h ago · 27 Oct 2026, 03:31 pm

Please find attached herewith a transcript of audio recording of Earnings Con-call held on Friday, October 23, 2026 for the Unaudited Financial Results for the Quarter and Half Year Ended September 30, 2026

Fairchem Organics Ltd · 543252

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Fairchem Organics Ltd has announced its unaudited financial results for Q2 and H1 FY27, showing a 49.7% year-on-year increase in revenue from operations to Rs. 167 crores and a net profit of Rs. 10.2 crores for the quarter. For the half year, revenue from operations increased by 41.4% to Rs. 343 crores, with an EBITDA margin of 10.3% and a net profit of Rs. 21.2 crores.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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Fairchem Organics Ltd - 543252 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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FAIRCHEM ORGANICS LIMITED Registered Office & Works: 253/P and 312, Village – Chekhala, Sanand – Kadi Highway, Taluka : Sanand, Dist.: Ahmedabad – 382 115, GUJARAT, INDIA Phone ( Board Nos.): (02717) 687900, 687901, +91 90163 24095 E-mail : cs@fairchem.in C.I.N. : L24200GJ2019PLC129759 website: www.fairchem.in October 27, 2026 To, To, National Stock Exchange of India Department of Corporate Services Limited BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai 400 001 Mumbai 400051 Ourselves: BSE Scrip Code: 543252/NSE symbol: ‘FAIRCHEMOR’ Dear Sirs, Ref: - Regulation 30 read with Schedule III – Part A, Para A – Clause 15(b) of SEBI (LODR) Regulations, 2015 Sub: - Submission of Transcript of audio recording of Earnings Con-call on Unaudited Financial Results for the Quarter and Half Year Ended September 30, 2026 In furtherance to our letter dated October 12, 2026, we hereby submit, pursuant to Regulation 30 read with Schedule III, Part A, Para A Clause 15(b) of the SEBI (LODR) Regulations, 2015, a PDF file containing a transcript of audio recording of Earnings con- call held on Friday, October 23, 2026 for the Unaudited Financial Results for the Quarter and Half Year Ended September 30, 2026. We request you to take the same on your record. Thanking you, Yours faithfully, For, Fairchem Organics Limited Jatin Jain Company Secretary & Compliance Officer ACS - 24293 Encl: As above Fairchem Organics Limited Q2 and H1 FY27 Earnings Conference Call October 23, 2026 Moderator: Ladies and gentlemen, good day and welcome to Q2 and H1-FY27 Earnings Conference Call of Fairchem Organic Limited. hosted by Valorem Advisors. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing ‘*’ then ‘0’ on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Purvangi Jain with Valorem Advisors. Thank you and over to you, ma'am. Purvangi Jain: Thank you. Good afternoon, everyone and a warm welcome to you all. My name is Purvangi Jain from Valorem Advisors. We represent the Investor Relations of Fairchem Organics Limited. On behalf of the Company, I would like to thank you all for participating in the Company's earnings call for the 2nd Quarter of the Financial Year 2027. Before we begin, a quick cautionary statement. Some of the statements made in today's con call may be forward-looking in nature. Such forward-looking statements are subject to risks and uncertainties which could cause actual results to differ from those anticipated. Such statements are based on management's belief as well as assumptions made by and information currently available to the management. Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decisions. The purpose of today's Earnings Conference Call is purely to educate and bring awareness about the Company's Fundamental Business and Financial Quarter under review. I would now like to introduce the management team joining us on today's call. We have with us Mr. Nahoosh Jariwala – Managing Director and Chairman and Mr. Bhavesh Shah – Chief Financial Officer. Without any further delay, I would now like to hand the call over to Mr. Bhavesh Shah to begin with the financial highlights. Thank you and over to you, sir. Page 1 of 13 Bhavesh Shah: Yep, thanks Purvangi, and good afternoon, everyone. Welcome to the earnings call of Q2 and H1 FY27. For the quarter and review the revenue from operations was Rs. 167 crores reflecting 49.7% year-on-year increase from the corresponding quarter. EBITDA margin for the quarter was at 10.5%. The net profit stood at Rs. 10.2 crores. We have processed 12,200 tons of raw material and has sold 12,300 tons during the quarter. For the half year, under review the revenue from operations was 343 crores, reflecting an increase of 41.4% against the corresponding quarter. EBITDA for the half year was at Rs. 35.4 crores with the EBITDA margin of 10.3% and the Net Profit for the half year was Rs. 21.2 crores. We have processed 24,600 tons of raw material and has sold 25,800 tons during H1 FY27. I will now hand over the call to our Managing Director, Mr. Nahoosh Jariwala. Happy to take questions during -- question-and-answer session. Nahoosh Jariwala: Thank you, Bhavesh. As we enter the second half of Financial Year 2027, I want to share our operational perspective on the 2nd Quarter and the first half of the year as well as on the road ahead. Coming to our performance during the 2nd Quarter and the first half of financial ‘27, the business continued to benefit from the improved price realization, primarily reflecting lower raw material costs and higher prices of finished products. The domestic market environment remained supportive with lower imports of dimer acid helping improve the realization and supporting the Company's operating margins. Looking ahead, while we remain mindful of uncertainties arising from the ongoing Middle East crisis and broader global macroeconomic environment, we are cautiously optimistic about the outlook for the remaining part of the year. The reduction in US tariffs along with the potential benefits from free trade agreements with UK, Europe and Union could provide a more favorable trade environment for us to export our products. Additionally, the recent reduction in import duty on Crude Soybean Oil from 16.5% to 11% is expected to improve raw material availability. We believe that better availability of key inputs combined with supporting domestic market conditions could help us enhance our capacity utilization over the course of the year. We will continue to closely monitor developments in global trade, raw material markets and import competition as we navigate the coming two quarters. With that, I open the floor for a question-and-answer session. Page 2 of 13 Moderator: Thank you so much, sir. First question comes from the line of Riddesh Ram Gandhi with Discovery Capital. Please go ahead. Riddesh Ram Gandhi: Hi, sir. Just wanted to understand this reduction in import duty. What kind of impact do we see it happening on margins? Because I think on some of the earlier calls, we had spoken of a potential 8% margin hit because of this inverse duty. Now that it's been reduced, what are the sort of benefits, and will we see this immediately from Q3 or is there inventory that we have where we can see the implications on Q4? Nahoosh Jariwala: Basically, the reduction in duty on Crude Soybean Oil will help the refiners to process higher quantities of soybean oil in comparison with the palm oil, based on which the raw material availability for us will improve substantially. And that is the main reason. Once the raw material availability improves, obviously there will be some reduction in the prices also. So that's the advantage what we will get. Riddesh Ram Gandhi: So how can we actually quantify this? How much do we expect? And look, we have obviously seen a new run rate starting from Q1 of this year. Just wanted to understand, is this now the new base run rate which we see, based on which we expect to grow? And how much would be the implication? Nahoosh Jariwala: Yes, you can say that it is the new run rate. Basically, we suffered and we were saying time and again that we suffered badly because of the 27% duty on the crude oils, which made our raw materials too expensive. That's the reason and once the reasonableness has started coming in, we have started improving. We have not lost market share. There's nothing negative about the thing. It was only the raw material costs had gone up substantially. Riddesh Ram Gandhi: But is that already in your numbers of H1 or do we potentially see further savings happening i [Showing first 8,000 characters — download PDF for full document]