BSECompany Update4d ago · 5 Nov 2026, 09:20 pm

Laxmi Organic Industries Limited has submitted an Investor Presentation to discuss the performance for the Quarter, and half year ended September 30, 2026.

Laxmi Organic Industries Ltd · 543277

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Laxmi Organic Industries Ltd has submitted an Investor Presentation to discuss the performance for the Quarter and half year ended September 30, 2026, with highlights including strong double-digit volume and revenue growth, supply chain disruptions managed well, and higher realizations, cost pass-through, and operating leverage aiding strong margin growth.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Laxmi Organic Industries Ltd - 543277 - Announcement under Regulation 30 (LODR)-Investor Presentation

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November 5, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department, Exchange Plaza, Bandra Kurla Complex, 1st Floor, New Trading Ring, Bandra (E), Rotunda Building, P. J. Towers, Mumbai – 400 051 Dalal Street, Fort, Trading Symbol: LXCHEM Mumbai – 400 001 Scrip Code: 543277 Dear Sir / Madam, Sub: Presentation for Analyst / Institutional Investors’ meeting for the quarter ended September 30, 2026 Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Company has informed that it will hold an Investor & Analyst Meet to discuss performance for the quarter and half year ended September 30, 2026, on Friday, November 6, 2026, at 2:00 PM (IST). In this regard, please see the enclosed investor presentation for the aforementioned meeting. We request you to take this intimation on record. For Laxmi Organic Industries Limited Aniket Hirpara Company Secretary and Compliance Officer Encl.: A/a Geared to Win; Geared for Growth Investor Presentation – Q2 FY27 November 2026 www.laxmi.com Disclaimer This presentation and the accompanying slides (the “Presentation”), have been prepared by Laxmi Organic Industries Limited (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. Certain statements in this presentation concerning our future growth prospects are forward looking statements which involve a number of risks and uncertainties that could cause actual results to differmaterially from those in such forward- looking statements. The riskand uncertainties relating to the statements include, but are not limited to, risks and uncertainties regarding fiscal policy, competition, inflationary pressures and general economic conditions affecting demand / supply and price conditions in domestic andinternational markets. The Company does not undertake to update any forward -looking statement that may be made from time to time by or on behalf of the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. The Company does not make any promise to update/provide such presentation along with results to be declared in the coming quarters and years. LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Key Highlights – Q2 FY27 Markets remained volatile due to geopolitical disturbances, impacting feedstock prices and supply chain Strong double-digit volume and revenue growth across the portfolio Supply chain disruptions managed well to ensure timely material availability Higher realizations, cost pass-through and operating leverage aidedstrong margin growth despite higher energy and freight costs Ethyl Acetate capacity at Lote stabilized;new Diketene capacity at Dahej commissioned Laxmi Lote Site receives National Level Recognition - “HSE Team of the Year Award 2026” LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Financial Highlights Q2 & H1FY27 www.laxmi.com Consolidated Financial Highlights– Q2FY27 and H1FY27 Highest ever half-yearly Revenue and EBITDA ((iinn IINNRR MMnn..)) Revenue EBITDA* PAT* +47% +228% +285% 20,511 2,223 1,247 +55% 13,927 +191% +418% 10,827 1,080 570 6,997 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Gross Margin (%) EBITDA Margin (%)* PAT Margin (%)* 340 bps 600 bps 380 bps 470 bps 50 bps 360 bps 35.4% 10.8% 6.1% 33.1% 33.6% 32.0% 10.0% 5.3% 5.3% 4.9% 2.3% 1.6% Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 *Q2FY26 and H1FY26 EBITDA includes one-time supply chain redesign project expense INR 23 Mn (PAT INR 17 Mn) and INR 102 Mn (PAT 76 Mn) respectively. LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Consolidated Business Highlights – Q2FY27 and H1FY27 (in INR Mn.) Essentials Revenue Specialties Revenue +56% +26% 15,606 4,904 3,903 +61% +36% 10,024 8,341 2,486 1,831 5,166 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 EBITDA Contribution (in %) Specialties - • Delivered positive volumes and strong double-digit revenue and reported margin growths. 28% • Feedstock price increased could not be immediately passed on to contract customers • Ramp up of Dahej will lead to operating leverage H1FY26 H1FY27 Essentials - Delivered strong double-digit volume, revenue and margin growths driven by – 72% 74% • Commissioning of ETAC Capacity at Lote • Better price realizations due to timely pass through of cost inflation Essentials Specialties LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Consolidated Profit & Loss – Q2FY27 and H1FY27 (in INR Mn.) Particulars(Rs. Mn) Q2FY27 Q2FY26 Y-o-Y Q1FY27 Q-o-Q H1FY27 H1FY26 Y-o-Y Revenue from operations 10,827 6,997 54.7% 9,683 11.8% 20,511 13,927 47.3% COGS 7,188 4,679 6,057 13,245 9,473 -0 Gross Margin 3,639 2,318 56.9% 3,627 0.3% 7,265 4,454 63.1% Gross Margins (%) 33.6% 33.1% 50 bps 37.5% -380 bps 35.4% 32.0% 340 bps Employee Cost 532 461 -0 398 -0 931 870 -0 Power and Fuel 839 608 -0 766 -0 1,604 1,216 -0 Other Expenses 1,187 879 -0 1,320 -0 2,507 1,690 -0 Total Expense 2,559 1,948 31% 2,483 3% 5,042 3,776 34% EBITDA 1,080 371 191.3% 1,143 -5.5% 2,223 678 227.8% EBITDA Margin (%) 10.0% 5.3% 470 bps 11.8% -180 bps 10.8% 4.9% 600 bps Other Income 33 39 -0 34 -0 67 94 -0 Depreciation 269 198 -0 217 -0 486 370 -0 Finance Cost 98 57 -0 43 -0 141 106 -0 Profit before Tax 746 155 381.0% 918 -18.7% 1,663 297 460.2% Tax 175 45 -0 240 -0 416 (27) -0 PAT 570 110 417.6% 677 -15.8% 1,247 324 284.9% Q2FY26 and H1FY26 EBITDA includes one-time supply chain redesign project expense INR 23 Mn (PAT INR 17 Mn) and INR 102 Mn (PAT 76 Mn) respectively. LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 De-risking continues to Deliver Revenue from Top 10 Customers Exports continue to remain Relevant 30% 32% 36% 35% 23% 23% 70% 68% 64% 65% FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 Exports Domestic LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Capex Update – Dahej Inorganic Environmental Clearance (EC) - May’24 Bhoomi Pujan - May’24 Consent-to-Operate received Civil foundation Organic Consent-to- for production (first phase) completed. Other Establish – Jun’24 and commercial delivery activities progressing on started schedule. Q1 Q2 Q3 QQ31 FY27 FY25 FY25 FY25 FFYY2266 FY26 Public hearing EC and Factory Licence Received Provisional completed – Jul’24 received Consolidated Consent & Authorization from Gujarat Civil Foundation Pollution Control Board work – Jul’24 Q2 - Chemical Charging Weigh bridge calibrated and ready Q3 - Stabilization & Customer for operations Qualification Q4 – Ramp up LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Looking Ahead Continued volatility across the broader operating environment Intensified focus on Customer engagement and Long-term partnerships Stabilisation and Ramp-up of Dahej Phase II Commissioning of Project Vaayu Expanding green energy base LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 Company Overview www.laxmi.com Laxmi Organic Industries Ltd. – A Leading Indian Chemical Company Essentials BU - Lean & Reliable Specialties BU - World Class Technology Supplier serving diverse industries platforms with strong development capabilities serving diverse industries Emphasis on Development, Quality, and ESG. Large Scale Operations (400 kT+), Responsible Care certified by ICC Current Asset Base ~ INR 21000 Mn and Together for Sustainability Score of 87% R&D Strength of 65+ Became a Public Listed employees Company in March 2021 ~INR 28500 Mn [Showing first 8,000 characters — download PDF for full document]