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
✦ AI Summary▲ PositiveResults
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
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