BSECompany Update5d ago · 30 Jul 2026, 04:23 pm
Please find attached herewith transcript of Earning''s Con-Call held on Tuesday, July 28, 2026 for the Unaudited Financial Results for the Quarter Ended June 30, 2026
Fairchem Organics Ltd · 543252
✦ AI Summary▲ PositiveResults
Fairchem Organics Ltd. has announced its unaudited financial results for the quarter ended June 30, 2026, with revenue from operations at Rs. 176 crores, a 34.4% year-on-year increase. EBITDA for the quarter was Rs. 18 crores with an EBITDA margin of 10.14%. The net profit for the quarter was Rs. 10 crores.
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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
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
TAI RC H EM Phone ( Board Nos.): (02717) 687900, 687901, +91 90163 24095
E mail: cs@fairchem.in
A PAIIFAX COMPANY
C.l.N.: L24200GJ2019PLC129759 website: www.fairchem.in
July 30, 2026
To, To,
National Stock Exchange ofIndia Department ofCorporate Services
Limited BSE Limited
Exchange Plaza, Plot No. C/i, G Block, Phiroze Jeejeebhoy Towers,
Bandra Kurla Complex, Dalal Street,
Bandra (East), Mumbai 400 001
Mumbai 400051
Ourselves: BSE Scrin Code: 543252/NSE symbol: ‘FAIRCHEMOR’
Dear Sirs,
Ref: Regulation 30 read with Schedule Ill Part A, Para A Clause 15(b) ofSEBI
- - -
(LODR~ Regulations. 2015
Sub: Submission of Transcrint of audio recording of Earnings Con-call on
Unaudited Financial Results for the Ouarter Ended lune 30.2026
In furtherance to ourletterdated July 14,2026, we hereby submit, pursuantto Regulation
30 read with Schedule Ill, 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
Tuesday, July 28, 2026 for the Unaudited Financial Results forthe Quarter Ended June 30,
2026.
We request you to take the same on your record.
Thankingyou,
Yours faithfully,
F~or Fairchem Orgfanics Limlited
Jatinjain
Company Secretary & Compliance Officer
ACS 24293
End: As above
Fairchem Organics Limited
Q1 FY’27 Conference Call
July 28, 2026
Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY2027 conference call of Fairchem
Organics Ltd. 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 this conference call, please signal an operator by pressing
“*” then “0” on your touch-tone phone. Please note that this conference has been recorded. I
now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you and
over to you ma'am.
Purvangi Jain: Thank you. Good evening, everyone and a warm welcome to you all. My name is Purvangi Jain
from Valorem Advisors.
We represent the investor relations of Fairchem Organics Ltd. On behalf of the company, I
would like to thank you all for participating in the Company's Earnings Call for the 1st Quarter
of the Financial Year 2027.
Before we begin, a quick cautionary statement:
Some of the statements made in today's conference 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 you to 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.
Page 1 of 16
Without any delay, I would like to hand over the call to Mr. Bhavesh Shah to begin with the
financial highlights. Thank you and over to you, sir.
Bhavesh Shah: Thanks, and good afternoon, everyone. Welcome to the Earnings Call for Q1 FY 2027 for the
quarter under review.
The revenue from operations was at Rs. 176 crores reflecting a 34.4% year-on-year increase
compared to the corresponding quarter last year. EBITDA for the quarter was Rs. 18 crores with
EBITDA margin of 10.14%. The net profit for the quarter was Rs. 10 crores. We have processed
12,400 tonnes of raw material and have sold 13,500 tonnes during the quarter. Happy to
answer any queries. With this, I will hand over the call to our Managing Director, Mr. Nahoosh
Jariwala.
Nahoosh Jariwala: Thank you, Bhavesh. Good evening, everyone. As we begin FY 2027, I want to share our
operational perspective on the quarter and the road ahead.
The quarter has started on a strong note. Our revenues from operations have grown. Basically,
they have been driven primarily by higher price realization on account of elevated raw material
costs as well as lower imports amid ongoing supply chain constraints.
I am pleased to note that our EBITDA margins have also further improved to more than 10%
during the quarter, supported by better realization in domestic markets as import pressure
continues to ease. On the external environment, while we remain watchful of the evolving
macroeconomic situation, including the uncertainty arising out of ongoing Middle East crisis,
we continue to be consciously optimistic about the trajectory ahead. The recently concluded
India-UK Free Trade Agreement and the expected implementation of India-EU Free Trade
Agreement favorable tariff developments with the US and recent depreciation of Indian Rupee
are expected to strengthen our export competitiveness and support improved capacity
utilization over the course of the year.
With that, I open the floor for question-and-answer session.
Moderator: Thank you very much. We will now begin the question-and-answer session. Ladies and
gentlemen, we will wait for a moment while the question queue assembles. The first question
is from the line of Shlok Patel from ZenFlow Research. Please go ahead. Hi.
Shlok Patel: Thanks for the opportunity. Just a couple of questions. Can you share the revenue mix for Q1
FY27?
Bhavesh Shah: The revenue was Rs. 176 crore of which around 30% was dimer acid, 42% was linoleic acid,
Isostearic acid was 4% and rest 24% is other by-products.
Shlok Patel: Can we expect similar revenue and margin run rate for rest of the three quarters?
Page 2 of 16
Nahoosh Jariwala: Yes. Looking at the current situation, we feel we will be able to maintain.
Shlok Patel: And just about the Isostearic acid ramp-up, how are we expecting the ramp-up for Isostearic
acid for next 1-2 years?
Nahoosh Jariwala: I mean in next 1-2 years, we will reach more than 80% capacity utilization.
Shlok Patel: Yes. Okay. Thanks. That's it from my side.
Moderator: Thank you. The next question is from the line of Shivam Gupta from Trinetra Asset Managers.
Please go ahead.
Shivam Gupta: I wonder whether the company has historically benefited from its integrated sourcing model.
Beyond raw material prices, are there any structural initiatives underway that can further
strength your cost advantage over global peers?
Nahoosh Jariwala: Last year, we had undertaken major energy conservation exercise whereby we have been able
to reduce our power consumption by more than 30% and our solid fuel consumption also by
more than 35%. So, that is one major exercise we have undertaken. We continuously do time
and motion study so that no excess manpower is created in the organization. And at the same
time, now we have started working on the catalysts and the consumables what we have been
using, trying to stabilize our work with different types of catalysts whereby the consumption
and the value both goes down.
Shivam Gupta: Okay, sir. My second question is, as global customer increasing, look to diversify their supply
chains. Yes, it has. Are you witnessing any meaningful increase in enquiry for customers seeking
alternative to existing supplies?
Nahoosh Jariwala: Yes, in fairly large number.
Shivam Gupta: Can you tell numbers?
Nahoosh Jariwala: Around 7 to 8 big customers.
Shivam Gupta: Okay, sir. Thank you. That's it from my side. Thank you.
Moderator: Thank you. The next question is from the line of Sajal Kapoor from Antifragile Thinking. Please
go ahead.
Sajal Kapoor: Yes, thank you for taking my question. Sir, I would like to start with our gross margins. If you
look
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