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

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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 [Showing first 8,000 characters — download PDF for full document]