Fairchem Organics Limited — PPTs, 14-12-2024: Investor Presentation

**Financial Highlights:** Fairchem Organics reported total revenue of ₹3,035 Mn for H1-FY25, with EBITDA of ₹305 Mn, translating to an EBITDA margin of 10.05%. In October 2024, the company earned ₹479 Mn in revenue and ₹64 Mn in EBITDA, with an improved EBITDA margin of 13.49% for the month.

**Strategic Initiatives and Growth Drivers:** The company has successfully completed raw material throughput capacity expansion to 120,000 MTPA and has announced additional plans to scale up production for Isostearic Acid, tapping into high-demand international markets.

**Business Developments:** Fairchem is focusing on diversifying its customer base, reducing reliance on a few key clients, and expanding its Dimerization capacity in response to positive market feedback for its products.

**Market Position and Competitive Advantage:** The company is positioned as a leading manufacturer of several key oleo chemicals in India, benefitting from low-cost raw materials and a strong R&D focus. Its sustainable practices provide a competitive edge in the growing green chemical market.

**Investor Implications:** Given its robust growth trajectory and innovative capacity expansions, Fairchem offers a positive outlook for investors despite facing challenges from recent regulatory changes affecting raw material costs. The company's emphasis on ESG initiatives strengthens its brand value and could appeal to socially responsible investors.