Fairchem Organics Limited — PPTs, 13-11-2024: Investor Presentation

**Financial Highlights:**

For H1-FY25, Fairchem Organics reported revenue from operations of INR 3,035 Mn, experiencing a slight decline of 3% year-on-year. EBITDA was up to INR 305 Mn, with improved EBITDA margins of 10.05%, an increase of 94 Bps from the previous year. Profit after tax also rose to INR 179 Mn, yielding a PAT margin of 5.90%.

**Strategic Initiatives and Growth Drivers:**

The company completed a raw material throughput capacity expansion to 120,000 MTPA and is focusing on value-added products, particularly Isostearic Acid, with commercial sales already established.

**Business Developments:**

Fairchem continues to be the sole manufacturer of Isostearic Acid in India and is actively exporting this product to various international markets.

**Market Position and Competitive Advantage:**

Fairchem holds a leading position in the Indian oleo-chemical industry, leveraging a unique processing method that utilizes by-products from vegetable oil refining. The emphasis on sustainability and green manufacturing practices enhances its competitive edge.

**Investor Implications:**

Despite facing challenges such as a 15.6% decline in finished goods sales volume compared to the last quarter, the company's solid financial metrics, strategic growth initiatives, and established market position suggest a positive outlook with potential growth opportunities, especially in the value-added segment.