Fairchem Organics Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Fairchem Organics reported Q4 revenue of INR 1208 Mn, down 24.8% YoY but up 6.3% QoQ, with EBITDA at INR 44 Mn (3.6% margin) and PAT of INR 6 Mn (0.5% margin). FY25 revenue fell 13.5% YoY to INR 5,379 Mn, EBITDA dropped 36.1% to INR 428 Mn, and PAT declined 45.7% to INR 220 Mn due to margin pressure from raw material costs and customs duty. Domestic sales dominate at 91.4%. Management is optimistic on Isostearic Acid export volume growth from H1 FY26, leveraging strong customer relationships, cost benefits from vegetable oil by-products, and green manufacturing focus despite current margin challenges.