Fairchem Organics Limited — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Fairchem Organics reported Q1 FY26 revenue of INR 131 Cr (+8.5% QoQ, -21% YoY), with EBITDA at INR 5 Cr (3.97% margin) and PAT at INR 1.2 Cr (doubled sequentially). Volume growth drove revenue, and power/fuel savings helped margins despite high raw material costs. The Dimer Acid segment faces pressure from Chinese dumping and elevated global vegetable oil prices. Management is optimistic about Isostearic Acid, expecting export growth. Initial trials for a new, lower-cost domestic raw material are positive, aiming for November clarity. Despite market challenges, the company remains confident in its long-term strategy.