Laxmi Organic Industries Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Laxmi Organic reported Q2 FY26 revenue declined 9% with EBITDA at ₹37 Cr (down from ₹74 Cr YoY) and PAT at ₹11 Cr. Specialty segment revenue fell 20% due to an agrochemical product phase-out, market price moderation, and deferred orders expected in H2. Essentials revenue declined 5% but volumes were stable. Gross margin stood at 33.1%.

Management is focused on productivity and cost discipline. Dahej Phase 1 is operational, Phase 2 by Q4 FY26. Fluorine project ramping up to 40-50% peak revenue this fiscal. Hitachi contract for SF6 replacement product is signed, with capex accommodated. The company is poised for growth with new capacities and strategic partnerships.