Fairchem Organics Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Fairchem Organics faced a challenging Q2 & H1 FY26. Q2 revenue declined 20% YoY to INR 112 Cr, with EBITDA at INR 4 Cr (3.77% margin) and PAT at INR 0.8 Cr (0.72% margin). Headwinds include US tariffs impacting Dimer Acid exports, aggressive Chinese competition, firm raw material costs, and weak domestic paint demand. New animal feed product trials are expected by Q4 FY26, targeting commercialization by Q1 FY27, subject to regulatory approvals. Management announced Bhavesh Shah will be the new CFO and Jatin Jain the Company Secretary. The company is focusing on operational efficiency and new products, aiming for double-digit margins next fiscal year if trade issues stabilize.