Laxmi Organic Industries Limited — PPTs, 29-01-2026: Investor Presentation

Laxmi Organic reported Q3FY26 consolidated revenue of 718.7 Cr, down 9% year-on-year, with PAT at 25.4 Cr, a 13% decline. For 9MFY26, revenue stood at 2,111.4 Cr (down 7%) and PAT at 57.8 Cr (down 37%). Specialties segment revenue fell 30% in Q3 due to market price moderation and product phase-outs, while Essentials revenue dipped 6% from subdued ethyl acetate spreads. Profitability was also impacted by higher fixed costs from new manufacturing sites.

The company is strategically pivoting towards customer-centric growth. Essentials aims for cost leadership and portfolio expansion, including bio-based products. Specialties are focusing on customized solutions for global clients, targeting 20% sales from new products, supported by strong R&D and fluorine assets.

Recently, Laxmi Organic began commercial deliveries from the first phase of its Dahej facility, with Phase 2 set for Q4FY26 completion. Its Lote fluorine operations are on track, and the Dahej site also secured ISCC Plus certification for sustainability.

Management highlighted challenging global chemical markets and noted acetic acid prices reversed positively in December. The focus remains on productivity, commercial excellence, and cost discipline to drive profitable growth.