Fairchem Organics Limited — PPTs, 07-02-2026: Investor Presentation

Fairchem Organics faced a challenging Q3 FY26, with revenue dropping 11.9% year-on-year to 100.1 Cr, and 9M FY26 revenue down 17.8% year-on-year to 342.7 Cr. Profitability also saw a significant dip, with Q3 EBITDA at 4.2 Cr (4.2% margin) and PAT at 0.6 Cr (0.6% margin). The 9M PAT was 2.5 Cr, yielding an EPS of INR 1.42. This decline was largely due to weaker demand from the paints segment, discontinuation of prime product exports to the US, and elevated raw material costs from higher custom duties, alongside aggressive Chinese competition impacting Dimer Acid margins.

Strategically, Fairchem is focusing on forward integration to make value-added products like Isostearic Acid, where it's India's sole manufacturer, and exploring new raw materials. Recent developments include completing a raw material capacity expansion with minimal capital expenditure and a 34 Cr share buyback in January 2026, increasing promoter stake. Management is optimistic about ramping up high-margin export sales, leveraging recent favorable tariff policies with the US and proposed FTAs with UK/EU.