Fairchem Organics Limited — PPTs, 07-05-2026: Investor Presentation

Fairchem Organics saw Q4 FY26 revenue at **₹116.9 Cr**, a 3.2% year-on-year dip, primarily due to weaker demand from the paints industry. However, Q4 PAT surged to **₹3.7 Cr**, a 521.8% rise, driven by better domestic price realization and lower imports. For the full year FY26, revenue was **₹459.6 Cr**, down 14.5%, with PAT at **₹6.2 Cr**, a 71.8% decline, reflecting a challenging year of weak demand. FY26 EPS stood at **₹4.28**.

The company's strategy focuses on geographical diversification, aiming to increase exports to 25% and eventually 50% of sales, capitalizing on new US tariffs and potential FTAs with the EU/UK. They're also investing in new products like Isostearic Acid for cosmetics and exploring new raw materials for niche chemicals, alongside cost optimization through energy savings.

Recent developments include completed raw material throughput capacity expansion and a **₹34 Cr** share buyback in Jan-26. Management acknowledged FY26 challenges due to weak demand but noted improved price realization in March 2026, expressing cautious optimism for export competitiveness despite uncertain global macros.