Fairchem Organics Limited — Investor Meet, 09-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Fairchem Organics reported Q4 FY26 revenue at Rs 117 Cr, a 3.2% YoY decline, but EBITDA improved to Rs 8 Cr (6.9% margin) due to better domestic pricing and reduced Chinese import pressure. FY26 revenue was Rs 460 Cr. Management is confident the worst is over, targeting 8% margins and 75-80% capacity utilization for FY27. Exports are a key growth driver, aiming for 20%+ contribution. A new high-margin oleochemical product, the first in India, with initial 8,000-tonne capacity, is set to commission in Q2, with potential for Rs 800-1000 Cr revenue long-term.