Laxmi Organic Industries Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Laxmi Organic's Q4 FY26 earnings call noted 9% sequential revenue growth and improved margins. Full-year FY26 revenues declined 6% due to feedstock deflation and Specialties challenges; employee costs rose INR 14 Cr. Macro volatility doubled logistics costs.

Operational highlights: Fluorination setup hit 40-45% peak revenue. New ethyl acetate plant began dispatches. Dahej Phase 2 charging Q1 FY27, revenues expected H2 FY27. New CFO Amit Jain joins in June. ETAC spreads are volatile ($150-$160 now). Specialties growth is anticipated from new projects. Management conveyed a confident tone, navigating current challenges while focusing on future growth.