Fairchem Organics Limited has informed the Exchange about Transcript

Fairchem Organics reported Q1 FY26 revenue of INR 131 crores, up 8.5% quarter-on-quarter but down 21% year-on-year, driven by 7.5% volume growth. EBITDA was about INR 5 crores with margin of 3.97% (up from 3.64% in the prior quarter), and net profit doubled sequentially to about INR 1.2 crores. The company is operating at around 70% capacity utilisation and flagged continued margin pressure in its core dimer acid business due to aggressive Chinese dumping, with dimer prices falling roughly 20% to below INR 1,45,000 per ton. Management highlighted isostearic acid as the key value-added growth driver, noting only three global producers remain and the company has 10-15% of world capacity, while initial trials on a new domestic raw material have been positive with a possible switchover by November 2025. US exposure remains under 2%, but a 50%+ US tariff versus 15% from Europe poses a risk to isostearic acid export plans.