Please find attached herewith Earnings Presentation for the Quarter and Year ended March 31, 2026
FAIRCHEMOR · price
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Fairchem Organics reported Q4 FY26 revenue of INR 1,169 Mn (down 3.2% YoY) with EBITDA of INR 80 Mn (up 81.7% YoY) and EBITDA margin of 6.87%, showing sequential improvement due to better domestic realization and lower imports. Full year FY26 revenue was INR 4,596 Mn (down 14.5% YoY), EBITDA INR 216 Mn (down 49.5% YoY), and PAT INR 62 Mn (down 71.8% YoY). Management attributed the decline to weak demand from the paints industry and uncertain macro conditions. The company highlighted positive outlook from US tariff parity, potential FTA with EU/UK, and rupee devaluation improving export competitiveness. Management targets increasing exports to 25% initially and 50% eventually of total sales. Recently concluded buy-back of INR 340 Mn in Jan-26.
Shares under pressure due to sharp full-year profit decline of 71.8%, though Q4 showed margin recovery. Export growth targets and new product strategies offer some upside potential if demand recovers.