LXCHEMNSELaxmi Organic Industries LimitedMediumNeutral
Announced Wed, 21 May · 12:35 IST

Laxmi Organic Industries Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

LXCHEM · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Laxmi Organic Industries filed a corrigendum to its Q4 FY25 investor presentation, noting only a sign correction on the One-time cost/(income) line in the consolidated P&L; no other numbers changed. For the full year, consolidated revenue rose 4.6% YoY to Rs 2,855 crore with EBITDA up 9.4% to Rs 280 crore (margin 9.4%), while Q4 was weak with revenue down 9% and EBITDA down 34% on a high base from one-time spreads and insurance income. Management reiterated its FY28 growth plan targeting roughly 2x revenue, 2.7x EBITDA and 20% ROCE, backed by about Rs 1,100 crore of incremental capex. Key updates included an LoI signed with Hitachi Energy for an eco-efficient fluorinated gas, revenue commencement from the Fluoro-intermediates site in Q4, and receipt of Environmental Clearance and Factory License for the Dahej site.

Likely market impact

This is a clarification filing with no change to underlying financials, so it should be neutral for the stock. Investors are likely to focus on the weak Q4 print and the longer-term FY28 targets of revenue doubling, EBITDA nearly tripling and ROCE reaching 20%, along with the Hitachi Energy partnership signalling new specialty wins.