Laxmi Organic Industries Limited has informed the Exchange about Investor Presentation
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Laxmi Organic Industries filed its Q4 FY25 investor presentation ahead of an analyst meet held on May 21, 2025. For FY25, consolidated revenue rose 4.6% YoY to INR 29,854 Mn and EBITDA grew 9.4% to INR 2,796 Mn, supported by 11% volume growth, though PAT dipped 5.8% to INR 1,135 Mn. Q4 was weaker with revenue down 9.3% and EBITDA down 34.5%, attributed to one-time expenses and a tough base (prior year had a temporary spread spike and insurance income). Management laid out an FY28 plan targeting roughly 2x revenue, 2.7x EBITDA, and 20% ROCE, backed by an incremental capex of ~INR 11,000 Mn (INR 7,500 Mn in FY25-26, INR 3,500 Mn in FY26-28). Key positives include the start of fluoro-intermediates revenue in Q4 FY25, a Letter of Intent with Hitachi Energy for eco-efficient gas, and Dahej site receiving environmental clearance and factory license.
The FY28 multi-year targets (2x revenue, 2.7x EBITDA, 20% ROCE) and visible capex pipeline are positive for long-term investors, though the capex-led debt rise (net debt up to ~INR 2.1 bn) and weak Q4 print may temper near-term sentiment. Shareholders should watch execution at Dahej and ramp-up of the Lote fluoro-specialty business as the main value drivers.