Makes specialty oleochemicals in India from renewable agro-based raw materials, sold to industrial buyers including cosmetics and paint sectors. Q1 FY27 revenue was Rs 176 crore, up 34.4% YoY, with EBITDA margin recovering to 10.14% as Chinese dumping receded and Middle East supply tightened. Isostearic acid, produced via a green route, accounts for 4% of the mix and positions the company as the third global player in this segment, though qualification cycles with global cosmetic buyers remain long. Sales volume was 13,500 MT in Q1 FY27; FY26 full-year volume came in at 44,000 tonnes, down from 54,000 tonnes the prior year on weak paint industry demand and import pressure. Exports currently contribute 7-8% of sales across 12 countries, with management targeting a larger share over time, supported by the concluded India-UK FTA and an expected India-EU FTA. Raw materials are the dominant cost at 81.4% of revenue, with an inverted duty structure (16.5% on raw materials versus 7.5% on finished goods) extracting around 9% of margin per company estimates. Capacity utilisation on the existing plant was around 60% in Q1 FY27, with management guiding to 70-75% by FY27 exit and 15-20% volume growth for the year. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Specialty oleochemicals, Isostearic acid (4%), New oleochemical product, Exports (8%). Cyclical, commodity-linked specialty chemicals with thin margins sensitive to Chinese dumping and input duty structure
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 643 | 648 | 621 | 538 | 460 |
| EBITDA (ex other income) | 105 | 72 | 67 | 43 | 21 |
| margin % | 16.3 | 11.2 | 10.8 | 8.0 | 4.5 |
| Owners' profit | 68 | 44 | 41 | 22 | 6 |
| EPS, as reported (₹) | 52.15 | 33.41 | 31.10 | 16.88 | 4.28 |
| ROE % · ROCE % | 29.3 · 38.2 | 16.8 · 23.5 | 14.0 · 19.1 | 7.3 · 10.4 | 2.1 · 3.8 |
| Debt / equity (x) | 0.27 | 0.19 | 0.03 | 0.21 | 0.32 |
| Cash from operations | 40 | 50 | 74 | (17) | 42 |
| Capex | (35) | (15) | (18) | (26) | (15) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 139 | 114 | 121 | 131 | 112 | 100 | 117 | 176 |
| Profit before tax | 5 | 5 | 1 | 2 | 1 | (0) | 5 | 14 |
| Net profit | 4 | 4 | 1 | 1 | 1 | (0) | 4 | 10 |
| EPS (₹) | 3.08 | 2.70 | 0.46 | 0.90 | 0.59 | (0.07) | 2.85 | 7.95 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| PIDILITE INDUSTRIES LTD | 1,59,479 | 60.2 | 14.43 | 42.3 | 22.4 | 28.0 | 14.9 | 28.6 |
| SRF LTD | 73,583 | 34.0 | 5.24 | 22.7 | 13.1 | 13.1 | 13.4 | 25.2 |
| GUJARAT FLUOROCHEM LTD | 52,514 | 85.7 | 6.64 | 41.5 | 7.3 | 8.7 | 13.5 | 27.7 |
| NAVIN FLUORINE INT. LTD | 43,836 | 55.4 | 11.03 | 39.5 | 16.7 | 16.4 | 23.0 | 37.5 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 30 Jul 2026 · Fairchem Organics Q1 FY27 Con-Call: Revenue Up 34%, Margins Improve to 10% | investor communications | medium | — | — |
| 28 Jul 2026 · Submission of earnings call audio recording for QE June 2026 | investor communications | low | — | — |
| 28 Jul 2026 · Fairchem Organics Q1 FY27 PAT jumps 8x YoY to Rs 10.01 crore | compliance | minimal | — | — |
| 28 Jul 2026 · Scrutinizer's report: all 6 resolutions passed at 7th AGM on July 27 2026 | compliance | low | — | — |
| 27 Jul 2026 · Q1 FY27: Revenue up 34%, EBITDA margins double to 10.16% | investor communications | medium | — | — |
| 27 Jul 2026 · Fairchem Organics 7th AGM held; final dividend Re.1 per share declared | board shareholder meetings | low | — | — |
| 27 Jul 2026 · Fairchem Organics Q1 FY26 PAT jumps 8.5x YoY on strong revenue growth | results | high | — | — |
| 14 Jul 2026 · Fairchem Organics Q1 FY27 earnings call set for July 28 at 4 PM | board shareholder meetings | low | — | — |
| 13 Jul 2026 · Board meeting on July 27 to approve Q1 FY27 results | results | low | — | — |
| 6 Jul 2026 · Routine quarterly dematerialisation certificate filing under SEBI Reg 74(5) | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| AETHER INDUSTRIES LIMITED |
| 22,229 |
| 94.3 |
| 9.05 |
| 60.4 |
| 8.9 |
| 11.4 |
| — |
| 33.8 |
| DEEPAK NITRITE LTD | 21,769 | 27.8 | 3.71 | 22.4 | 9.4 | 10.2 | 12.6 | 21.5 |
| ATUL LTD | 18,401 | 23.1 | 2.92 | 14.9 | 10.9 | 13.3 | 10.9 | 23.1 |
| AARTI INDUSTRIES LTD | 17,846 | 33.6 | 3.00 | 18.8 | 7.0 | 4.4 | 13.0 | 16.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 55.0 | 23.4 | 82 of 103 | 21% |
| P/B | 3.0 | 2.9 | 54 of 99 | 46% |
| ROCE | 2.5 | 10.3 | 89 of 108 | 18% |
| ROE | 2.1 | 8.1 | 87 of 101 | 14% |
| Debt / Equity | 0.3 | 0.2 | 70 of 101 | 31% |
| EBITDA margin | 10.3 | 15.5 | 72 of 99 | 28% |
| Revenue growth | 34.4 | 24.4 | 30 of 94 | 69% |
| Profit growth | 753.3 | 55.1 | 7 of 92 | 93% |
| Market cap | 783 | 732 | 53 of 107 | 51% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
