Fairchem Organics Q4 FY26 Revenue at INR 1,169 Mn, PAT at INR 37 Mn
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 07 May 2026, 11:55 AM IST · BSE ID: 7696fe70-4b5b-4a11-80e8-bc18735a17d2
View Original BSE Filing (PDF)
💡
In Simple Terms
The company's quarterly revenue fell slightly, but profits rose significantly compared to last year, while full-year revenue and profit decreased.
🤖 AI Summary
- - Q4 FY26 Revenue from Operations declined 3.2% YoY to INR 1,169 Mn.
- - Q4 FY26 EBITDA increased 81.7% YoY to INR 80 Mn, with margins at 6.87%.
- - Q4 FY26 Profit After Tax (PAT) grew 521.8% YoY to INR 37 Mn.
- - Full Year FY26 Revenue from Operations decreased 14.5% YoY to INR 4,596 Mn.
- - Full Year FY26 EBITDA was INR 216 Mn, a 49.5% YoY decline.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Q4 FY26 Revenue from Operations
1,169 INR Mn
(3.2)%
Q4 FY26 EBITDA
80 INR Mn
81.7%
Q4 FY26 PAT w/o.Exceptional item
37 INR Mn
521.8%
FY26 Revenue from Operations
4,596 INR Mn
(14.5)%
FY26 EBITDA
216 INR Mn
(49.5)%
🏢 How This Affects the Company
Q4 FY26 revenue decline was attributed to weaker offtake from the paints industry, indicating potential market segment challenges. The company notes conscious optimism regarding export competitiveness due to lower US tariffs and proposed FTA with EU/UK.
Q4 FY26 saw EBITDA margins improve to 6.87% from 3.66% YoY, driven by better domestic market realization due to lower imports. However, full-year FY26 EBITDA margins declined to 4.70% from 7.96% in FY25, alongside a 14.5% decrease in full-year revenue.
The company identified uncertain macros due to the Middle East crisis as a factor, which could impact future business operations and financial performance. Revenue dependence on specific industries like paints introduces concentration risk.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required from shareholders based on this earnings presentation.
👤
Who Is Affected
All shareholders are affected by the company's financial performance, specifically the decline in full-year revenue and EBITDA, offset by strong Q4 profit growth.
🔍
Management Signal
Management highlighted ongoing efforts to improve export competitiveness through lower US tariffs and proposed FTAs with EU/UK, indicating a focus on international markets.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Next quarterly results — observe revenue trends and margin sustainability.
Updates on export strategy and benefits from tariff changes with US, EU, UK.
Details on proposed new raw material addition to the Oleo Chemicals portfolio.
MEDIUM RISK
Revenue decline and significant EBITDA drop over the full year FY26 indicate underlying business challenges.
💡 Investor Takeaway
Fairchem Organics reported Q4 FY26 Revenue from Operations at INR 1,169 Mn, a 3.2% YoY decline. EBITDA grew 81.7% to INR 80 Mn, and PAT increased 521.8% to INR 37 Mn. However, full-year FY26 revenue was down 14.5% to INR 4,596 Mn and EBITDA decreased 49.5% to INR 216 Mn.
⚖️ Strengths & Concerns
✅ Positives
- Q4 FY26 EBITDA increased by 81.7% YoY to INR 80 Mn, improving margins to 6.87% from 3.66% due to better domestic realization.
- Q4 FY26 Profit After Tax (PAT) saw a substantial 521.8% YoY growth, reaching INR 37 Mn, with PAT margins improving to 3.16%.
⚠️ Concerns
- Revenue from Operations for Q4 FY26 declined by 3.2% YoY to INR 1,169 Mn, attributed to weaker offtake from the paints industry.
- Full Year FY26 Revenue from Operations decreased by 14.5% YoY to INR 4,596 Mn, with full year EBITDA declining 49.5% to INR 216 Mn.
📅 Company Track Record
Fairchem Organics Ltd. held a Board Meeting on May 6, 2026, to approve the FY26 audited results and consider a dividend recommendation, as per a filing on April 28, 2026. This earnings presentation follows the Board's approval.
Based on publicly available historical data. For context only.