Please find attached herewith transcript of Earning''s Con-Call held on Tuesday, July 28, 2026 for the Unaudited Financial Results for the Quarter Ended June 30, 2026
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 30 Jul 2026, 04:23 PM IST · BSE ID: 22a6ac42-82b4-42e9-bdc6-df6c29425991
View Original BSE Filing (PDF)
💡
In Simple Terms
Fairchem Organics has released the detailed discussion from its recent earnings call for Q1 FY27, revealing its financial performance.
🤖 AI Summary
- Fairchem Organics Ltd. submitted the transcript of its Q1 FY27 earnings conference call held on July 28, 2026.
- Revenue from operations for Q1 FY27 was Rs. 176 crore, a 34.4% year-on-year increase.
- Net profit for the quarter ended June 30, 2026, was Rs. 10 crore.
- EBITDA reached Rs. 18 crore, resulting in an EBITDA margin of 10.14% for Q1 FY27.
- The company processed 12,400 tonnes of raw material and sold 13,500 tonnes in Q1 FY27.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Revenue from operations (Q1 FY27)
Rs. 176 crore
34.4%
Net Profit (Q1 FY27)
Rs. 10 crore
EBITDA (Q1 FY27)
Rs. 18 crore
EBITDA Margin (Q1 FY27)
10.14%
Raw material processed (Q1 FY27)
12,400 tonnes
Product sold (Q1 FY27)
13,500 tonnes
🏢 How This Affects the Company
Revenue from operations increased by 34.4% year-on-year, primarily driven by higher price realization due to elevated raw material costs and reduced imports amid supply chain constraints. The company expects to introduce a new oleochemical product next quarter, developed by in-house R&D, with better expected margins.
The company reported a net profit of Rs. 10 crore and an EBITDA of Rs. 18 crore with a 10.14% margin for Q1 FY27. This indicates improved profitability compared to the previous year, with management expecting to maintain similar revenue and margin run rates.
Fairchem Organics processed 12,400 tonnes of raw material and sold 13,500 tonnes during Q1 FY27. The company is ramping up Isostearic acid production, aiming for over 80% capacity utilization in 1-2 years, and has undertaken energy conservation reducing power consumption by over 30% and solid fuel by over 35%.
The company acknowledges monitoring the evolving macroeconomic situation, including uncertainty from the Middle East crisis. Geopolitical supply chain issues were cited as a reason for reduced imports and ability to pass on price increases, suggesting potential vulnerability if these conditions ease.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required from shareholders based on this filing.
👤
Who Is Affected
All shareholders are informed about the company's financial performance for Q1 FY27 and management's operational outlook for the near future.
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Management Signal
Management signals confidence in maintaining current revenue and margin run rates, with strategic focus on new product development and capacity utilization.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Q2 FY27 results — confirm sustained revenue and margin run rates
Update on new oleochemical product launch and ramp-up in next quarter
Progress on Isostearic acid capacity utilization towards 80% target
MEDIUM RISK
Reliance on geopolitical factors for pricing power and a high duty structure on raw materials pose risks.
💡 Investor Takeaway
Fairchem Organics reported Q1 FY27 revenue from operations of Rs. 176 crore, a 34.4% year-on-year increase. Net profit stood at Rs. 10 crore, with an EBITDA of Rs. 18 crore and a 10.14% margin. Management indicated expectations to maintain similar performance.
⚖️ Strengths & Concerns
✅ Positives
- Revenue from operations increased by 34.4% year-on-year to Rs. 176 crore in Q1 FY27, driven by higher price realization.
- EBITDA margins improved to 10.14% with EBITDA at Rs. 18 crore, supported by better realization and easing import pressure.
⚠️ Concerns
- Gross margins have decreased over the last five years, attributed by management to a 22.5% duty on raw materials versus 7.5% on finished products.
- R&D expenditure is around Rs. 50 lakhs on the revenue side, representing 1-1.5% of sales, which was noted as not clearly presented in the annual report.
📅 Company Track Record
Fairchem Organics reported Q1 FY27 net profit of Rs. 1,001.38 Lakhs and revenue of Rs. 17,614.57 Lakhs on July 27, 2026. This follows Q4 FY26 PAT of INR 37 Mn, up 521.8% YoY, despite a 3.2% revenue decline to INR 1,169 Mn.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What was Fairchem Organics' revenue from operations in Q1 FY27?
Fairchem Organics reported revenue from operations of Rs. 176 crore for Q1 FY27, reflecting a 34.4% year-on-year increase.
What was the net profit for Fairchem Organics in Q1 FY27?
The net profit for Fairchem Organics for the quarter ended June 30, 2026 (Q1 FY27) was Rs. 10 crore.
What was Fairchem Organics' EBITDA and EBITDA margin in Q1 FY27?
Fairchem Organics' EBITDA for Q1 FY27 was Rs. 18 crore, with an EBITDA margin of 10.14%.
How much raw material did Fairchem Organics process and sell in Q1 FY27?
In Q1 FY27, Fairchem Organics processed 12,400 tonnes of raw material and sold 13,500 tonnes of product.
What was the revenue mix for Fairchem Organics in Q1 FY27?
For Q1 FY27, the revenue mix was approximately 30% dimer acid, 42% linoleic acid, 4% Isostearic acid, and 24% other by-products.
Questions based on this BSE filing only. For information purposes.