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Fairchem Organics Ltd

Q2 FY26

Fairchem Organics Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹767

Market cap₹967 Cr

P/E64.0

Updated16 Oct 2026

Read4 min read

The short version

Revenue declined by 20% YoY in Q2 FY’26, totaling INR 112 crores; H1 FY’26 revenue and volume also fell. - Exports contribute around 9% of revenue; export growth affected by U.S. Management refrains from giving specific guidance currently due to ongoing tariff issues, regulatory compliance, and animal feed project development.

From Fairchem Organics Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

Revenue declined by 20% YoY in Q2 FY’26, totaling INR 112 crores; H1 FY’26 revenue and volume also fell.
Exports contribute around 9% of revenue; export growth affected by U.S. tariffs, particularly on Dimer Acid.
Management anticipates resolution of tariff issues by Q4 FY’26 or latest by April 2026, enabling export revival.
New animal feed product expected to begin commercial production by April-June 2026, offering additional growth.
Once regulatory approvals and raw material cost pressures ease, management expects double-digit EBITDA margins.

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Profitability & Margins

Management refrains from giving specific guidance currently due to ongoing tariff issues, regulatory compliance, and animal feed project development.
Margins are currently under pressure (around 3.8%-4%), but further decline is deemed highly unlikely.
Expectation of margin recovery to double digits once tariff issues with the U.S., raw material cost pressures, and new animal feed project stabilize.
New animal feed product expected to begin commercial production by April-June 2026, with gradual ramp-up thereafter.
Export volumes, especially for Isostearic Acid and Dimer Acid, are expected to grow once regulatory approvals and tariff settlements happen, particularly with the U.S.

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Capital Expenditure Plans

The company is in the midst of a project related to animal feed production, which is progressing well and expected to start commercial production trials by March 2026 or latest by April-June 2026 quarter.
Another new product project is in the pipeline, with trial runs planned around December 2025 or January 2026, also linked to animal feed aimed at export markets in Europe and the USA.
No specific mention of other ongoing or planned capital expenditure or strategic investments was made in the discussed transcript.

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Fundraising & Capital Structure

There is no mention of any current or planned fundraising through debt or equity in the transcript.
The management does not provide guidance or comments on raising capital during the call.
The focus is primarily on operational challenges, raw material issues, and tariff impacts.

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Order Book & Pipeline

The transcript does not provide specific details on the current or expected order book or pending orders of Fairchem Organics Limited. Key points related to orders and business outlook are: - Demand is currently affected due to weaker domestic paint sector and global trade disruptions. - Export orders, especially to the U.S., are impacted by a 50% tariff on certain products. - Ramp-up in export volumes of Isostearic Acid delayed due to regulatory compliance.

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Fairchem Organics Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024Q3 FY25

Mar 2025Q4 FY25

Jun 2025Q1 FY26

Sep 2025Q2 FY26

Dec 2025Q3 FY26

Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹117 Cr, net profit ₹4 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Fairchem Organic's management said in earlier quarters

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Frequently Asked Questions

What were Fairchem Organics Ltd Q2 FY26 results?

Revenue declined by 20% YoY in Q2 FY’26, totaling INR 112 crores; H1 FY’26 revenue and volume also fell. - Exports contribute around 9% of revenue; export growth affected by U.S. Management refrains from giving specific guidance currently due to ongoing tariff issues, regulatory compliance, and animal feed project development.

What is Fairchem Organics Ltd share price analysis?

Fairchem Organics Ltd currently shows a neutral. The stock trades at a P/E of 64.0 with a market cap of ₹967 Cr. Investors should review the full earnings analysis for detailed insights.

Is Fairchem Organics Ltd planning capital expenditure?

The company is in the midst of a project related to animal feed production, which is progressing well and expected to start commercial production trials by March 2026 or latest by April-June 2026 quarter.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.