Laxmi Organic Industries Ltd
Laxmi Organic Industries Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Laxmi Organic is focused on growth despite a demanding global chemical industry backdrop with regional overcapacities. Laxmi Organic anticipates steady growth driven by capacity expansions in Essentials and Specialty segments, including doubling diketene derivatives capacity.
From Laxmi Organic Industries Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Laxmi Organic is focused on growth despite a demanding global chemical industry backdrop with regional overcapacities.
- Expansion planned in Essentials and Specialty segments, with capacities near full utilization (90-95% in Essentials, fully utilized in diketene derivatives specialty).
- Fluorochem business expected to ramp up to 40-50% capacity utilization in FY '26, targeting INR 80 crores revenue with plans for expansion post-FY '27.
- New capex at Dahej (Phase 1 already supplying, Phase 2 mechanical completion by Q4 FY '26) and Lote facilities (fluorination ramp-up, ethyl acetate world-scale plant by Q4 FY '26).
- Partnership with Hitachi for SF6 replacement with 60 MT capacity and INR 75 crore capex, expected mechanical completion by Q2 next financial year.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Laxmi Organic Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 1,100 crores total capex planned.
- Majority of capex focused on Dahej facility:
- Phase 1 mechanically complete and supplying customers.
- Phase 2 expected mechanical completion by Q4 FY '26.
- World-scale ethyl acetate plant at Lote:
- Mechanical completion expected by Q4 FY '26.
- Hitachi partnership project (Vayu):
- 60 metric tonnes capacity.
- INR 75 crores capex.
- Mechanical completion by Q2 FY '27.
- SF6 replacement project:
- Part of Vayu project capex.
- Supports eco-efficient gas EconiQ production.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Laxmi Organic Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Laxmi Organic has a multiyear contract with a key customer for the Dahej Phase 1 facility, with the majority of capacity contractually lined up.
- Orders for the fluorination project and Hitachi collaboration are in ramp-up or execution phase, indicating ongoing demand.
- There is an order for the EconiQ grade product from Power Grid domestically, with major volumes targeted for export markets.
2 more points management made on order book & pipeline
Laxmi Organic Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹735 Cr, net profit ₹22 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Laxmi Organic Industries Ltd's management said in earlier quarters
- Q3 FY25 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Laxmi Organic Industries Ltd Q2 FY26 results?
Laxmi Organic is focused on growth despite a demanding global chemical industry backdrop with regional overcapacities. Laxmi Organic anticipates steady growth driven by capacity expansions in Essentials and Specialty segments, including doubling diketene derivatives capacity.
What is Laxmi Organic Industries Ltd share price analysis?
Laxmi Organic Industries Ltd currently shows a neutral. The stock trades at a P/E of 40.0 with a market cap of ₹5,033 Cr. Investors should review the full earnings analysis for detailed insights.
Is Laxmi Organic Industries Ltd planning capital expenditure?
INR 1,100 crores total capex planned.
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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.