Laxmi Organic Industries Ltd
Laxmi Organic Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Dahej project's full impact on revenues to be seen from the second half of FY '27, with gradual ramp-up into FY '28 and beyond. - Phase 2 of Dahej is expected to commence operations in Q1 FY '27; Hitachi plant to start in Q2 FY '27. - Management expects Specialty business growth post-ramp-up of new capacities, especially from second half FY '27. - Revenue guidance shared: approx. Laxmi Organic anticipates strong growth in FY '27 and beyond, driven by new capacities coming online, especially the Dahej Phase 2 and Hitachi projects.
From Laxmi Organic Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Dahej project's full impact on revenues to be seen from the second half of FY '27, with gradual ramp-up into FY '28 and beyond.
- Phase 2 of Dahej is expected to commence operations in Q1 FY '27; Hitachi plant to start in Q2 FY '27.
- Management expects Specialty business growth post-ramp-up of new capacities, especially from second half FY '27.
- Revenue guidance shared: approx. INR 3,700-4,000 crores in FY '27 and around INR 5,000 crores in FY '28.
- Specialty segment growth depends on product ramp-up and contract fulfillment timelines.
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
- Dahej project investment of approximately INR 1,000 crores, with asset turnover blending capex between Essentials and Specialties businesses.
- Phase 2 of the Dahej plant chemical charging scheduled for Q1 FY '27, with sampling to customers starting thereafter; revenue impact expected from second half of FY '27.
- Hitachi plant to commence operations in Q2 FY '27 with steady qualification and ramp-up planned; supported by a multiyear contract.
- Post these projects' commissioning, no near-term capex planned, indicating the current capex cycle is largely complete.
- Focus on judicious investment and working capital management to support growth.
2 more points management made on capital expenditure plans
Top-ranked in Chemicals & Petrochemicals
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 Industries reported a good order book position as they entered FY '27, particularly at their fluorination setup at Lote.
- The company has started dispatches from the new world-scale ethyl acetate setup line at Lote.
- Phase 2 of the Dahej plant's chemical charging is set for Q1 FY '27, with sampling to customers starting then; revenues are expected from Dahej in the second half of FY '27.
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.
Full financials →Continue your research
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 →
- Q2 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 →
Others in Chemicals & Petrochemicals this season
- Vipul Organics Ltd (Q4 FY26)
Q4 FY26 (Mar 2026) total revenue: ₹5,262.37 lakhs (Consolidated) . Key concall takeaways from Vipul Organics's Q4 FY26 earnings call — and how it ranks against…
- Chemfab Alkalis Ltd (Q4 FY26)
Chlor Alkali segment: ₹55.63 crore (down 1.21% YoY from ₹56.31 crore) . Key concall takeaways from Chemfab Alkalis Ltd's Q4 FY26 earnings call — and how it…
- Sudarshan Pharma Industries Ltd (Q4 FY26)
Revenue from Operations for Q4 March 2026: ₹220.92 Cr (Page 41) . Key concall takeaways from Sudarshan Pharma Industries Ltd's Q4 FY26 earnings call — and how…
- Innovassynth Technologies (India) Ltd (Q4 FY26)
Order book improved by approximately INR 60 crore during the quarter, indicating strong customer demand and revenue visibility. Key concall takeaways from…
Frequently Asked Questions
What were Laxmi Organic Industries Ltd Q4 FY26 results?
Dahej project's full impact on revenues to be seen from the second half of FY '27, with gradual ramp-up into FY '28 and beyond. - Phase 2 of Dahej is expected to commence operations in Q1 FY '27; Hitachi plant to start in Q2 FY '27. - Management expects Specialty business growth post-ramp-up of new capacities, especially from second half FY '27. - Revenue guidance shared: approx. Laxmi Organic anticipates strong growth in FY '27 and beyond, driven by new capacities coming online, especially the Dahej Phase 2 and Hitachi projects.
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?
Dahej project investment of approximately INR 1,000 crores, with asset turnover blending capex between Essentials and Specialties businesses.
Keep Laxmi Organic Industries Ltd on your radar — track it to get its next earnings analysis in your feed.
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.