Fairchem Organics Ltd · NSE:FAIRCHEMOR
Fairchem Organics — Q2 FY27 Earnings Presentation
24 slides from Fairchem Organics's earnings presentation, Oct 22, 2026
Slide 1: Q2 FY27 Earnings Presentation Cover Letter to Exchanges
FAIRCHEM ORGANICS LIMITED Regd. Office & Works: 253/P and 312, Village – Chekhala, Sanand – Kadi Highway, Taluka: Sanand, District: Ahmedabad – 382 115, GUJARAT, INDIA Phone (Board Nos.): (02717) 687900, 687901, +91 90163 24095 E-mail : [email protected] CIN: L24200GJ2019PLC129759 website: www.fairchem
Slide 2: Earnings Presentation Q2 | FY27
Earnings Presentation Q2 | FY27
Slide 3: Business Overview
g FAIRCHLEM Business Overview
Slide 4: Company at a Glance
Company at a Glance Well entrenched Forward integration to Customer Relationships make value added products in high growth industries from co-product – like Paint, Printing Inks, Monomer (Monobasic) Long lasting Pan India lubricants, Cosmetics Fatty Acid – stream to Raw Material sourcing Promoted by
Slide 5: Manufacturing Process Overview
Manufacturing Process Overview Basic Raw Material Process Product Industry Acid Oil Glycerine Pre-treatment (1.25% by-product) Soft Oil Splitting (Soya / Sun / Cotton / Crude Linoleic Paints & Inks, Soaps Canola / Fatty Acid Acid/Palmitic Acid and Animal Feed Rice/ Groundnut) Fractionation Vegetable
Slide 6: Product Overview – Existing Portfolio
Product Overview – Existing Portfolio Raw Materials Output Products End Market Use-cases Linoleic /Soya Specially designed to produce fast drying protective coating with a lighter fatty acid Paints & inks color Fairchem Organics is also entering new global markets Palmitic acid Soaps, animal feed
Slide 7: Highly Differentiated "Waste-to-Wealth" Manufacturing Capabilities
Highly Differentiated “Waste-to-Wealth” Manufacturing Capabilities 1 Unique Manufacturing Capabilities USA Green chemicals are Processing waste from edible oil refining process the ingredients of to produce high value oleochemicals choice to achieve a Focus on green manufacturing processes whi
Slide 8: Strong R&D Focus with an Experienced Team
Strong R&D Focus with an Experienced Team Continued Investment in Fairchem’s state-of-the-art R&D Lab R&D and Innovation Highly skilled employee base with strong engineering focus and deep experience (average experience of 10 years in the firm) Capable of offering blends specific to customer req
Slide 9: Industry Standards and Regulatory Credentials
Industry Standards and Regulatory Credentials ISO 9 0 01: 2 015 (Q uality Man a g e m e n t ) ISO 14 0 0 1: 2 015 (Envi ro n m e n tal M a n a ge m e nt) ISO 4 50 01: 20 18 (O cc u p at io n a l Hea lt h an d Safety M a n a g e m e nt ) Earnings Presentation | www.fairchem.in 8
Slide 10: Fairchem's Competitive Advantage
Fairchem’s Competitive Advantage Major Player in the Indian Oleo Chemical Market Using Renewable Resources • Processing waste generated during edible oil refining process to produce high value oleo chemicals giving it price advantage • Enjoy Leadership Position in the industry due to barriers to ent
Slide 11: ESG Initiatives
ESG Initiatives ENVIRONMENT SOCIAL GOVERNANCE Effluent Method of Disposal • Dr. Jivraj Mehta Smarak Health Foundation – Purchase of advanced • Always be adequately capitalized high-end sonography machines Zero Liquid Discharge by Multi • Not overleverage the balance sheet Water Effect Evaporator and
Slide 12: Manufacturing Facility – Aerial Site Overview
Manufacturing Facility – Aerial Site Overview 11
Slide 13: Experienced and Professional Management with Strong Governance Framework
Experienced and Professional Management with Strong Governance Framework High profile Board which has taken several initiatives to improve the corporate governance framework Executive / Non-executive directors Rigorous adoption of risk framework by audit Served as MD of Fairchem Speciality Pre
Slide 14: Q2 FY27 Performance
€ FAIRCHEM Q2 FY27 Performance
Slide 15: Q2|H1 FY27 Financial & Operational Highlights
Q2|H1 FY27 Financial & Operational Highlights Q2 FY27 Financial Performance • Revenue from operations for H1 FY27 improved by 41.4% Y-o-Y Rs 1,669 Mn basis on account of higher price realization primarily due to higher Rs 175 Mn 10.51% raw material cost and higher import finished product cost. Reven
Slide 16: Q2 | Financial Performance
Q2 | Financial Performance PARTICULARS (Rs Mn) Q2 FY27 Q2 FY26 Y-O-Y Revenue from Operations 1,669 1,115 49.7% Total Expenses 1,494 1,073 39.2% EBITDA 175 42 316.7% EBITDA Margins (%) 10.51% 3.77% 674 Bps Other Income 1 4 (75.0)% Depreciation 28 28 0.0% Finance Cost 11 6 83.3% PBT 137 12 1041.7% Tax
Slide 17: H1 | Financial Performance
H1 | Financial Performance PARTICULARS (Rs Mn) H1 FY27 H1 FY26 Y-O-Y Revenue from Operations 3,431 2,426 41.4% Total Expenses 3,077 2,332 31.9% EBITDA 354 94 276.6% EBITDA Margins (%) 10.32% 3.87% 645 Bps Other Income 5 5 Depreciation 56 55 1.8% Finance Cost 30 16 87.5% PBT 273 28 875.0% Tax 71 9 68
Slide 18: Historical Income Statement
Historical Income Statement PARTICULARS (Rs Mn) FY24 FY25 FY26 H1 FY27 Revenue from Operations 6,215 5,379 4,596 3,431 Total Expenses 5,545 4,951 4,380 3,077 EBITDA 670 428 216 354 EBITDA Margins (%) 10.78% 7.96% 4.70% 10.32% Other Income 11 13 13 5 Depreciation 93 105 110 56 Finance Cost 42 37 37 3
Slide 19: Historical Balance Sheet
Historical Balance Sheet ASSETS (Rs Mn) FY25 FY26 H1 FY27 EQUITY AND LIABILITIES (Rs Mn) FY25 FY26 H1 FY27 EQUITY Non-Current Assets Equity Share Capital 130 126 126 Property, Plant and Equipment 1,971 1,962 2,048 Instruments entirely equity in nature Capital work-in-progress 117 184 83 Other Equity
Slide 20: Historical Cash Flow Statement
Historical Cash Flow Statement PARTICULARS (Rs Mn) FY25 FY26 H1 FY27 Cash and Cash Equivalents at Beginning of the year 0.1 0.1 0.1 Cash Flow From Operating Activities (168) 416 240 Cash Flow from Investing Activities (255) (137) (44) Cash Flow From Financing Activities 423 (279) (196) Net Inc./(Dec
Slide 21: Business Strategy | Way forward
Business Strategy | Way forward • We have currently working on 4 key strategies 1. Cost optimization 2. Product upgradation 3. New product 4. Geographical diversification Cost optimization Product Upgradation New product Geographical Diversification • Energy savings has accrued by • Low titre Linole
Slide 22: Key Financial Highlights & Way forward
Key Financial Highlights & Way forward Rs Mn Revenue EBIDTA PAT 6215 405 670 5379 4596 428 3431 220 354 202 216 62 FY24 FY25 FY26 H1 FY27 FY24 FY25 FY26 H1 FY27 FY24 FY25 FY26 H1 FY27 Return Ratio Net Debt to Equity Cash Conversion Cycle Days 19.08% 19.62% 0.32 128 0.24 99 0.20 82 76 10.40% 14.71% 1
Slide 23: Capital Market Data
Capital Market Data Stock Market Performance (As on 30th September, 2026) Dividend Percentage 20% 0% -20% 75% 75% -40% -60% 10% Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 -80% Fairchem Organics Sensex FY24 FY25 FY26 Price Data as of 30th September 2026 Rs Sha
Slide 24: Disclaimer
Disclaimer Fairchem Organics Limited Disclaimer: The information contained in this presentation is only current as of its date. All actions and statements made herein or otherwise shall be subject to the applicable laws and regulations as amended from time to time. There is no representation that al