Fairchem Organics Management Guidance Tracker

Management expects volume and value growth to begin in H2 FY27, with better numbers visible from that period.

Targeting 75-80% utilization of 80,000-ton capacity, up from ~55% in FY26, as demand recovers and Chinese competition eases.

Exports expected to rise from 9% to 20% of revenue, driven by US, Europe, and Japan markets, aided by tariff reductions and rupee depreciation.

All volume growth will come from existing capacity (55% utilization); no significant capex required.

The animal feed plant is ready; production will start after GMP certification. Initial small capacity, expand later.

A new product (name undisclosed) is expected to go into production by Q3 FY27, using existing capacity.

A 40,000-ton novel process plant will be commissioned in Q2 FY27; revenue contribution expected after 2-2.5 years due to customer validation.

Management expects EBITDA margin to exceed 8% in FY27, driven by higher capacity utilization, reduced Chinese dumping, and energy cost savings.