Fairchem Organics Ltd
Fairchem Organics Limited was established in 2019, wherein Fairchem Speciality Limited (FSL) transferred the businesses of Oleo chemicals and nutraceuticals as per the scheme of demerger. Fairchem Organics is engaged in manufacturing of specialty chemicals like dimer acid, linoleic acid, mixed tocopherol concentrate and sterols concentrate, which find application in various industries like nutraceuticals, paints, printing ink, detergents, adhesives, etc.[1]
Strengths
- +Promoter holding has increased by 2.07% over last quarter.
Weaknesses
- −Stock is trading at 2.98 times its book value
- −The company has delivered a poor sales growth of 3.00% over past five years.
- −Company has a low return on equity of 8.08% over last 3 years.
- −Company might be capitalizing the interest cost
Shareholding Pattern
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 58.71% | 58.71% | 61.2%▲2.5 | 61.2% | 61.2% | 61.2% | 61.2% | 63.25%▲2.0 |
| FIIs | 6.29% | 6.36%▲0.1 | 6.31%▼0.1 | 6.31% | 6.28%▼0.0 | 6.18%▼0.1 | 6.34%▲0.2 | 6.35%▲0.0 |
| DIIs | 5.16% | 5.16% | 5.16% | 5.69%▲0.5 | 5.77%▲0.1 | 5.77% | 5.42%▼0.3 | 3.99%▼1.4 |
| Public | 29.84% | 29.79%▼0.1 | 27.33%▼2.5 | 26.8%▼0.5 | 26.76%▼0.0 | 26.86%▲0.1 | 27.05%▲0.2 | 26.4%▼0.7 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 148.11 | 160.56 | 164.93 | 138.62 | 113.57 | 120.78 | 131.06 | 111.52 | 100.13 | 116.93 |
| Expenses | 128.36 | 141.79 | 143.16 | 129.86 | 105.74 | 116.36 | 125.83 | 107.33 | 95.96 | 108.9 |
| Operating Profit | 19.75 | 18.77 | 21.77 | 8.76 | 7.83 | 4.42 | 5.23 | 4.19 | 4.17 | 8.03 |
| OPM % | 13.33% | 11.69% | 13.2% | 6.32% | 6.89% | 3.66% | 3.99% | 3.76% | 4.16% | 6.87% |
| Net Profit | 12.33 | 11.76 | 13.85 | 4.01 | 3.52 | 0.59 | 1.17 | 0.77 | -0.1 | 3.69 |
| EPS ₹ | 9.47 | 9.03 | 10.64 | 3.08 | 2.7 | 0.45 | 0.9 | 0.59 | -0.08 | 2.83 |
AI Insights
Mar 2026 revenue at ₹460Cr, down 14.5% YoY. OPM at 5%.
Borrowings at ₹84Cr. Debt-to-equity ratio: 0.34x. Healthy balance sheet.
CWIP at ₹18Cr (9% of fixed assets). Moderate ongoing capital expenditure.
DIIs: 3.99% (-1.24pp change). FIIs: 6.35% (+0.11pp change). Promoters hold 63.25%.
ROCE improving from 0% (Mar 2020) to 3% (Mar 2026). Working capital days: 53.
PE 129x with 3.34% ROCE. Price is 204% above book value of ₹202. Dividend yield: 1.21%.
Recent Announcements
- Compliances-Reg.24(A)-Annual Secretarial Compliance 12 May - Fairchem Organics submitted its FY2025-26 secretarial compliance report, with no non-compliances or SEBI actions.
- Announcement under Regulation 30 (LODR)-Earnings Call Transcript 9 May - Please find attached herewith transcript of audio recording of Earnings Concall on Audited Financial Results for the Quarter and Year Ended March 31, 2026
- Audio Link For Earnings Con-Call 7 May - Audio recording of earnings call for audited Q4 and FY2026 results submitted.
- Announcement under Regulation 30 (LODR)-Investor Presentation 7 May - Please find attached herewith Earnings Presentation for the Quarter and Year ended March 31, 2026
- Announcement under Regulation 30 (LODR)-Newspaper Publication 7 May - Please find attached herewith the extracts of Audited Financial Results for the Quarter and Year Ended March 31, 2026 published in Newspaper on May 7, …
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse