NSE: FAIRCHEMOR · BSE: 543252 · ISIN INE0DNW01011
Fairchem Organics Limited stock analysis
Fairchem Organics Limited ranks #2256 in the TickerSutra evidence-ranked universe with a score of 47/100 and 89% data confidence. The latest captured fundamentals show ROCE of 3.3%, quarterly sales growth of 34.4% and quarterly profit growth of 755.6%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 1.91×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Extreme base-effect growth requires manual validation
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹643cr | ₹105cr | ₹68cr | 16.0% |
| 2023 | ₹648cr | ₹72cr | ₹44cr | 11.0% |
| 2024 | ₹621cr | ₹67cr | ₹40cr | 11.0% |
| 2025 | ₹538cr | ₹43cr | ₹22cr | 8.0% |
| 2026 | ₹460cr | ₹22cr | ₹6cr | 4.7% |
| TTM | ₹505cr | ₹34cr | ₹14cr | 7.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
MANAGEMENT COMMENTARY
Signals from filed documents
Our revenues from operations have grown. Basically, they have been driven primarily by higher price realization on account of elevated raw material costs as well as lower imports amid ongoing supply chain constraints. I am pleased to note that our EBITDA margins have also further improved to more than 10% during the quarter, supported by better realization in domestic markets as impo rt pressure continues to ease.
Additionally, we are working towards integrating responsible sourcing practices by engaging with suppliers on ethical labour conditions and legal compliance, thereby extending our human rights commitment beyond our immediate workforce. From a financial perspective, proactively addressing human rights contributes to enhanced stakeholder trust, strengthens our appeal to ESG-conscious investors, and ensures alignment wi
So, around two quarters back in the conference call, you had mentioned that you were not willing to sell at the prices in which one of the domestic competitors was selling dimer acid and linoleic acid. So, currently as of today, so due to better price realization, a re you comfortable now in selling at a max utilization capacity and due to better price realization as well as due to less tailwind as compared to around
Establishing and maintaining high safety standards requires upfront investment in infrastructure, training, periodic audits, and compliance systems. These costs can be substantial, especially when upgrading to meet evolving regulatory expectations. Any lapse in safety could result in severe financial consequences, including operational shutdowns, legal action, and significant compensation payouts.
(Yes/No) Yes Yes Yes Yes Yes Yes Yes Yes Yes b. Has the policy been approved by the Board? (Yes/No) The Company has developed comprehensive policies covering all NGRBC principles.
These factors can translate into improved access to capital, increased customer retention, and long-term value creation. On the other hand, failure to manage human rights risks could lead to reputational damage, regulatory penalties, business disruptions, or even exclusion from global supply chains—particularly as importers and institutional investors raise expectations around ethical sourcing and social responsibili
And you also mentioned to an earlier question that the margins will sustain. So, are there no benefits of operating leverage or do you expect things to sort of... some pricing pressure, etc., to come back2 Nahoosh Jariwala: Not that.
So, are there no benefits of operating leverage or do you expect things to sort of... some pricing pressure, etc., to come back2 Nahoosh Jariwala: Not that. But basically, I mean, I cannot say.
Bhavesh Shah: There might be some confusion at your end. But the new capacity which is coming from Q2 of 40,000 metric tons, it is of dimer acid and that and other product? It's in the family of oleochemical.
Nature of Industry: Manufacture of Specialty Oleo Chemicals 2. Date or expected date of commencement of production: The commercial production had already commenced in 1996 when it was under the name of Fairchem Speciality Limited. Explanatory Statement Pursuant to Section 102 of the Companies Act, 2013 Statutory Report 01-95 96-144 Financial Statements Annual Report 2025-26 17 3.
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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