Fairchem Organics Limited has submitted the audio recording of its earnings conference call held on February 9, 2026, discussing Q3FY26 unaudited financial results for the quarter and nine months ended December 31, 2025. The submission was made under Regulation 30 read with Schedule III, Part A of SEBI (LODR) Regulations, 2015.

Q3FY26 Financial Performance

The earnings presentation reveals the company's financial metrics for the third quarter:

Nine Months Performance Analysis

For the nine-month period ending December 31, 2025, the company reported:

Earnings Call Documentation and Compliance

The audio recording of the earnings call held on Monday, February 9, 2026, from 3:00 PM onwards is now available on the company's website. Company Secretary Jatin Jain formally communicated the submission to both NSE and BSE, ensuring full regulatory compliance.

Business Challenges and Market Dynamics

The presentation highlights several factors impacting performance. Revenue decline was attributed to weaker offtake from the paints segment and discontinuation of prime product exports to the USA. The paints sector's reduced material lifting is linked to market share challenges from new player entry, affecting both volume and realizations.

Raw material prices remained elevated due to higher custom duty (currently 16.5% versus original 5.5%) as global vegetable oil markets continued trading firm. Dimer Acid margins stayed under pressure, intensified by aggressive Chinese pricing and unchanged 7.5% import duty.

Export Strategy and Future Outlook

With recent announcements of level playing tariff with the US and proposed FTA with EU/UK, the company expressed confidence in quickly ramping up sales of high-margin products in export markets. The presentation notes that Fairchem is the only Isostearic Acid manufacturer in India and already exports this product to several countries.

Company Overview and Competitive Position

The company emphasizes its 29-year legacy as a leading manufacturer of Oleo Chemicals and Nutraceuticals. Fairchem operates a state-of-the-art manufacturing facility established in 1995, producing key products including Dimer Acid, Linoleic Acid, Palmitic Acid, Monomer Acid, Isostearic Acid, Mixed Tocopherols, and Sterol concentrate.

Fairchem Organics Limited has successfully completed the extinguishment of 4,25,000 fully paid-up equity shares with a face value of ₹10.00 each under its buyback program via tender offer route. The company has reduced its total equity share capital from 1,30,20,902 shares to 1,25,95,902 shares following the completion of the buyback program.

Buyback Program Timeline and Process

The buyback program followed a structured timeline as per SEBI regulations. The public announcement was dated December 29, 2025, and published on December 30, 2025. The letter of offer was dated January 6, 2026, along with a corrigendum dated January 7, 2026.

Share Capital Impact

The extinguishment has resulted in a significant change to the company's share capital structure. The reduction in the number of outstanding shares has proportionally increased the ownership percentage of existing shareholders.

Shareholding Pattern Changes

The buyback has resulted in changes to the shareholding pattern, with promoter and promoter group shareholding increasing due to the reduction in total share count.

Regulatory Compliance and Documentation

The extinguishment process was completed in full compliance with SEBI Buyback Regulations. All 4,25,000 shares were held in dematerialized form and were extinguished through Central Depository Services (India) Limited. The company's depository participant was Motilal Oswal Financial Services Limited with DP ID 12010900.

The extinguishment certificate was issued on January 30, 2026, and was duly signed by the Managing Director Nahoosh Jariwala and Nominee Director Sumit Maheshwari. The process was also verified by the company's secretarial auditors Parikh Dave and Associates and the registrar to the buyback, MUFG Intime India Private Limited.

Corporate Structure

Fairchem Organics Limited, a Fairfax company, operates from its registered office and works located at Village Chekhala, Sanand-Kadi Highway, Taluka Sanand, District Ahmedabad, Gujarat. The company is incorporated under CIN L24200GJ2019PLC129759 and is listed on both NSE and BSE.