FAIRCHEMOR Q2 FY27 Guidance vs Delivery (FAIRCHEMOR Management Mirror)

Sep'26 Qtr Revenue Meets Growth Trajectory as EBITDA Margin Holds at >10% Guided in Jun'26 Qtr

For Sep'26 Qtr, Fairchem Organics Ltd reported revenue of 167 crore (up 49.7% YoY) and an EBITDA margin of 10.5%, with H1 FY27 revenue at 343 crore and EBITDA margin at 10.3% per quarterly financial results and concall. In Mar'26 Qtr, management targeted an 8% EBITDA margin for FY27, but in Jun'26 Qtr, following Q1 FY27's 10.14% margin, this was upgraded with guidance to maintain a run rate of >10% across the rest of FY27; the reported 10.5% margin for Sep'26 Qtr met this expectation. Moving forward, management aims for 5% to 10% quarterly sequential growth across top line and bottom line, maintaining or expanding EBITDA margins through operating leverage and lower input costs.