LXCHEM Q4 FY26 Guidance vs Delivery (LXCHEM Management Mirror)

Dahej Phase 2 Expansion

Management expects chemical charging in the Jun'26 Qtr, driving positive P&L impacts by the second half of FY27 and a gradual volume ramp-up through FY28. This maintains the commercialization timeline set in the Dec'25 Qtr and Sep'25 Qtr, which targeted mechanical completion by Mar'26 and a multiyear take-or-pay backed scale-up starting in FY27. [Status: Reaffirmed]