Laxmi Organic Industries Limited
4,341words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
87%
25%
117.93 million
rs
2
90%
60%
40%
20%
80%
19.2%
INR 11000
Guidance — 3 items
Product Mix
opening
“For Specialties, during Q2, as we had explained in Q1, while maintaining market share, financials were impacted by (i) anticipated phase-out of one agrochemical product for which we supplied the intermediate (alternative product mapped), (ii) deferred deliveries to global customers which will now happen in second half of FY26, and (iii) market price moderation.”
Product Mix
opening
“The fluorine intermediates operations at the Lote facility continue ramping up well, and we remain on track to deliver revenues as previously outlined.”
Product Mix
opening
“Q1 FY25 Q2 FY25 Q3 FY25 Q1 FY26 Q1 Oct FY26 2025 Public hearing Completed on 18-Jul-24 Civil Foundation work for at Dahej.”
Advertisement
Risks & concerns — 2 flagged
(Hons.) Agriculture & Animal Husbandry 25+ years of global experience (BASF) Salil Mukundan Chief Technology Officer B.Tech (Chemical Engineering) (IIT Bombay) 34 years of experience across the Chemical and pharma (Deepak Nitrite, IPCA Laboratories) Lydia Wang Senior Vice President (China) 20+ years in direct procurement, cost control & contracts, managing complex, volatile supply markets (Axalta, BASF) Credit repair process Dr.
— Product Mix
Q2 demand signals from key industry segments that we serve were, (a) Packaging, Inks & Adhesives: Stable, (b) Agrochemicals: Moderate, (c) Paints & Coatings: Weak to Moderate, (d) Pharmaceuticals: Stable During Q2 key raw material pricing example acetic acid remained bearish, while ethanol pricing was flattish.
— Product Mix
Speaking time
2
Advertisement
Opening remarks
Product Mix
o Essentials – 60% o Specialties – 40% Dahej Mahad, Maharashtra (2 Sites) Lote Shanghai Dahej (Site 4) Lote (Site 3) • • • Land parcel: 116 acres Land Occupancy: <20% Product Mix (proposed): o Specialties – 60% o Essentials – 40% • • • Land parcel: 30 acres Land Occupancy: 60%
Product Mix
o Specialties – 80% o Essentials – 20% Scalable Brownfield Sites All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness 8 Network and Alliances Ravi Goenka Executive Chairman Dr Rajan Venkatesh Managing Director & Chief Executive Officer Harshvardhan Goenka Executive Director – Strategy & Business Development Rajeev Goenka Non-Executive Director Manish Chokhani Non-Executive Director in Chemical Bachelor’s degree Bangalore from Engineering University and has been a part of the Company since its inception in 1989. Masters in Chemistry, M. Phil. in in Polymer Science, and Ph.D. Polymer Chemistry. 19 years at BASF, culminating as Senior VP, Care Chemicals APAC. B.Sc. from Babson College, School of Business in Boston, USA, and 11 years the of chemicals industry. experience in degree in Business Masters’ Lehigh Administration University, Pennsylvania. Over 27 year
Advertisement