LXCHEMNSEQ2FY26October 29, 2025

Laxmi Organic Industries Limited

4,341words
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Key numbers — 40 extracted
rs,
ited Corporate Relationship Department, 1st Floor, New Trading Ring, Rotunda Building, P. J. Towers, Dalal Street, Fort, Mumbai – 400 001 Scrip Code: 543277 Dear Sir / Madam, Sub: Presentation fo
87%
t, Quality, and ESG. Responsible Care certified by ICC and Together for Sustainability Score of 87% Large Scale Operations (300 kT+), Current Asset Base ~ USD 100 Mil R&D Strength of ~100 employe
25%
l 4 Revenue Manufacturing Sites 50+ Products 650+ 50+ Active Customers Countries Served ~25% Green Power 4 Our Core Values and Integrated EHS Program INTEGRITY INNOVATION To do what is ri
117.93 million
PROGRAM Emergency Plan Operational Control Continuous Training Regulatory Compliance Achieved 117.93 million incident free manhours for Site 1, 2 and 3* * Reportable lost time injury-free manhours YTD Septe
rs 2
ers Amides Arylides Specialties Business #1 in India #3 Globally* Hydrofluoric Acid EO/ Others 2. Fluorination/ Perfluorination Platform Solid Liquid Gas Pharma Agro-chem Dyes/ Pigments Pa
90%
Belgium Netherlands Italy India Mahad (2 Sites) • • • Land parcel: 45 acres Land Occupancy: 90% Product Mix: o Essentials – 60% o Specialties – 40% Dahej Mahad, Maharashtra (2 Sites) Lote
60%
a Mahad (2 Sites) • • • Land parcel: 45 acres Land Occupancy: 90% Product Mix: o Essentials – 60% o Specialties – 40% Dahej Mahad, Maharashtra (2 Sites) Lote Shanghai Dahej (Site 4) Lote (Si
40%
• • • Land parcel: 45 acres Land Occupancy: 90% Product Mix: o Essentials – 60% o Specialties – 40% Dahej Mahad, Maharashtra (2 Sites) Lote Shanghai Dahej (Site 4) Lote (Site 3) • • • Land p
20%
es) 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 La
80%
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.
19.2%
taldehyde Revenue - Essentials Revenue - Specialties EBITDA - Essentials EBITDA - Specialties +19.2% 3084 2791 2865 In INR crores 2986 2036 1074 822 253 116 67 49 1290 1016 275 147 114
INR 11000
Q® was concluded. As shared, we can accommodate the capex for the same in the previously announced INR 11000 mn. At our upcoming Dahej site, around the auspicious period of Diwali we received the Consent to O
Guidance — 3 items
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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.
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The fluorine intermediates operations at the Lote facility continue ramping up well, and we remain on track to deliver revenues as previously outlined.
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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.
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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
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Opening remarks
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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
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