)
Laxmi Organic Industries (LXCHEM) investor relations material
Laxmi Organic Industries Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 and 9M FY2026 saw continued challenges in the global chemical industry, with cost optimization, asset shutdowns, and supply chain restructuring prevalent worldwide.
Demand from key customer industries like packaging, inks, adhesives, and pharmaceuticals remained stable, while agrochemicals were moderate and paints/coatings weak to moderate.
The company maintained market share but faced financial pressure due to market price moderation, absence of a one-time campaign product, and phase-out of an agrochemical intermediate.
The company focused on productivity, commercial excellence, execution, cost discipline, and growth projects.
Unaudited standalone and consolidated financial results for Q3 and nine months ended December 31, 2025, were approved and reviewed by the Board and auditors.
Financial highlights
Q3 revenue declined by nearly 9% year-over-year to INR 7,187 Mn; EBITDA fell 33% to INR 499 Mn; PAT was INR 254 Mn, down from INR 293 Mn.
Adjusted EBITDA for the quarter was INR 140 Mn.
One-time gain of INR 407 Mn from a favorable Supreme Court order on wheeling and transmission charges, offset by INR 38 Mn labor court provision and INR 9 Mn supply chain redesign costs.
Employee costs rose to INR 460 Mn due to headcount increases and annual increments.
Standalone Q3 FY26 profit after tax: INR 198.31 Mn; consolidated: INR 255.99 Mn.
Outlook and guidance
Acetic acid prices, a key feedstock, have rebounded from unsustainable lows and are expected to stabilize between $330-$380/MT, supporting improved ethyl acetate spreads.
Specialty segment margins are expected to gradually recover as new products ramp up and Dahej phase two comes online, with full ramp-up targeted for FY2028.
Essential segment growth will be driven by new capacity additions, with domestic demand remaining robust.
The Dahej facility project remains on track, with Phase 2 completion targeted by end of Q4.
Deferred tax liabilities re-measured due to adoption of new tax rate (25.17%) under section 115BBA, with a reversal of INR 97.18 Mn.
Next Laxmi Organic Industries earnings date
Next Laxmi Organic Industries earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)