Laxmi Organic Industries Ltd. · NSE:LXCHEM
Laxmi Organic Industries — Q2 FY27 Earnings Presentation
24 slides from Laxmi Organic Industries's earnings presentation, Nov 5, 2026
Slide 1: Exchange intimation letter for analyst meeting presentation
November 5, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department, Exchange Plaza, Bandra Kurla Complex, 1st Floor, New Trading Ring, Bandra (E), Rotunda Building, P. J. Towers, Mumbai – 400 051 Dalal Street, Fort, Trading Symbol: LXCHEM Mumbai – 400 001 Scrip C
Slide 2: Geared to Win; Geared for Growth – Investor Presentation Q2 FY27
Geared to Win; Geared for Growth Investor Presentation – Q2 FY27 November 2026 www.laxmi.com
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), have been prepared by Laxmi Organic Industries Limited (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall no
Slide 4: Key Highlights – Q2 FY27
Key Highlights – Q2 FY27 Markets remained volatile due to geopolitical disturbances, impacting feedstock prices and supply chain Strong double-digit volume and revenue growth across the portfolio Supply chain disruptions managed well to ensure timely material availability Higher realizations, cost p
Slide 5: Financial Highlights Q2 & H1FY27
Financial Highlights Q2 & H1FY27 www.laxmi.com
Slide 6: Consolidated Financial Highlights – Q2FY27 and H1FY27
Consolidated Financial Highlights– Q2FY27 and H1FY27 Highest ever half-yearly Revenue and EBITDA (in INR Mn.) Revenue EBITDA* PAT* +47% +228% +285% 20,511 2,223 1,247 +55% +191% 13,927 +418% 10,827 1,080 570 6,997 678 324 371 110 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27
Slide 7: Consolidated Business Highlights – Q2FY27 and H1FY27
Consolidated Business Highlights – Q2FY27 and H1FY27 (in INR Mn.) Essentials Revenue Specialties Revenue +56% +26% 15,606 4,904 +61% 3,903 +36% 10,024 8,341 2,486 5,166 1,831 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 EBITDA Contribution (in %) Specialties - • Delivered positive volumes
Slide 8: Consolidated Profit & Loss – Q2FY27 and H1FY27
Consolidated Profit & Loss – Q2FY27 and H1FY27 (in INR Mn.) Particulars (Rs. Mn) Q2FY27 Q2FY26 Y-o-Y Q1FY27 Q-o-Q H1FY27 H1FY26 Y-o-Y Revenue from operations 10,827 6,997 54.7% 9,683 11.8% 20,511 13,927 47.3% COGS 7,188 4,679 6,057 13,245 9,473 -0 Gross Margin 3,639 2,318 56.9% 3,627 0.3% 7,265 4,45
Slide 9: De-risking continues to Deliver
De-risking continues to Deliver Exports continue to remain Relevant Revenue from Top 10 Customers 30% 32% 36% 35% 27% 23% 23% 20% 70% 68% 64% 65% FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 Exports Domestic LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 8
Slide 10: Capex Update – Dahej
Capex Update – Dahej Inorganic Environmental Clearance (EC) - May’24 Bhoomi Pujan - May’24 Consent-to-Operate received Civil foundation Organic Consent-to- for production (first phase) completed. Other Establish – Jun’24 and commercial delivery activities progressing on started schedule. Q1 Q2 Q3 Q1
Slide 11: Looking Ahead
Looking Ahead Continued volatility across the broader operating environment Intensified focus on Customer engagement and Long-term partnerships Stabilisation and Ramp-up of Dahej Phase II Commissioning of Project Vaayu Expanding green energy base LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 10
Slide 12: Company Overview
Company Overview www.laxmi.com
Slide 13: Laxmi Organic Industries Ltd. – A Leading Indian Chemical Company
Laxmi Organic Industries Ltd. – A Leading Indian Chemical Company Essentials BU - Lean & Reliable Specialties BU - World Class Technology Supplier serving diverse industries platforms with strong development capabilities serving diverse industries Emphasis on Development, Quality, and ESG. Large Sca
Slide 14: Our Core Values and Integrated EHS Program
Our Core Values and Integrated EHS Program Lost Time Injury (LTI) and Process Safety incident (PSI) targets for VPs and above Employee Health & Safety INTEGRITY INNOVATION Accident and EHS Risk To do what is right in the To create a culture where Incident Analysis Assessment interest of all our stak
Slide 15: Laxmi's Value Chains
Laxmi’s Value Chains Key RMs Technology Platforms and Product/ Product Groups Customer Industries 1. Esterification Platform Alcohols Ethyl Acetate N-Propyl Acetate N-Butyl Acetate Essentials Pharma Agro-chem Packaging Inks & Business 2. Acetylation Platform Paints Acetic Acid #1 in India Acetic Anh
Slide 16: Innovation, Development & Scale-up Capabilities
Innovation, Development & Scale-up Capabilities R&D Capabilities & Infrastructure Process Engineering Capabilities 1 R&D: 65+ R&D Chemist & Scientists Mahad Site 1 Engineering: 40+ Engineers and Scientists 2500 Sq Ft, 6 fume hoods COMMERCIAL Operational since 2012 • 30+ Diketene Derivatives PILOT •
Slide 17: Strategically located brownfield sites are geared for growth
Laxmi’s strategically located brownfield sites are geared for growth Europe Mahad (2 Sites) As part of the global footprint, we have • Offices in Amsterdam and Shanghai. • Tank operations in Antwerp and Genoa. China • Land parcel: 45 acres • Land Occupancy: 90% Belgium India Netherlands Italy Shangh
Slide 18: Board of Directors
Board of Directors Ravi Goenka Dr Rajan Venkatesh Harshvardhan Goenka Rajeev Goenka Manish Chokhani Executive Chairman Managing Director & Chief Executive Director – Strategy Non-Executive Director Non-Executive Director Executive Officer & Business Development Bachelor’s degree in Chemical Masters
Slide 19: Management Team (1/2)
Management Team (1/2) Dr. Rajan Venkatesh Harshvardhan Goenka Amit Jain Managing Director & CEO Executive Director Chief Financial Officer Ph.D.(Polymer Chemistry), M.Phil. B.Sc. (Babson College, School of Chartered Accountant with 30 years (Polymer Science), M.Sc. (Chemistry) Business, Boston, USA)
Slide 20: Management Team (2/2)
Management Team (2/2) Rajesh Naik Susheel Mittal Prateek Singh President (Manufacturing) Chief Supply Chain Officer Chief Human Resource Officer B. Tech Chemical & PG Diploma in MBA (IIM-A) | B.Sc. (Hons.) B.Tech (Mechanical Engineering) | Financial Management. 30 years of Agriculture & Animal Husba
Slide 21: Laxmi Lote Site Receives HSE Team of the Year Award 2026
Laxmi Lote Site Receives “HSE Team of the Year Award 2026” National Level Award which recognizes a collective Health, Safety, and Environment (HSE) team for its outstanding leadership, innovation, and measurable impact in advancing workplace safety, employee health, wellbeing, and environmental perf
Slide 22: Accreditation & Certification
Accreditation & Certification Recognized for its sustainable practices Accredited facilities Going beyond the regulatory compliances Biobased Product Label for Ethyl Acetate 87.5% Score LAXMI ORGANIC INDUSTRIES LIMITED | Q2FY27 21
Slide 23: Successful Recertification of ISCC Plus GHG Certification for Dahej
Successful Recertification of ISCC Plus GHG Certification for Dahej ISCC (International Sustainability and Carbon Certification) Plus Certification Audit was successfully completed at Site 4 from 17–19 Nov 2025 without any non-conformity and observations. ISCC PLUS is a globally recognized, voluntar
Slide 24: Thank You
Thank You Company: Laxmi Organic Industries Limited Investor Relations: Strategic Growth Advisors Pvt. Ltd. www.laxmi.com www.sgapl.net CIN: L24200MH1989PLC051736 CIN: U74140MH2010PTC204285 Mr. Sagar Shroff / Mr. Tanay Shah Mr. Aniket Hirpara Email: sagar.shroff@sgapl.net / tanay.shah@sgapl.net Emai
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