Fine Organic Industries Limited (FINEORG) Earnings Call Transcripts

Fine Organic Industries Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter and fiscal year 2026, Fine Organic Industries Limited reported a revenue increase of 4.3% year-over-year, totaling INR 2,365 crores, while profit after tax rose by 1.6% to INR 417 crores. The company maintained its EBITDA margin at 20.4%. Management highlighted ongoing challenges from elevated raw material prices and geopolitical uncertainties but expressed confidence in long-term growth prospects, particularly through strategic acquisitions and expansions in Malaysia and the U.S. No changes to guidance were noted, with expectations for flat growth until the commissioning of new facilities in FY '28.

Reported metrics

Guidance from management

Management expects flat growth until the commissioning of new facilities in FY '28, with a focus on stabilizing operations and customer relationships amidst ongoing raw material price pressures.

What management said

Thank you, sir. A very good afternoon to all of you who are joining today. Let me take you through the company's key consolidated financial performance parameters for the year financial year 2026. The revenues from the operation is up by 4.3% amounting to INR 2,365 crores from INR 2,269 crores in FY '25. The profit after tax for the FY '26 was up by 1.6% on a year-on-year basis from -- basis up to INR 417 crores as c...

No idea. My friend. No idea. As of now, no idea. We know what we are going to do there, what we're going to make there. But the prices are so volatile as of now, it is impossible to predict anything. But at the right time, we will announce that. As of now, we are totally focused only on the starting of the [indiscernible] facility. Once we achieve that, then probably, yes, we will have some idea to share with you.

What analysts pressed on

Analysts expressed concerns regarding the impact of raw material inflation on margins and the potential for flat growth in the near term. There were questions about the timing and scale of expansions in the U.S. and Thailand, as well as the strategic rationale behind the acquisition in Malaysia given the current capacity constraints.

Main topics on the call

• Revenue Growth — Fine Organic reported revenues of INR 2,365 crores for FY '26, up 4.3% from INR 2,269 crores in FY '25. Management stated, 'We have built a strong and globally recognized specialty additive platform.'
• Profit Margins — The profit after tax increased to INR 417 crores, reflecting a 1.6% growth year-over-year. The EBITDA margin remained stable at 20.4%, indicating operational efficiency amidst rising costs.
• Acquisition of Oleofine Organics — The company announced the acquisition of an 80% stake in Oleofine Organics in Malaysia for approximately MYR 34.2 million. Mukesh Shah noted, 'This acquisition aligns with our long-term growth strategy.'
• Expansion Plans — Management outlined ongoing investments in the SEZ project and U.S. manufacturing facility, with the latter expected to be world-scaled. They emphasized a cautious approach to expansion, stating, 'We will start walking b...

Read the full Fine Organic Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 Fine Organic Industries Limited earnings call transcripts on record, spanning May 13, 2024 to May 21, 2026. Based on this history, Fine Organic Industries Limited reports annually. The most recent call on file is dated May 21, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FINEORG

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

3

First call

May 13, 2024

Most recent

May 21, 2026

Reporting cadence

annually