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Earnings Call

Camlin Fine Sciences Earnings Call: Key Takeaways

CFS reported FY26 revenue of ₹17,233 mn (6% YoY growth) with an EBITDA margin of 6.2%. The company is pivoting towards high-value Blends and acquired Vinpai to diversify into natural ingredients.

Why this was an Alfa AlertNot a filter event. Financials showed a significant margin contraction and management did not state results exceeded prior guidance.
Highlights
Revenue growth6% YoY for FY26.
MarginsCompressed to 6.2% from 13.3% due to raw material and competition.
Demand visibilityMixed; improving for Vanillin, impacted by conflicts elsewhere.
Management confidenceHigh for Blends segment growth.

Growth

FY26 Revenue grew 6% to ₹17,233 mn; however, Adjusted EBITDA fell 50% YoY to ₹1,069 mn.

Outlook

Expects Vanillin recovery post-US tariff withdrawal; Blends targeting high momentum (April revenue ₹1,050+ mn); CFS Europe liquidation ongoing.

Risks

Geopolitical conflicts impacting raw material costs, logistics, and working capital; Chinese predatory pricing and oversupply in Straights.

Source

Earnings Call filed with NSE, NSE: CAMLINFINE. Summary written with AI assistance from the document.

Read the document ↗

Camlin Fine Sciences Ltd: key numbers

Share price
₹97.30
Market cap
₹1,869 Cr
Revenue (annual)
₹1,723 Cr
Net profit (annual)
₹27.63 Cr
P/E (TTM)
317.8×Sector 37.5×
Promoter holding
48.03%+0.00% QoQ
FII holding
0.91%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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