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Earnings Call

Camlin Fine Sciences Earnings Call: Key Takeaways

Camlin Fine Sciences reported Q4 revenue of ₹424cr and FY26 revenue of ₹1,723cr. Strategy focuses on shifting from 'Straights' to 'Blends' and scaling Vanillin production.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with strategic recovery plans rather than a material guidance beat.
Highlights
Revenue growthFY27 guided at ₹2,200-2,400cr.
MarginsTargeting 12-14% EBITDA for FY27 vs 5% in Q4.
Order bookLarge order book across businesses; 300 MT Ethyl Vanillin for Q1.
Demand visibilityStrong order book for Ethyl Vanillin; 50% of campaign covered.
Management confidenceHigh on Blends and Vanillin scaling despite macro headwinds.

Growth

FY26 revenue reached ₹1,723cr; Blends grew 17% (18% including Europe). Q4 EBITDA at ₹21cr (5% margin).

Outlook

FY27 revenue guidance ₹2,200-2,400cr with 12-14% EBITDA margins. Vanillin volume target 2,200-2,400 MT for U.S.

Risks

Geopolitical conflicts causing 20% shipment delays, high freight costs, and raw material (Phenol/Caustic) price spikes.

Source

Earnings Call filed with BSE, 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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