ALFA Finder| Revenue growth | 27.5% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin 3.4%; impacted by high raw material prices and logistics. |
| Demand visibility | Growth momentum expected to continue in Blends across all geographies. |
Growth
Revenue grew 27.5% YoY; Specialty Ingredients rose 37%, Aroma grew 37%, and Straights increased 41%.
Outlook
Aims for Aroma breakeven soon; continuing growth momentum in Blends and stabilization of Vitafor and Vinpai acquisitions.
Risks
High raw material prices, elevated logistics costs, elongated working capital cycles, and lingering global conflicts impacting transit times.
Last quarter's promises, checked
Delivered
- Guided 2,200-2,400 MT Vanillin FY27 → delivered steady volumes (= BEAT)
- Guided Blends growth → delivered 17% growth (= BEAT)
- Guided CFS Europe cash burn to zero → delivered liquidation/gain (= BEAT)
Partly delivered
- Guided Vinpai/Vitafor breakeven → delivered stabilization phase (= PARTIAL)
Missed
- Guided 20% Blends growth → delivered 17-18% (= MISS)
- Guided double-digit margins → delivered 3.4% EBITDA margin (= MISS)
Investor Presentation filed with BSE, NSE: CAMLINFINE. Summary written with AI assistance from the document.
Camlin Fine Sciences Ltd: key numbers
- Share price
- ₹79.24
- Market cap
- ₹1,522 Cr
- Revenue (annual)
- ₹1,723 Cr
- Net profit (annual)
- ₹27.63 Cr
- P/E (TTM)
- -200.6×Sector 35.5×
- Promoter holding
- 48.03%+0.00% QoQ
- FII holding
- 0.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Camlin Fine Sciences Ltd
All →Camlin Fine Sciences Earnings Call Transcript: Key Takeaways
EBITDA margin collapsed to about 0.5% from 3.4% as liquidity stress hit gross margin. A ₹250 Cr rights issue is pitched as the fix, and Q3 is described as a fight to stay afloat.
Camlin Fine Sciences Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs4,915mn (+9.2% YoY), but EBITDA margin fell to 0.45% and PAT loss was Rs281mn. Rights issue up to Rs2,500mn approved.
Camlin Fine Sciences Q2 FY27 Results: Net Loss of ₹29.7 Cr, Loss Widens
Camlin Fine Sciences Ltd reported revenue from operations of ₹491.5 Cr (+9.1% YoY) and a net loss of ₹29.7 Cr for Q2 FY27.
- Key figure
- Net loss ₹29.7 Cr
Camlin Fine Sciences Legal & Regulatory
SEBI issued an administrative warning to Camlin Fine Sciences over misclassified promoter-group shareholders in filings. No monetary penalty; compliance must improve to avoid enforcement.
Camlin Fine Sciences Board Meeting Date
Camlin Fine Sciences' board meets on 03 Nov 2026 to consider results and a proposed rights issue. Trading window closes until 05 Nov 2026.
Camlin Fine Sciences Share Pledge
Camlin Fine Sciences promoter-director Ashish Dandekar created pledges over 13.60 lakh shares worth ₹11.39 Cr. No change in shareholding; total pledged exposure rises for investors to monitor.
- Value
- ₹11.39 Cr