ALFA Finder| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 28% YoY increase in Q1 FY27 revenue. |
|---|---|
| Margins | Margins expected to swing to double-digits by Q3 FY27. |
| Order book | Orders in hand for Ethyl Vanillin and Methyl Vanillin campaigns. |
| Demand visibility | Strong demand in U.S. and Europe for Vanillin and Blends. |
| Management confidence | High confidence in top-line delivery; margins under pressure but recovering. |
Growth
Revenue grew 28% YoY to INR 5,199 million. Blends revenue reached INR 3,000 million, tracking towards 20-30% annual growth.
Outlook
FY27 revenue guided at INR 22,000–23,000 million with 10-11% EBITDA margins. Anticipating double-digit margins by Q3 FY27.
Risks
High phenol and raw material prices, elevated freight costs, and elongated working capital cycles due to geopolitical conflicts.
Last quarter's promises, checked
Delivered
- Vanillin realization >$12.5 in Q4 → Delivered $12.5+ (= BEAT)
- Blends revenue growth ~20% → Delivered 17-18% (= BEAT)
- Italian loan reduction INR 85cr → Delivered INR 85cr reduction (= BEAT)
Partly delivered
- Vanillin sales Q4 300t+ → Delivered 320t (= BEAT)
- FY27 EBITDA margin 12-14% → Current Q1 4% (= PARTIAL)
Missed
- Vinpai monthly revenue INR 10cr → Delivered INR 17cr/3mo (= MISS)
Earnings Call Transcript 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