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.
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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.
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 Ltd reported revenue from operations of ₹491.5 Cr (+9.1% YoY) and a net loss of ₹29.7 Cr for Q2 FY27.
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 meets on 03 Nov 2026 to consider results and a proposed rights issue. Trading window closes until 05 Nov 2026.
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.
Mr. Pradip Kanakia ceased to be an Independent Director of Camlin Fine Sciences Ltd effective October 18, 2026, upon completion of his five-year term.
Camlin Fine Sciences Ltd reported the postal ballot voting results for the appointment of Mr. Atul Pradhan as a Non-Executive Independent Director, confirming the resolution's approval.
Camlin Fine Sciences Limited allotted 1,200 equity shares to employees exercising vested stock options under its ESOP 2018 scheme. The issue was priced at Rs. 85.00.
Camlin Fine Sciences Ltd has submitted its quarterly shareholding pattern as per SEBI regulations. This filing provides periodic data regarding the company's current share ownership structure.
Cyrille Damany, classified as 'Other', sold 1,000,000 equity shares of Camlin Fine Sciences Ltd for Rs. 9.75 Crore. The market sale reduced the holder's stake from 0.65% to 0.13%.
Camlin Fine Sciences filed a Postal Ballot Notice seeking approval to appoint Mr. Atul Pradhan as Non-Executive Independent Director. E-voting runs September 17 to October 16, 2026.
Camlin Fine Sciences appointed Mr. Atul Pradhan as Additional Non-Executive Independent Director effective September 11, 2026. The appointment is subject to shareholder approval via postal ballot.
Camlin Fine Sciences reported Q1 FY27 revenue of INR 5,199 million, up 28% YoY, though EBITDA margins were pressured to 4% by high raw material and freight costs.
Camlin Fine Sciences reported record quarterly revenue of Rs 5,199 Mn for Q1FY27, up 27.5% YoY, driven by strong growth in Specialty Ingredients and Aroma segments.
Camlin Fine Sciences Ltd reported revenue from operations of ₹519.9 Cr (+27.5% YoY) and a net loss of ₹33.6 Cr for Q1 FY27.
Camlin Fine Sciences Limited held its 33rd Annual General Meeting on August 11, 2026. All resolutions proposed in the notice were passed by the shareholders.
Camlin Fine Sciences Limited will hold a board meeting on August 11, 2026. The board will consider and approve un-audited financial results for the quarter ended June 2026.
Promoter Ashish Subhash Dandekar released a pledge of 4,000 equity shares of Camlin Fine Sciences Ltd. This release followed the repayment of borrowings by the company.
Camlin Fine Sciences informed shareholders about the upcoming 33rd Annual General Meeting and the availability of the Annual Report 2025-26 on its website.
Camlin Fine Sciences Limited has submitted its Business Responsibility and Sustainability Report (BRSR) for the Financial Year 2025-26.
Camlin Fine Sciences Ltd has issued a notice for its 33rd Annual General Meeting scheduled for August 11, 2026, to be held via video conferencing.
Camlin Fine Sciences Ltd has filed its Annual Report for the financial year 2025-26. The 33rd AGM is scheduled for August 11, 2026.
Camlin Fine Sciences completed a cash tender offer acquiring the remaining Vinpai shares, raising its holding to 95.41%. No financial amount is disclosed.
Camlin Fine Sciences announced the resignation of VP R&D Mr. Anvarhusen Bilakhiya, effective July 7, 2026. His departure follows a personal commitment, as per his resignation letter.
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.
Camlin Fine Sciences submitted its Annual Secretarial Compliance Report for the year ended March 31, 2026. The report indicates no material non-compliances or regulatory observations.
Camlin Fine Sciences appointed Pankaj Pandey as CFO, while current CFO Santosh Parab transitions to President - Strategy. New cost and internal auditors were also appointed.
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.
Camlin Fine Sciences Ltd reported revenue from operations of ₹424.8 Cr (-1.6% YoY) and net profit of ₹86.3 Cr (+86200.0% YoY) for Q4 FY26.