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Earnings Call

Gem Aromatics Earnings Call: Key Takeaways

Gem Aromatics reports sequential recovery in Q4FY26 with revenue of ₹110 Cr (Consolidated). Focus is on ramp-up at the greenfield Dahej facility and higher-value specialty molecules.

Highlights
Revenue growth40% QoQ consolidated growth driven by volume recovery.
MarginsSequential improvement; Standalone EBITDA margin 13.4% vs 9.1% in Q3.
Demand visibilityGradual recovery in domestic and global demand noted.
Management confidenceOptimistic on long-term outlook despite near-term raw material volatility.

Growth

Consolidated Q4FY26 revenue grew 40% QoQ to ₹110 Cr; PAT turned positive at ₹1 Cr vs ₹5 Cr loss in Q3.

Outlook

Completed ₹260 Cr Dahej capex; commercial production of GEM Cool 5 and Safranal commenced Feb 2026 for future growth.

Risks

Elevated phenol prices and supply volatility due to geopolitical issues impacting production timelines for phenol derivatives.

Source

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

Read the document ↗

Gem Aromatics Ltd: key numbers

Share price
₹158.93
Market cap
₹830.2 Cr
Revenue (annual)
₹366.5 Cr
Net profit (annual)
₹1.42 Cr
P/E (TTM)
-57.5×Sector 37.5×
Promoter holding
57.45%+0.44% QoQ
FII holding
0.75%Current quarter

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

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18:18 IST BSE
Acquisition

Gem Aromatics Acquisition Worth ₹225.2 Cr

Gem Aromatics Limited is acquiring Krystal Ingredients Private Limited for ₹225.21 Crore through the conversion of a loan into equity.

Value
₹225.2 Cr
18:06 IST BSE
Acquisition

Gem Aromatics Acquisition

Gem Aromatics Limited approved converting existing inter-company loans into equity shares of its wholly-owned subsidiary, Krystal Ingredients Private Limited, to strengthen the subsidiary's capital base.

Execution
Within one month from receipt of requisite approvals
17:50 IST BSE
Annual Report

Gem Aromatics Annual Report

The company submitted a revised Annual Report for FY 2025-26, replacing inadvertently attached unfinalized annexures. No content changes were made to the report.