| Revenue growth | 40% QoQ consolidated growth; YoY revenue declined due to export headwinds. |
|---|---|
| Margins | EBITDA margins moving toward normalized levels; FY28 target 16-18%. |
| Demand visibility | Strong order flows returning as U.S. tariff clarity improves. |
| Management confidence | High confidence in Dahej facility ramping up and product quality approvals. |
Growth
Standalone Q4 revenue ₹112cr (+34% QoQ); Consolidated EBITDA ₹16cr (+124% QoQ); Standalone PAT ₹12cr (+182% QoQ).
Outlook
FY28 guidance: Consolidated turnover ₹1,100cr with 16-18% EBITDA margins. Dahej plant peak revenue potential ₹800cr (3-3.5x asset turn).
Risks
Geopolitical tensions causing high phenol prices and supply volatility; U.S. tariff uncertainties impacted YoY mint export volumes.
Earnings Call filed with NSE, NSE: GEMAROMA. Summary written with AI assistance from 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.
More from Gem Aromatics Ltd
All →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
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
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.
Gem Aromatics Investor Presentation: Key Takeaways
Gem Aromatics reports Q1FY27 standalone revenue growth of 9% YoY. Strategy focuses on scaling the new Dahej facility and expanding into higher-value specialty molecules like cooling agents and phenol derivatives.
Gem Aromatics Q1 FY27 Results: Net Loss of ₹7.9 Cr
Gem Aromatics Ltd reported revenue from operations of ₹98.8 Cr (+12.8% YoY) and a net loss of ₹7.9 Cr for Q1 FY27.
- Key figure
- Net loss ₹7.9 Cr
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.