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Investor Presentation

Oriental Aromatics Investor Presentation: Key Takeaways

Oriental Aromatics reports Q1-FY27 revenue of INR 2,598 Mn with a 7.62% EBITDA margin. Strategy focuses on integrated fragrance/flavour manufacturing and specialty aroma chemicals.

Highlights
Revenue growth15.2% YoY for Q1-FY27.
MarginsSequential EBITDA margin improvement of 71 bps.
Demand visibilitySustained demand across key product categories.
Management confidenceHigh regarding sustained demand and operational execution.

Growth

Revenue grew 15.2% YoY; PAT jumped to INR 25 Mn from INR 5 Mn. Sales volumes increased 22% YoY.

Outlook

Net Debt-to-Equity improved to 0.56x. Focus remains on capacity utilization, operational efficiency, and disciplined capital allocation.

Risks

EBITDA margin fell 41 bps YoY due to elevated raw material costs. Sequential sales volumes dropped 4%.

Last quarter's promises, checked

Delivered

  • Guided 10% annual revenue growth → delivered 11% FY26 growth (= BEAT)
  • Guided INR 1,000 Cr revenue milestone → delivered INR 1,030.8 Cr (= BEAT)
  • Guided 33% revenue split per division → delivered ~33% each (= BEAT)

Partly delivered

  • Guided Mahad ramp-up to EBITDA neutral in 1 year → delivered 1-1.5% margin drag (= PARTIAL)

Missed

  • Guided ~10% EBITDA margin → delivered 6.6% for FY26 (= MISS)
  • Guided 0.98 bps PAT margin impact from Mahad → delivered 0.32% total PAT margin (= MISS)
Source

Investor Presentation filed with NSE, NSE: OAL. Summary written with AI assistance from the document.

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Oriental Aromatics Ltd: key numbers

Share price
₹533.65
Market cap
₹1,796 Cr
Revenue (annual)
₹1,031 Cr
Net profit (annual)
₹3.31 Cr
P/E (TTM)
337.6×Sector 37.5×
Promoter holding
74.17%+0.00% QoQ
FII holding
0.02%Current quarter

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

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13:27 IST BSE
Other Announcement

Oriental Aromatics Other Announcement

Oriental Aromatics Limited has received a revised ESG rating from Crisil ESG Ratings & Analytics. The score improved to 'Crisil ESG 56' from 'Crisil ESG 51'.

16:53 IST BSE
Financial Results

Oriental Aromatics Q1 FY27 Results: Net Profit ₹2.5 Cr, Up 400.0% YoY

Oriental Aromatics Ltd reported revenue from operations of ₹259.8 Cr (+15.2% YoY) and net profit of ₹2.5 Cr (+400.0% YoY) for Q1 FY27.

Key figure
Net profit ₹2.5 Cr · +400.0% YoY