ALFA Finder| Revenue growth | Q2 +17.3% YoY, +22.5% QoQ; H1 +16.3% |
|---|---|
| Margins | Q2 EBITDA margin 7.95%, +161 bps YoY, +33 bps QoQ |
| Demand visibility | H1 volumes +7% YoY; F&F volumes +20% QoQ |
Growth
Q2 revenue +17.3% YoY; PAT INR 58 Mn (vs 7). H1 revenue +16.3%; PAT INR 83 Mn (vs 12).
Outlook
No explicit numeric guidance. Mahad commercial ramp-up continuing; Unilever manufacturing arrangement newly signed.
Risks
Higher Alpha-Pinene costs hit Q2 camphor offtake. Net D/E rose to 0.64x; Q2 finance cost INR 86 Mn.
Last quarter's promises, checked
Delivered
- Sales +10–15% next yr → H1 +16.3%, Q2 +17.3% (= BEAT)
- Sequential margin gain → Q2 EBITDA 7.95%, +33 bps QoQ (= BEAT)
Partly delivered
- Mahad 75–80% utilization (Q1 50–60%) → Q2 utilization not disclosed (= PARTIAL)
- Input-cost pass-through → camphor price hikes, no figure given (= PARTIAL)
Missed
- Net D/E 0.56x (Jun-26) → 0.64x (= MISS)
- Q1 volume +22% YoY momentum → H1 volume +7% YoY, implying Q2 slowed (= MISS)
Investor Presentation filed with BSE, NSE: OAL. Summary written with AI assistance from the document.
Oriental Aromatics Ltd: key numbers
- Share price
- ₹489.85
- Market cap
- ₹1,649 Cr
- Revenue (annual)
- ₹1,031 Cr
- Net profit (annual)
- ₹3.31 Cr
- P/E (TTM)
- 159.0×Sector 35.5×
- Promoter holding
- 74.17%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Oriental Aromatics Ltd
All →Oriental Aromatics Earnings Call Transcript: Key Takeaways
Record Q2 revenue of ₹318 Cr (+17% YoY) and H1 EBITA margin up to 7.8%, but the Mahad plant drag, weak camphor volumes and undisclosed Unilever terms temper the story.
Oriental Aromatics Management Change
Oriental Aromatics appointed Ms. Amruda V. Nair as a non-executive independent director from 4 November 2026. Her five-year term needs shareholder approval through postal ballot.
Oriental Aromatics Q2 FY27 Results: Net Profit ₹5.8 Cr, Up 728.6% YoY
Oriental Aromatics Ltd reported revenue from operations of ₹318.2 Cr (+17.3% YoY) and net profit of ₹5.8 Cr (+728.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5.8 Cr · +728.6% YoY
Oriental Aromatics Partnership
Oriental Aromatics entered a non-exclusive strategic, manufacturing and technical arrangement with Unilever Industries. No monetary consideration or specific contract value was disclosed.
Oriental Aromatics Board Meeting Date
Oriental Aromatics will meet on 4 November 2026 to consider unaudited September quarter results. Trading window closed from 1 October until 6 November 2026.
Oriental Aromatics Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as per SEBI regulations.