ALFA Finder| Revenue growth | Record Q2 revenue ₹318 Cr, +17% YoY; H1 +16.3%. |
|---|---|
| Margins | H1 EBITA margin 7.8% vs 7.1%; Q2 7.94%, +158bps YoY. |
| Demand visibility | FMCG volumes improving; camphor demand weak, price-sensitive puja segment. |
| Management confidence | Cautiously optimistic; Unilever and Mahad timelines deflected without numbers. |
Growth
Q2 revenue ₹318.2 Cr, +17% YoY and +22% QoQ; H1 ₹578 Cr, +16.3% YoY. H1 volumes +7% YoY, so price/mix carries part of the growth.
Outlook
No numeric guidance with a timeframe except 10-12% sales growth and a 10% EBITA margin target. Mahad to reach 80%+ utilisation in 2-3 quarters.
Risks
Mahad at about 50-55% utilisation drags profit; camphor volumes weak on price sensitivity; raw-material inflation and Asian capacity pricing pressure.
Last quarter's promises, checked
Delivered
- Sales growth 10-15% over next 1 yr → H1 revenue +16.3% YoY, Q2 +17% (= BEAT)
Partly delivered
- Sustain volume growth → H1 volume +7% YoY vs Q1 +22% (= PARTIAL)
- Improve margins (Q1 EBITDA 7.62%) → Q2 EBITA 7.94%, different metric (= PARTIAL)
Missed
- Mahad 75-80% utilisation, EBITDA-positive (no date given) → 50-55% utilisation vs 50-60% in July; Mahad H1 sales down (= MISS)
Earnings Call Transcript filed with NSE, 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 Investor Presentation: Key Takeaways
Q2 FY27 record revenue INR 3,182 Mn (+17% YoY), EBITDA margin 7.95% (+161 bps YoY), PAT INR 58 Mn. H1 revenue INR 5,780 Mn (+16%). Mahad ramp-up and Unilever manufacturing tie-up drive strategy.
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.