| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 28% YoY increase in Q1 FY27 revenue. |
|---|---|
| Margins | Margins expected to swing to double-digits by Q3 FY27. |
| Order book | Orders in hand for Ethyl Vanillin and Methyl Vanillin campaigns. |
| Demand visibility | Strong demand in U.S. and Europe for Vanillin and Blends. |
| Management confidence | High confidence in top-line delivery; margins under pressure but recovering. |
Growth
Revenue grew 28% YoY to INR 5,199 million. Blends revenue reached INR 3,000 million, tracking towards 20-30% annual growth.
Outlook
FY27 revenue guided at INR 22,000–23,000 million with 10-11% EBITDA margins. Anticipating double-digit margins by Q3 FY27.
Risks
High phenol and raw material prices, elevated freight costs, and elongated working capital cycles due to geopolitical conflicts.
Last quarter's promises, checked
Delivered
- Vanillin realization >$12.5 in Q4 → Delivered $12.5+ (= BEAT)
- Blends revenue growth ~20% → Delivered 17-18% (= BEAT)
- Italian loan reduction INR 85cr → Delivered INR 85cr reduction (= BEAT)
Partly delivered
- Vanillin sales Q4 300t+ → Delivered 320t (= BEAT)
- FY27 EBITDA margin 12-14% → Current Q1 4% (= PARTIAL)
Missed
- Vinpai monthly revenue INR 10cr → Delivered INR 17cr/3mo (= MISS)
Earnings Call Transcript filed with BSE, NSE: CAMLINFINE. Summary written with AI assistance from the document.
Camlin Fine Sciences Ltd: key numbers
- Share price
- ₹94.49
- Market cap
- ₹1,815 Cr
- Revenue (annual)
- ₹1,723 Cr
- Net profit (annual)
- ₹27.63 Cr
- P/E (TTM)
- 308.6×Sector 37.2×
- Promoter holding
- 48.03%+0.00% QoQ
- FII holding
- 0.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Camlin Fine Sciences Ltd
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Camlin Fine Sciences Investor Presentation: Key Takeaways
Camlin Fine Sciences reported record quarterly revenue of Rs 5,199 Mn for Q1FY27, up 27.5% YoY, driven by strong growth in Specialty Ingredients and Aroma segments.
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- Key figure
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Camlin Fine Sciences Annual General Meeting
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