| Revenue growth | Q2 +9.2% YoY; H1 +17.9% YoY |
|---|---|
| Margins | Q2 EBITDA margin 0.45% vs 7.91% YoY; gross margin 39.8% vs 46.5% |
| Demand visibility | Blends growth momentum; Aroma demand recovery expected over coming quarters |
| Management confidence | Cautious; acknowledges liquidity challenges and external headwinds |
Growth
Q2 revenue +9.2% YoY; H1 +17.9%. Blends and Straights +26% YoY in Q2; Aroma -41%.
Outlook
No numeric guidance. Aroma volumes and realisations to improve; Blends growth to continue; rights issue up to Rs2,500mn.
Risks
Raw material inflation, weak pass-through, liquidity issues, freight disruption, Aroma changeover, Diphenol shutdown.
Last quarter's promises, checked
Delivered
- Blends growth ≥20% (budget 25-30%) → Blends +26% YoY (= BEAT)
- Capital raise 'as soon as final' → Rs2,500mn rights issue approved (= BEAT)
Partly delivered
- FY27 INR2,200-2,300cr top line → H1 +17.9% YoY, FY pending (= PARTIAL)
- INR100-200cr credit lines in 1-1.5 months → borrowings Rs6,294mn vs Rs6,681mn Mar-26, new line not evidenced (= PARTIAL)
Missed
- Q2 EBITDA margin up on Q1 (~4%) → 0.45% (= MISS)
- Aroma positive EBITDA Q2 → Aroma revenue -41% YoY, EBITDA undisclosed (= MISS)
Investor Presentation filed with BSE, NSE: CAMLINFINE. Summary written with AI assistance from the document.
Camlin Fine Sciences Ltd: key numbers
- Share price
- ₹74.15
- Market cap
- ₹1,424 Cr
- Revenue (annual)
- ₹1,723 Cr
- Net profit (annual)
- ₹27.63 Cr
- P/E (TTM)
- -187.7×Sector 34.1×
- Promoter holding
- 48.03%+0.00% QoQ
- FII holding
- 0.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Camlin Fine Sciences Ltd
All →Camlin Fine Sciences Earnings Call Transcript: Key Takeaways
EBITDA margin collapsed to about 0.5% from 3.4% as liquidity stress hit gross margin. A ₹250 Cr rights issue is pitched as the fix, and Q3 is described as a fight to stay afloat.
Camlin Fine Sciences Q2 FY27 Results: Net Loss of ₹29.7 Cr, Loss Widens
Camlin Fine Sciences Ltd reported revenue from operations of ₹491.5 Cr (+9.1% YoY) and a net loss of ₹29.7 Cr for Q2 FY27.
- Key figure
- Net loss ₹29.7 Cr
Camlin Fine Sciences Legal & Regulatory
SEBI issued an administrative warning to Camlin Fine Sciences over misclassified promoter-group shareholders in filings. No monetary penalty; compliance must improve to avoid enforcement.
Camlin Fine Sciences Board Meeting Date
Camlin Fine Sciences' board meets on 03 Nov 2026 to consider results and a proposed rights issue. Trading window closes until 05 Nov 2026.
Camlin Fine Sciences Share Pledge
Camlin Fine Sciences promoter-director Ashish Dandekar created pledges over 13.60 lakh shares worth ₹11.39 Cr. No change in shareholding; total pledged exposure rises for investors to monitor.
- Value
- ₹11.39 Cr
Camlin Fine Sciences Management Change
Mr. Pradip Kanakia ceased to be an Independent Director of Camlin Fine Sciences Ltd effective October 18, 2026, upon completion of his five-year term.