| Revenue growth | Aroma revenue down 39%; specialty turnover roughly flat-up. |
|---|---|
| Margins | EBITDA margin 3.4% to 0.5%; blends 11-12%, specialty overall ~8%. |
| Demand visibility | US ~2,500-2,700t, Europe ~1,300-1,500t Vanillin visibility next calendar year. |
| Management confidence | Defensive; blames external factors, hedges Q3, aspirational Q4 turnaround. |
Growth
Specialty turnover roughly flat-to-up (₹4,013→₹4,089 Mn), but Aroma revenue fell ₹774→₹472 Mn and gross profit fell ₹2,142→₹1,958 Mn.
Outlook
Rights issue ~₹250 Cr, with promoters ~₹150 Cr. Q4 FY27 target of ₹600 Cr revenue and ₹60 Cr+ EBITDA, contingent on liquidity. Q3 only 'slightly better' than Q2.
Risks
Channel financing, about ₹130 Cr overdue creditors and ₹190-200 Mn quarterly interest drag. Vanillin EBITDA near $2 per ton and Chinese capacity pressure.
Last quarter's promises, checked
Delivered
- Top-line secure (Q1 call) → specialty volumes recovered, turnover ₹4,013→₹4,089 Mn (= BEAT)
Partly delivered
- Blends ≥20% FY growth → specialty +1.9% QoQ, annual pace unproven (= PARTIAL)
Missed
- Q2 EBITDA margin 'significantly better' than Q1 (3.4%) → 0.5% (= MISS)
- Q2 vanillin 500–600 t → ~358 t (= MISS)
- Aroma positive Q2 EBITDA → Aroma revenue ₹774→₹472 Mn (−39%), EBITDA undisclosed (= MISS)
Earnings Call Transcript filed with NSE, 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 Investor Presentation: Key Takeaways
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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.