Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Gem Aromatics Earnings Call: Key Takeaways

Gem Aromatics reports Q4 FY26 sequential recovery with consolidated revenue of ₹110cr (up 40% QoQ). Strategy focuses on diversifying from mint into high-margin clove derivatives and cooling agents via the new Dahej facility.

Why this was an Alfa AlertNot a filter event. Management provided future guidance for FY28 but results were compared sequentially, not against a prior material guidance beat.
Highlights
Revenue growth40% QoQ consolidated growth; YoY revenue declined due to export headwinds.
MarginsEBITDA margins moving toward normalized levels; FY28 target 16-18%.
Demand visibilityStrong order flows returning as U.S. tariff clarity improves.
Management confidenceHigh confidence in Dahej facility ramping up and product quality approvals.

Growth

Standalone Q4 revenue ₹112cr (+34% QoQ); Consolidated EBITDA ₹16cr (+124% QoQ); Standalone PAT ₹12cr (+182% QoQ).

Outlook

FY28 guidance: Consolidated turnover ₹1,100cr with 16-18% EBITDA margins. Dahej plant peak revenue potential ₹800cr (3-3.5x asset turn).

Risks

Geopolitical tensions causing high phenol prices and supply volatility; U.S. tariff uncertainties impacted YoY mint export volumes.

Source

Earnings Call filed with NSE, NSE: GEMAROMA. Summary written with AI assistance from the document.

Read the document ↗

Gem Aromatics Ltd: key numbers

Share price
₹152.82
Market cap
₹798.3 Cr
Revenue (annual)
₹366.5 Cr
Net profit (annual)
₹1.42 Cr
P/E (TTM)
-55.3×Sector 37.2×
Promoter holding
57.45%+0.44% QoQ
FII holding
0.75%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Gem Aromatics Ltd

All →
18:18 IST BSE
Acquisition

Gem Aromatics Acquisition Worth ₹225.2 Cr

Gem Aromatics Limited is acquiring Krystal Ingredients Private Limited for ₹225.21 Crore through the conversion of a loan into equity.

Value
₹225.2 Cr
18:06 IST BSE
Acquisition

Gem Aromatics Acquisition

Gem Aromatics Limited approved converting existing inter-company loans into equity shares of its wholly-owned subsidiary, Krystal Ingredients Private Limited, to strengthen the subsidiary's capital base.

Execution
Within one month from receipt of requisite approvals
17:50 IST BSE
Annual Report

Gem Aromatics Annual Report

The company submitted a revised Annual Report for FY 2025-26, replacing inadvertently attached unfinalized annexures. No content changes were made to the report.

20:36 IST BSE
Annual General Meeting

Gem Aromatics Annual General Meeting

Gem Aromatics Limited held its 29th Annual General Meeting on August 19, 2026, via video conferencing. The meeting transacted various business items, including appointment of directors and remuneration.

19:44 IST BSE
Results Update

Gem Aromatics Results Update

Gem Aromatics Ltd reported Q1FY27 financial highlights in a press release. Consolidated revenue reached ₹98.9 Crore, with the company noting seasonally soft performance.