Oriental Aromatics Ltd (BOM:500078)

Q2 2025 Oriental Aromatics Ltd Earnings Call Transcript

Nov 14, 2024 / 07:30 AM GMT

Release Date Price: ₹545.5 (-1.43%)

Transcript

Key Points

Positve

Oriental Aromatics Ltd (BOM:500078) reported a 6% increase in sales quarter-on-quarter and consistent year-on-year sales growth.
Production increased by 15% quarter-on-quarter and 23% year-on-year, indicating strong operational performance.
EBITDA improved significantly to 12.08% from 10.29% quarter-on-quarter and 4.8% year-on-year.
The specialty aroma ingredients division recorded double-digit growth in both production and sales.
The new hydrogenation plant and Greenfield site are expected to drive future growth, with substantial interest from global distributors.

Negative

The company continues to face price pressure in the camphor and terpineol chemical division.
Despite improvements, the company remains cautious and maintains an EBITDA guidance of 10-12%, indicating potential volatility.
The camphor market is cyclical and subject to seasonal demand fluctuations, which could impact margins.
There is uncertainty regarding the full revenue potential from new expansions as commercial transactions are still in early stages.
The company faces challenges from global economic conditions and potential pricing pressures in raw materials.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OIEN.NS - Oriental Aromatics Ltd
Q2 2025 Oriental Aromatics Ltd Earnings Call
Nov 14, 2024 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Oriental Aromatics Limited Q2 and H1 F 525 earnings conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

I now hand the conference over to Mr Pwi Jane from Well advisors. Thank you and over to you, ma'am.

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Unidentified_2 [2]
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Good afternoon,

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