Oriental Aromatics Ltd (BOM:500078)

Q4 2026 Oriental Aromatics Ltd Earnings Call Transcript

May 21, 2026 / 10:30 AM GMT

Release Date Price: ₹309.6 (+1.51%)

Transcript

Key Points

Positve

Oriental Aromatics Ltd (BOM:500078) achieved a significant milestone by crossing the Rs 1,000 crore revenue mark for the first time, with a consolidated revenue of Rs 1,030 crores, marking an 11% year-on-year growth.
The company reported a healthy 16% increase in total sales volume for Q4 FY26 compared to Q3 FY26, and a 5% growth on a year-on-year basis.
The Fragrance and Flavor division showed resilient performance, with healthy demand and traction from premiumization and performance expectations from customers.
The company has successfully added new customers and increased wallet share with existing accounts, both internationally and domestically.
The Board recommended a final dividend of INR0.50 per equity share for the year, subject to shareholder approval, indicating a commitment to returning value to shareholders.

Negative

EBITDA margins for FY26 stood at 6.6%, a decline from 10.06% in FY25, due to pricing pressure on ingredients, raw material cost inflation, currency depreciation, and the drag from the Mahad facility.
The Mahad facility continues to be a drag on consolidated EBITDA margins by 1% to 1.5%, impacting overall profitability.
The company faced a triple shock with all-time high prices for gum turpentine, CST, and alpha-pinene, along with volatile crude oil prices and a depreciating Indian rupee.
The aroma ingredients division faced subdued pricing due to increased capacities from Chinese players, affecting end product pricing.
The Indian camphor market is experiencing a state of supply exceeding demand, with substantial domestic capacity additions and continued influence from natural camphor imports from China.

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

OIEN.NS - Oriental Aromatics Ltd
Q4 2026 Oriental Aromatics Ltd Earnings Call
May 21, 2026 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Oriental Aromatics Limited Q4 FY26 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 and then zero on your touchtone phone.

I now hand the conference over to Ms. Hina Khatri from Valorim Advisors.

Thank you and over to you.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.