Camlin Fine Sciences Ltd (BOM:532834)

Q1 2027 Camlin Fine Sciences Ltd Earnings Call Transcript

Aug 11, 2026 / 11:30 AM GMT

Release Date Price: ₹125.2 (+0.68%)

Transcript

Key Points

Positve

Camlin Fine Sciences Ltd (BOM:532834) reported a strong 28% year-on-year increase in revenue, reaching INR 5,199 million for the quarter.
The company has successfully ramped up its Italian vanillin production, selling 350 metric tons in Q1 and achieving qualification with 95% of its customers.
The specialty ingredients and blends business is performing well, with a run rate exceeding the 20% growth target for the year.
Management is confident in delivering the full-year revenue guidance of INR 2,200-2,300 million, with all three business verticals expected to improve significantly in Q2.
The company has reduced its gross debt to INR 640 crores from INR 670 crores, aided by repayments of long-term loans.
Management expects EBITDA margins to recover to the 10-12% range in the near term and 12-14% in fiscal 2028 as capacity utilization improves.

Negative

EBITDA margins declined to 8% due to high raw material prices, freight costs, and the ongoing geopolitical conflict impacting the supply chain.
The performance chemicals segment was loss-making as the DTBQ plant remained shut down due to uneconomical raw material prices, relying on procured intermediates.
The aroma business faced losses due to low capacity utilization (around 25%) during the cautious ramp-up of the new vanillin campaign, leading to high fixed costs per unit.
Working capital cycles have elongated due to global slowdown, higher interest rates, and the need to ship via South Africa, increasing financing costs that impacted gross margins.
The company had to take an exceptional item of INR 32.4 million related to a fire incident in Brazil, which is still being settled with insurers.
Management revised its full-year EBITDA margin guidance down to 10-12% from previous expectations, citing the prolonged conflict and difficulty in fully passing on increased costs to customers.

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

CAMF.NS - Camlin Fine Sciences Ltd
Q1 2027 Camlin Fine Sciences Ltd Earnings Call
Aug 11, 2026 / 11:30AM GMT

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Presentation
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Ladies and gentlemen, you've been connected to Camden Fine Sciences Limited Q1 F I 27 on his conference call, please stay connected.

The call will begin shortly.

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The call has been shot.

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Ladies and gentlemen, good day and welcome to the Camden Fine Sciences Limited Q1 FY27 on a conference call.

As the end of all participant lines will be in the listen-only mode, and there have been an opportunity for you to ask questions after the presentation.

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