Q1 2025 Camlin Fine Sciences Ltd Earnings Call Transcript
Key Points
- Gross margins improved to 44.9% due to a better product mix.
- Revenue from Blends grew by 13.4% compared to the last quarter.
- The new campaign of ethyl vanillin has resulted in process stability and improved product quality.
- The acquisition of Vitafor Invest NV is expected to extend the company's Blends and related businesses in Northern Africa and East European markets.
- Operating costs have remained largely stable, with a significant improvement in EBITDA to 7.2%.
- Consolidated revenue decreased by 1.5% compared to Q4 FY24 and by 5.7% compared to Q1 FY24.
- The European diphenol facility in Italy remains under shutdown, contributing to a loss of INR15 crores and a negative operating EBITDA of INR10 crores.
- Revenue of Performance Chemicals remains muted due to pricing headwinds.
- Catechol prices remain low, impacting both top line and margins.
- Foreign exchange volatility in the Brazilian subsidiary has negatively impacted financial performance.
Ladies and gentlemen, good day, and welcome to the Camlin Fine Sciences Limited Q1 FY25 earnings conference Call. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Ashish Dandekar, Chairman and Managing Director. Thank you, and over to you, sir.
Thank you. Welcome, ladies and gentlemen, to this quarterly earnings call of our company. As is our usual practice, our CFO, Santosh Parab will be first giving you a brief synopsis of the quarter's performance, following which our MD, Nirmal Momaya, will be there to answer your questions. Over to you, Santosh.
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