Q4 2025 Camlin Fine Sciences Ltd Earnings Call Transcript
Key Points
- Camlin Fine Sciences Ltd (BOM:532834) reported a 15% year-on-year growth in its core business revenues.
- The company's EBITDA for the core business improved to 12.5%, amounting to INR 208 crores in 2025, up from INR 184 crores the previous year.
- The blends business experienced significant growth, particularly in North America and India, with an overall increase of 17% to 18% year-on-year.
- The Aroma segment contributed INR 176 crores to revenue in FY25, with expectations of further growth due to anti-dumping duties in the US and Europe.
- The company's net debt position improved from INR 564 crores to INR 492 crores, aided by a successful rights issue in January 2025.
- Camlin Fine Sciences Ltd (BOM:532834) faced pricing pressure across most products due to competition, particularly from China.
- The company reported increased losses from discontinued operations in Europe and China, with significant employee costs contributing to these losses.
- Capacity utilization for the vanillin plant is currently at 45% to 50%, with plans to reach 100% in the next two years, indicating underutilization.
- Employee expenses increased by 25% year-on-year, driven by business expansion in America and Europe and the addition of new personnel.
- The company is experiencing a cash burn from discontinued operations, although efforts are being made to reduce these costs significantly.
Ladies and gentlemen, good day, and welcome to Q4 and FY25 earnings conference call of Cameron Fine Sciences Limited. (Operator Instructions)
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 involves risks and uncertainties that are difficult to predict.
I now hand the conference over to Mr. Ashish Dandekar, Chairman and Managing Director, Cameron Fine Sciences Limited. Thank you, and over to you, sir.
Thank you. Ladies and gentlemen, welcome to our quarterly call. We are sorry and we apologize for the delay in the call. It was due to technical issues with uploading the results, and I'm sure you'll appreciate that we would like to give you more time to study them.
Doing always, Santosh Parab, our CFO, will give you a brief of the quarter and the performance
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