Q3 2026 Camlin Fine Sciences Ltd Earnings Call Transcript
Key Points
- Camlin Fine Sciences Ltd (BOM:532834) reported a 6% increase in turnover compared to the corresponding quarter of the previous year.
- The company has strategically delayed sales to benefit from tariff reductions, potentially increasing realizations by $2 to $3 per kg.
- The blends business has shown significant growth, with an 11% increase in the corresponding quarter and a 13% increase in the current quarter.
- Recent acquisitions, such as the French company, have contributed positively to the revenue, adding approximately INR13 crores this quarter.
- The company is adequately insured against the recent fire incident in Brazil, and efforts are underway to maintain operations and customer service.
- The quarter was described as tepid, with turnover remaining almost equal to the previous quarter.
- Margins have been impacted by falling prices and increased competition, particularly in the main ingredient business.
- A fire incident in Brazil resulted in the loss of stock and potential short-term margin impacts due to increased raw material costs.
- The company is undergoing liquidation processes in Europe and China, which have been cash drains.
- Employee costs have increased due to acquisitions and geographic expansion, impacting overall expenses.
Ladies and gentlemen, good day and welcome to the Camlin Fine Sciences Limited Q3 and 9 months FY26 earnings call hosted by Strategic Growth Advisors. This conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectations of the company as on the 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. Thank you and over to you, sir.
Thank you. Welcome, ladies and gentlemen, to this quarterly earnings call. We know your time is precious, so we'll get right into it. Joining me is the Nirmal Momaya, Managing Director; and Santosh Parab, CFO.
Santosh will first give you highlights and numbers of the quarter, after which both of them will answer your questions. Thank you for being
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