Oriental Aromatics Ltd (NSE:OAL)

Q2 2026 Oriental Aromatics Ltd Earnings Call Transcript

Nov 11, 2025 / 07:30 AM GMT

Release Date Price: ₹333.05 (-0.30%)

Transcript

Key Points

Positve

Oriental Aromatics Ltd (BOM:500078) achieved its highest ever quarterly sales, with a 20% growth in sales value over Q1 and 15% over the same period last year.
The fragrance division in Ambernath delivered an outstanding quarter, driven by festive demand and GST 2.0 reforms.
The aroma ingredients divisions at Vaodra and Mahad saw strong volume growth, supported by increased output from the hydrogenation plant.
The camphor and propene chemicals division maintained strong performance, contributing positively to revenue and profitability.
The company has a healthy net debt to equity ratio of 0.6 times, reflecting a conservative balance sheet.

Negative

The Mahad greenfield plant is currently causing a 1.5 to 2% point drag on group EBITDA, impacting overall profitability.
Margins have decreased, with EBITDA margins at 6.36%, down from previous levels, due to a focus on volume leadership in a soft price environment.
The market remains a buyer's market, with Chinese suppliers putting pricing pressure on aroma ingredients.
The company's consolidated EBITDA has decreased compared to standalone EBITDA due to the Mahad plant's current performance.
There is a significant inventory build-up, impacting cash flow, although it is expected to be utilized positively in the future.

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

OIEN.NS - Oriental Aromatics Ltd
Q2 2026 Oriental Aromatics Ltd Earnings Call
Nov 11, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Oriental Amatics Limited QQ and H1 F 26 on its 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 an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Wangi Jen from Belgram Advisors.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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