Camlin Fine Sciences Limited has informed the Exchange about Transcript
CAMLINFINE · price
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Camlin Fine Sciences reported Q4 revenue of INR424 crore and FY2026 revenue of INR1,723 crore. EBITDA for Q4 was INR21 crore (5% margin), impacted by geopolitical disruptions causing ~20% sales decline from delayed shipments and tripled freight costs. The Straights business faced local pricing pressure while Blends grew 17% to INR1,050 crore (including discontinued operations). The company switched from methyl to ethyl vanillin production; 320 tonnes of vanillin sold in Q4 with channel stocks liquidated. CFS Europe was liquidated, booking a ~INR95 crore gain on derecognition of loans, eliminating ~INR50-60 crore annual cash burn. The diphenol plant was shut down on May 22 due to surging phenol prices (INR85 to INR150/kg) and the company now imports hydroquinone from China. Management maintained FY2027 guidance: revenue INR2,200-2,400 crore and EBITDA margins 12-14%.
Geopolitical disruptions and raw material cost inflation compressed margins in FY2026, but the CFS Europe exit and shift to higher-value ethyl vanillin should improve FY2027. The company faces working capital stress with total debt at INR670 crore, but targets double-digit margins recovery as tariff relief ($13.5-14/kg blended realization) and Blends growth (INR1,400 crore target) materialise.