GEMAROMA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Gem Aromatics reported standalone Q4FY26 revenue of Rs 112.2 Cr and FY26 revenue of Rs 370.9 Cr, down from Rs 206.3 Cr and Rs 497 Cr respectively in the prior year. Standalone PAT for Q4FY26 was Rs 11.9 Cr (margin 10.6%) and FY26 PAT was Rs 26.7 Cr (margin 7.2%), compared to FY25 PAT of Rs 56.9 Cr. Consolidated PAT was significantly lower at Rs 1 Cr for Q4FY26 and Rs 1.4 Cr for FY26, impacted by higher depreciation from the ~Rs 260 Cr Dahej facility capex. The company noted sequential improvement in Q4 driven by better volumes, improved price realization, and a healthier product mix, particularly in non-mint products like clove derivatives. Two new products — GEM Cool 5 (Cooling Agent) and Safranal — commenced commercial production at the Dahej facility in February 2026. The Silvassa plant received EcoVadis Platinum sustainability rating. phenol derivatives production timelines are being impacted by rising raw material prices due to geopolitical factors.
Year-on-year revenue and profitability have declined significantly due to prior demand softness, though Q4 showed sequential recovery. The large Dahej capex is causing high depreciation that suppresses near-term consolidated PAT, though operating leverage should build as volumes improve. Geopolitical raw material cost pressures add near-term uncertainty to the phenol derivatives segment.