Oriental Aromatics Limited has informed the Exchange about Transcript
OAL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Oriental Aromatics Limited held its Q4 FY25 earnings call on May 29, 2025. For the full year FY25, consolidated revenue grew 11% year-on-year to Rs. 928 crore, while EBITDA nearly doubled to Rs. 93.4 crore with margins improving to 10.06% (from 5.62%). Net profit jumped to Rs. 34.3 crore from Rs. 9.1 crore in FY24, and ROCE improved to 9.33% from 3.90%. However, Q4 standalone performance was weak, with EBITDA at Rs. 19 crore and margins at 7.62%, partly dragged by Rs. 5.9 crore loss from the newly commissioned Mahad greenfield plant (Evermoss product). Management maintained its EBITDA margin guidance at 10-12%, citing pricing pressure in camphor and terpene chemicals segments and competitive pressures in aroma ingredients, though volumes grew. The company internalized two legacy camphor brands (Saraswati and 3 Pine), which now consume 60% of its powder camphor output internally.
Shareholders should note mixed signals: full-year performance was strong with significant margin recovery and profit growth, but Q4 softness and unchanged 10-12% EBITDA guidance (rather than an upgrade) suggest management is being cautious. The ramp-up of the Mahad facility and stabilization of camphor pricing will be key triggers to watch for FY26 margin expansion.