CAMLINFINE

- Q1 FY27 Consolidated Revenue of INR5,199 million, up 28% YoY. - Gross margins significantly contracted to 4% (from +45% last quarter) due to high raw material and freight costs. - EBITDA for Specialty Ingredients at 6.35%, Performance Chemicals at 2.5%, and Aroma business reported a loss of INR3-4 crores in Q1 FY27. - Diphenol plant remains shut down due to economic reasons and high raw material prices. - FY27 EBITDA margin guidance revised to 10-12% (from an earlier implied higher range). - FY27 vanillin production guidance reduced from ~4,000 tons to ~3,000 tons due to slower ramp-up and campaign switches. - Q2 FY27 outlook positive for all three verticals, with Aroma and Performance Chemicals expected to achieve positive EBITDA. - Gross debt reduced to INR640 crores from INR670 crores (March 31). - Working capital remains a concern due to elongated cycles; may take INR100-200 crores in credit lines. - Noted exceptional items related to Brazil fire write-off (INR400 million claim in process) and liquidation costs for CFS Europe and China.

- Audio recording of the conference call held on August 11, 2026, on the Un-audited Financial Results (Consolidated and Standalone) for the quarter ended June 30, 2026, is available on the company's website.

- Q1 FY27 Consolidated Revenue ₹5,198.8 Mn vs ₹4,077.2 Mn (▲27.5% YoY) - Adjusted EBITDA ₹176.4 Mn vs ₹202.9 Mn (▼13.1% YoY) - PAT Loss ₹318.0 Mn vs PAT Loss ₹31.5 Mn (Increased loss YoY) - Adjusted EBITDA Margin 3.4% vs 5.0% (▼160bps) - An exceptional item of ₹111.1 Mn due to a shortfall in the insurance claim settlement for a fire at the Brazil unit impacted profitability.

- Q1 FY27 Consolidated Revenue ₹519.88 Cr vs ₹407.72 Cr (▲27.51% YoY) - EBITDA ₹17.64 Cr vs ₹20.29 Cr (▼13.05% YoY) - PAT ₹(33.62) Cr vs ₹(10.68) Cr (Loss increased by ▲214.78% YoY) - EBITDA Margin 3.39% vs 4.98% (▼159bps)

- Concall Schedule - Concall Date: Tuesday, 11th August 2026 - Concall Time: 05:00 PM IST

- Notice of 33rd Annual General Meeting (AGM) to be held on Tuesday, August 11, 2026, at 10:00 A.M. (IST) via Video Conferencing/OAVM. - The Annual Report for the Financial Year 2025-26 is available on the company's website at https://www.camlinfs.com/annual-report-2025-2026/. - Shareholders are reminded to update KYC details and dematerialize physical securities as per SEBI regulations.

- The 33rd AGM will be held on August 11, 2026, at 10:00 a.m. (IST) via VC/OAVM. - Agenda includes adopting FY26 financial statements, re-appointing two Non-Executive Non-Independent Directors, and ratifying the Cost Auditor's remuneration for FY27. - E-voting period is August 8-10, 2026, with a cut-off date of August 5, 2026.

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- A group meeting with investors/analysts was held on July 1, 2026, at 04:00 PM IST in Mumbai. - Discussions were based on publicly available information, with no unpublished price sensitive information (UPSI) shared.

- Investor/Analyst Meeting Schedule - Meeting Date: July 1, 2026 - Meeting Time: 04:00 PM IST Onwards - Details: Group Meeting in Mumbai

- Intimation for closure of trading window for Designated Persons and their immediate relatives. - The window closes from July 1, 2026, until 48 hours after the Q1 FY2027 financial results (quarter ended June 30, 2026) are declared. - The Board Meeting date for considering results will be announced subsequently.

- Camlin Fine Sciences Limited (CFSL) received clearance from the French stock market authority (AMF) for a mandatory cash tender offer for the remaining shares of Vinpai. - CFSL currently holds 83.82% of Vinpai's share capital. - The tender offer price is EUR 3.60 per Vinpai share.

Management detailed Q4 FY26 sales impact of ~20% due to geopolitical conflicts, shipping delays, and increased freight/raw material costs, resulting in a 5% EBITDA margin for the quarter. Positively, the liquidation of CFS Europe will eliminate INR 50-60 crore in annual cash burn from Q1 FY27, and US vanillin tariffs reduced from 50% to 25%, boosting realizations to $12.5+. For FY27, management reiterated guidance of INR 2,200-2,400 crore revenue and 12-14% EBITDA margin, targeting over INR 1,400 crore from Blends and 2,200-2,400 MT vanillin sales in the US. Debt increased to INR 670 crore, and the company is seeking additional debt to address ongoing liquidity and working capital challenges, particularly with high freight costs expected in H1 FY27.

Camlin Fine Sciences Limited announced the availability of the audio recording of its conference call held on May 26, 2026. The call discussed the Audited Financial Results (Consolidated and Standalone) for the quarter and year ended March 31, 2026. The recording is available on the company's investor relations website, with key management representatives present.

Consolidated Revenue ₹424.81 Cr vs ₹431.58 Cr (▼1.57% YoY), EBITDA ₹100.09 Cr vs ₹28.95 Cr (▲245.77% YoY), PAT ₹86.28 Cr vs ₹0.11 Cr (▲78336.36% YoY). EBITDA Margin 23.56% vs 6.71% (▲1685 bps). The results include a significant profit from discontinued operations in the current quarter due to the liquidation of a subsidiary.

Consolidated Revenue from operations ₹42,481.12 Lakh vs ₹43,158.42 Lakh (▼1.57% YoY), EBITDA ₹1,461.99 Lakh vs ₹5,824.69 Lakh (▼74.90% YoY), PAT ₹8,627.73 Lakh vs ₹11.00 Lakh (▲78333.91% YoY). EBITDA Margin 3.44% vs 13.50% (▼1006bps). The significant PAT increase is primarily due to a one-time gain from the liquidation of a subsidiary.

Camlin Fine Sciences announced the shutdown of its Diphenol Plant (contributing 5.06% of FY24-25 turnover) due to geopolitical issues affecting raw material supply and prices, effective May 24, 2026. The company secured alternative raw materials and expects no material impact on downstream product production or overall operations. Additionally, a fire occurred at the same plant on May 23, 2026, causing an estimated INR 2 crore loss, which is fully covered by insurance. Ethyl Vanillin production is expected to restart within 48 hours, with no anticipated impact on sales.

Camlin Fine Sciences announced the indefinite shutdown of its Diphenol Plant due to geopolitical issues affecting raw material availability and prices. The plant contributed 5.06% to FY24-25 turnover. The company states there is no material impact on overall operations as it has secured alternative raw materials and plans to re-purpose the plant. Additionally, a fire incident occurred at the Diphenol Plant on May 23, 2026, causing an estimated INR 2 crore loss, which is covered by insurance. The Vanillin facility, temporarily shut, is expected to restart within 48 hours with no anticipated impact on downstream product sales.

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Camlin Fine Sciences Limited announced the successful passing of the resolution for the increase in Authorized Share Capital and subsequent amendment to Clause V of the Memorandum of Association of the Company via remote e-voting (postal ballot). The voting concluded on May 7, 2026, with an overwhelming majority of 99.9899% votes cast in favour.

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