CAMLINFINE

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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