Camlin Fine Sciences Limited — PPTs, 19-02-2025: Investor Presentation

Revenue reached ₹4,335 mn for the quarter, up 2.5% from the previous quarter, with significant gross margin improvement to 50.1%. The adjusted EBITDA margin also improved to 12.3% from 10.2% last quarter. Aroma sales increased to ₹572 mn from ₹451 mn, and performance in blends rose to ₹2,441 mn compared to ₹2,229 mn last quarter. Following impairment provisions, the overall cost structure in Europe is expected to continue improving. The recent rights issue of ₹2,247 mn was fully subscribed. Additionally, the repayment of ₹1,000 mn NCD highlights a positive liquidity position.

Investors should note the company's focus on increasing high-margin product offerings and optimizing production processes, providing a positive outlook amidst improvements in operational efficiency and market position. Keep an eye on continued growth in aroma and blends, as well as the strategic integration of the recently acquired Vitafor, which is anticipated to enhance market penetration in Europe and Africa.