Camlin Fine Sciences Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Camlin Fine Sciences reported Q4 consolidated revenue of INR437 Cr with 15% YoY growth in its core business and an improved EBITDA margin of 12.5%, driven by strong volume growth in blends (+17-18%) and ramping up vanillin capacity (currently 45-50%, targeting 100% in 2 years). Vanillin prices rose to $13-$15, supported by global anti-dumping duties. Discontinued units caused an INR8 Cr quarterly cash burn, expected to reduce sharply. Blends are set for ~20% CAGR growth with margins nearing high teens. Management remains cautiously optimistic amid global challenges.