Camlin Fine Sciences Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Camlin Fine Sciences' Q1 FY26 revenue was INR423 Cr with INR19 Cr EBITDA (4.5% margin), primarily impacted by a one-time annual plant shutdown (INR12.5 Cr unabsorbed costs) and a INR7.5 Cr employee bonus. The Blends business continues strong growth, aiming for 20% annual expansion. Vanillin sales were stable but at 50% capacity due to market channel stock. Despite a 50% US tariff, the company sees a competitive edge against Chinese imports. Management expects channel inventory to clear in 3-4 months, anticipating improved vanillin realization and significant ramp-up from Q3 FY26. Overall, a confident outlook for recovery and growth.