Camlin Fine Sciences Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Camlin Fine Sciences' Q3 FY26 turnover was Rs. 572 Cr (+6% YoY). Gross margins hit 45.8%, EBITDA 6.7%, impacted by weaker Straights business and strategic Vanillin sales delay for better US tariff benefits (now 25%, aiming for 18%).

FY27 Vanillin volume target: 4,000 tons. Blends revenue grew 13% QoQ to Rs. 271 Cr, with Vinpai acquisition contributing. Vinpai & Vitafor target 40-50% FY27 growth.

Exceptional costs impacted PAT. A Brazil unit fire caused a Rs. 32.7 Cr insured loss. Europe/China unit liquidations proceed to stop cash outflow.

Management projects FY27 gross margins of 46-47% and EBITDA of 12-14%, with revenue outlook at Rs. 2,200 Cr, signaling confidence in future growth.