Camlin Fine Sciences Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Camlin Fine Sciences reported Q4 revenue of ₹424 Cr and FY26 revenue of ₹1,723 Cr, with Q4 EBITDA at ₹21 Cr (5%). Geopolitical conflicts significantly impacted Q4 sales by ~20% due to shipment delays and increased freight costs. A ₹100 Cr gain was booked from the liquidation of CFS Europe, ending a ₹50-60 Cr annual cash burn.

Management is confident in FY27, targeting ₹2,200-2,400 Cr revenue and 12-14% EBITDA margins. This outlook is driven by exponential Blends growth (>₹1,400 Cr) and improved Vanillin realizations ($13.5-$14 average). To counter rising raw material costs, the company is importing hydroquinone, while existing catechol stock supports vanillin production for 8-9 months. Logistics challenges and tight working capital persist, with debt financing being explored.