Gem Aromatics Limited — PPTs, 21-05-2026: Investor Presentation

Here's a retail-investor-friendly summary of Gem Aromatics' investor presentation:

**Business Performance:** Gem Aromatics saw a sequential improvement in Q4 FY26, driven by better customer engagement, stronger demand, and improved price realization. Gross and EBITDA margins also moved towards normalized levels due to better pricing and operating leverage. The Silvassa plant achieved an EcoVadis Platinum sustainability rating. However, the phenol derivatives business faced near-term challenges due to volatile raw material prices.

**Growth Drivers/Strategy:** The company is focused on expanding its portfolio of high-value specialty molecules, including cooling agents and aroma chemicals like Safranal and Damascone. The new Dahej facility, with advanced vapor phase technology, is key to this strategy, enhancing margins and market reach.

**Recent Developments:** Commercial production for GEM Cool 5 cooling agents and Safranal began at the Dahej facility, completing the company's integrated portfolio.

**Key Financial Metrics:** For Q4 FY26, consolidated revenue was Rs 110.4 Cr, with PAT at Rs 1 Cr. Cash PAT stood at Rs 10 Cr.

**Management Commentary/Outlook:** Management is optimistic about the long-term outlook, expecting gradual improvement in market conditions as external issues soften. The company continues to monitor raw material supply for its phenol derivatives business and aligns production plans accordingly.