Camlin Fine Sciences Share Price

Conference Call with Camlin Fine Sciences Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 3 days 15 hours ago

Specialty Chemicals company Camlin Fine Sciences announced Q4FY26 & FY26 results Q4FY26 Consolidated Financial Highlights: The company reported Revenue from operations of Rs 42,481.12 lakh for Q4FY26, showing a decline of 3.56% on a QoQ basis from Rs 44,051.07 lakh in Q3FY26 and a 1.57% decrease on a YoY basis compared to Rs 43,158.42 lakh in Q4FY25. Total Income for the quarter stood at Rs 44,872.34 lakh, representing a 1.25% growth over Q3FY26 (Rs 44,319.09 lakh) and a 1.34% increase over Q4FY25 (Rs 44,277.25 lakh). Loss before tax from continuing operations was Rs 526.27 lakh, compared to a loss of Rs 2,757.47 lakh in Q3FY26 and a profit of Rs 3,736.08 lakh in Q4FY25. Net Profit for the quarter surged to Rs 8,627.73 lakh, a significant turnaround from a net loss of Rs 3,710.29 lakh in Q3FY26 and an increase from a profit of Rs 11.00 lakh in Q4FY25. This surge was primarily driven by profit from discontinued operations. Earnings per share (Basic) for the quarter was Rs 4.59, compared to Rs (1.91) in Q3FY26 and Rs (0.04) in Q4FY25. FY26 Consolidated Financial Highlights: Revenue from operations for FY26 reached Rs 1,72,330.81 lakh, a growth of 5.81% compared to Rs 1,62,868.75 lakh in FY25. Total Income for the full year stood at Rs 1,75,210.04 lakh, up from Rs 1,64,384.94 lakh in the previous year. The Group reported a Net Profit for the year of Rs 2,354.32 lakh, compared to a net loss of Rs 15,811.94 lakh in FY25. Total Comprehensive Income for FY26 was Rs 2,698.04 lakh, against a loss of Rs 17,035.43 lakh in FY25. Q4FY26 Standalone Financial Highlights: Revenue from operations was Rs 18,351.65 lakh, down 16.17% on a QoQ basis from Rs 21,892.16 lakh in Q3FY26 and down 32.68% on a YoY basis from Rs 27,259.63 lakh in Q4FY25. Total Income for Q4FY26 was Rs 19,881.84 lakh, a decrease of 11.51% QoQ and 29.38% YoY. The company reported a Net Loss for the quarter of Rs 564.95 lakh, narrowing from a loss of Rs 1,299.66 lakh in Q3FY26, but down from a profit of Rs 1,561.84 lakh in Q4FY25. FY26 Standalone Financial Highlights: Revenue from operations for FY26 stood at Rs 83,791.82 lakh, a decline of 5.48% compared to Rs 88,649.13 lakh in FY25. The Standalone Net Loss for the year narrowed to Rs 3,296.62 lakh, compared to a loss of Rs 7,631.05 lakh in FY25. Business Highlights: Segment Performance: The Company's operations constitute a single business segment, namely Speciality Chemicals. Acquisition of Vinpai S.A.: The company acquired 83.82% stake in Vinpai S.A. during the year. The consideration was discharged by issuing 41,06,181 fresh equity shares at a premium of Rs 246.69 per share and the conversion of listed secured convertible bonds. A goodwill of Rs 16,810.5 lakh was recorded on this acquisition. Liquidation of Italian Subsidiary: Following a liquidation order for CFS Europe SpA, Italy, on March 17, 2026, an official liquidator was appointed. Consequent to the loss of control, a gain on derecognition of net liabilities amounting to Rs 10,290.51 lakh was recognized in profit from discontinued operations. Tariff Refund: The company recorded a refund receivable of Rs 1,035.09 lakh in standalone revenue and Rs 1,277.38 lakh (adjusted in materials cost) in consolidated results regarding tariffs paid under the International Emergency Economic Powers Act of USA. Management Changes: Mr. Pankaj Pandey has been appointed as the Chief Financial Officer (CFO) effective August 18, 2026. Mr. Santosh Parab, the current CFO, will be re-designated as President – Strategy and Global CFO on the same date. Fire Incident Impact: Consolidated results include an expected loss of Rs 609.37 lakh (net of insurance claim) related to a major fire incident at two blending units of CFS Do Brasil Industria, Comercio, Importacao e Exportacao de Aditivos Alimenticios LTDA. Result PDF

• Trendlyne
• 3 days 17 hours ago

Specialty Chemicals company Camlin Fine Sciences announced Q3FY26 results Financial Highlights: Revenue from operations: Rs 4,572 million against Rs 4,310.2 million during Q3FY25, change 6%. EBITDA: Rs 220.3 million against Rs 577.6 million during Q3FY25, change -62%. EBITDA Margin: 4.8% for Q3FY26. PBT: Rs -278.5 million against Rs 87 million during Q3FY25. PAT: Rs -279 million against Rs 15.5 million during Q3FY25. Business Highlights: Pricing pressure on Straights impacted the profitability Blends business maintains steady growth across key markets. CFS acquired a controlling stake in Vinpai on 30th November and contributed Rs 129 million in revenue in Q3FY26 Vanillin business was impacted by tariff-related challenges. Benefits of higher realization on the internal channel inventory of Vanillin in subsequent quarters due to the withdrawal of the tariff. Employee costs and other expenses remain under control, but increase due to the acquisition of Vinpai during the quarter EBITDA for the quarter was Rs. 307 mn, with a margin of 6.7%. Fire incident was reported at one unit in Brazil on February 7, 2026; loss assessment by the insurer is in progress, and operations at the unit are suspended. However, other unit continues to operate, alternative arrangements being made to service the customers, the quantum of loss not determinable at this stage. CFS Europe is likely to be liquidated. Losses of discontinued operations would be curtailed Outlook for the remaining financial year: Vanillin business expects to improve on realisations as well as volume with the withdrawal of the US tariff. Blends are likely to maintain growth momentum in all geographies despite challenges in CFS Brazil. Result PDF

• Trendlyne
• 3 months 2 weeks ago