Investor Presentation

Camlin Fine Sciences reported Q3 FY26 revenue of Rs 457.2 Cr (+6.1% YoY) and 9M FY26 revenue of Rs 1,340.6 Cr (+9% YoY). Profitability was hit by 'Straights' pricing pressure, resulting in a Q3 net loss of Rs 27.9 Cr and a 9M loss of Rs 38.2 Cr.

However, the 'Blends' business showed steady growth.

Strategically, CFS is focusing on high-value blends, forward integration, and expanding organically/inorganically.

They recently acquired an 83.82% stake in Vinpai, a natural ingredients specialist, contributing Rs 12.9 Cr to Q3 revenue, bolstering diversification.

A fire incident at a Brazil unit temporarily halted operations, and CFS Europe is slated for liquidation to trim losses.

Looking ahead, management expects Vanillin realizations and volumes to improve post-US tariff withdrawal.

The 'Blends' segment is projected to maintain growth despite Brazil's challenges.