Camlin Fine
Camlin Fine Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue guidance for FY'27 is approximately Rs. Revenue guidance for FY'27 is approximately Rs.
From Camlin Fine's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue guidance for FY'27 is approximately Rs. 2,200 crores; for FY'28, around Rs. 2,400 crores.
- Vanillin volume guidance for FY'27 is 4,000 metric tons, indicating a growth of about 50%-60% from FY'26.
- Blend business projected to grow by 20%-25% over FY'26, targeting around Rs. 1,350 crores in FY'27 from Rs. 1,000 crores.
- Vitafor (animal feed segment) expected to grow 40%-50% in FY'27 from current top-line of €12-13 million to €17-18 million.
- Ethyl Vanillin production to commence shortly, targeting approximately 300 tons by March next quarter, adding to volumes.
- Overall, a combined growth in Vanillin and Blend segments expected to drive revenue and margin improvement.
Profitability & Margins
See what Camlin Fine said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Currently, no new plants are planned.
- Maintenance CAPEX is ongoing, approximately Rs. 40-50 crores annually due to existing large plants.
- No new CAPEX plans have been approved or are currently on the cards.
- The company focuses on maintenance and sustaining current operations rather than expansion CAPEX in the near term.
- As revenue increases, there might be future requirements, but nothing specific is planned now.
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Camlin Fine said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcripts provided do not explicitly mention the current or expected order book or pending orders for Camlin Fine Sciences Limited.
- However, the company indicates strong demand growth, especially in blends and Vanillin segments.
- They expect Vanillin sales to increase to about 4,000 tons in FY'27, up from 2,300-2,400 tons, reflecting optimism about order flow.
- Blends segment is projected to grow 25% over FY'26.
- The company is actively working on expanding market access, including launching new products like ethyl Vanillin and expanding in markets like the US, Europe, Brazil, and India.
- The recent acquisition of Vinpai is expected to contribute to increasing sales and margins as volume builds.
- There is also reference to managing channel inventory in Vanillin to optimize pricing and sales timing.
- Maintenance CAPEX is around Rs. 40-50 crores, with no new plants or major CAPEX planned, implying demand absorption will rely on existing capacities.
Camlin Fine — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹425 Cr, net profit ₹86 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Camlin Fine's management said in earlier quarters
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Frequently Asked Questions
What were Camlin Fine Q3 FY26 results?
Revenue guidance for FY'27 is approximately Rs. Revenue guidance for FY'27 is approximately Rs.
What is Camlin Fine share price analysis?
Camlin Fine currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹1,993 Cr. Investors should review the full earnings analysis for detailed insights.
Is Camlin Fine planning capital expenditure?
Currently, no new plants are planned. - Maintenance CAPEX is ongoing, approximately Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.