Camlin Fine Sciences Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹1,581 Cr
- ROE
- 3.75%
- Price to sales
- 0.85
- Debt to equity
- 0.69
- 52W high / low
- ₹201 / ₹80.5
- Sales growth (5Y)
- 7.74%
- EBITDA margin
- 4.57%
- Net profit margin
- 1.88%
- Promoter holding
- 48.03%
- Sales (last year)
- ₹1,845 Cr
Camlin Fine Sciences is engaged in the Business of Speciality Chemicals.
Guidance scorecard · Q1 FY27 call
What Camlin Fine Sciences Ltd's management guided
and where it ranks in Chemicals & Petrochemicals
Chemicals & Petrochemicals
RevenueQ1 FY27 call
20–40%- Vanillin demand expected to pick up with an estimated 3,000 to 4,000 tons for the year, though production may be limited due to ongoing campaigns.
- Peak vanillin plant utilization aimed at 5,000 tons per year with up to 3 campaigns annually.
- Revenue guidance targets INR2,200 to INR2,300 crores for the full year with EBITDA margins of 10-11%.
- Blends growing at a 20% CAGR, showing strong growth momentum.
2 more points from Camlin Fine Sciences Ltd's call on revenue
Create a free account to keep reading this call
MarginsQ1 FY27 call
Up 2%+See what Camlin Fine Sciences Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
- The company is working on alternatives for the diphenol plant, considering new phenolic compounds as potential products. A decision regarding the plant's future use or restart is expected by the third quarter.
- There is a focus on scaling up vanillin production campaigns, with plans to ideally run up to 3 campaigns a year and reach production capacity of around 5,000 tons, indicating potential capacity investments or utilization of existing capacity.
- Management is evaluating ways to "sweat" the existing Performance Chemicals plant assets to achieve better margins and returns; options are being finalized in the coming months.
- Capital raising efforts are underway to support growth and working capital needs, with plans to secure INR100-150 crores of credit lines in the next 1-1.5 months.
FundraisingQ1 FY27 call
PlannedSee what Camlin Fine Sciences Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
- Demand for vanillin is picking up with an estimated 3,000 to 4,000 tons expected this year, though production may be limited due to campaign constraints.
- There is a supply gap of 5,000 to 6,000 tons in U.S. and Europe markets due to antidumping duties restricting local capacity, offering an opportunity to participate in imports.
- Contract negotiations with fragrance and flavor companies for quarterly, half-yearly, and yearly contracts are progressing well.
- Channel stocks of vanillin have been cleared globally, indicating inventory normalization and improved demand-supply dynamics.
Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Chemicals & Petrochemicals companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 0–2% | ₹263 Cr | 3.4 | |
| 2 | 40%+ | Flat | ₹4,375 Cr | 83.7 | |
| 3 | 40%+ | Flat | ₹3,259 Cr | 4.0 | |
| 4 | 40%+ | Flat | ₹145 Cr | 15.9 | |
| 5 | 20–40% | Up 2%+ | ₹1.81L Cr | 90.9 | |
| 6 | 20–40% | Up 2%+ | ₹48,366 Cr | 78.3 |
Sign up free to see every company in the sector ranking and track Camlin Fine Sciences Ltd.
Pro shows every company guiding 40%+ revenue growth →Full Chemicals & Petrochemicals rankingFinancials of Camlin Fine Sciences Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Camlin Fine Sciences Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 427 | 420 | 406 | 386 | 377 | 381 | 417 | 431 | 432 | 424 | 460 | 441 | 425 |
| Expenses + | 383 | 381 | 381 | 363 | 345 | 352 | 366 | 375 | 370 | 405 | 427 | 420 | 404 |
| Operating Profit | 44 | 39 | 25 | 23 | 31 | 29 | 52 | 56 | 62 | 19 | 33 | 21 | 21 |
| OPM % | 10% | 9% | 6% | 6% | 8% | 8% | 12% | 13% | 14% | 4% | 7% | 5% | 5% |
| Other Income + | -8 | 6 | 2 | 2 | -96 | -15 | -151 | -8 | -22 | 3 | -4 | -24 | 103 |
| Interest | 10 | 10 | 20 | 14 | 16 | 23 | 26 | 34 | 15 | 16 | 19 | 17 | 23 |
| Depreciation | 18 | 19 | 19 | 21 | 13 | 15 | 17 | 14 | 17 | 17 | 19 | 16 | 21 |
| Profit before tax | 8 | 16 | -12 | -10 | -94 | -23 | -142 | -0 | 8 | -11 | -9 | -37 | 80 |
| Tax % | 59% | 25% | 72% | 47% | -13% | 48% | -18% | 2,164% | 98% | -0% | 65% | -0% | -8% |
| Net Profit + | 3 | 12 | -21 | -14 | -82 | -35 | -116 | -7 | 0 | -11 | -15 | -37 | 86 |
| EPS in Rs | 0.52 | 0.83 | -1.03 | -0.63 | -4.11 | -1.81 | -5.33 | -0.22 | -0.04 | -0.53 | -0.76 | -1.89 | 4.59 |
Financials of Camlin Fine Sciences Ltd
Profit & Loss
Annual income statement trend
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 558 | 489 | 534 | 721 | 892 | 1,049 | 1,187 | 1,412 | 1,682 | 1,454 | 1,667 | 1,723 |
| Expenses + | 474 | 397 | 502 | 705 | 819 | 914 | 1,000 | 1,254 | 1,471 | 1,284 | 1,447 | 1,616 |
| Operating Profit | 84 | 92 | 32 | 16 | 73 | 135 | 187 | 158 | 211 | 170 | 220 | 107 |
| OPM % | 15% | 19% | 6% | 2% | 8% | 13% | 16% | 11% | 13% | 12% | 13% | 6% |
| Other Income + | 9 | -1 | 14 | 12 | 14 | 3 | 5 | 33 | -4 | -142 | -203 | 60 |
| Interest | 24 | 24 | 31 | 32 | 41 | 48 | 42 | 41 | 64 | 70 | 111 | 73 |
| Depreciation | 16 | 17 | 22 | 27 | 29 | 33 | 44 | 56 | 63 | 56 | 64 | 71 |
| Profit before tax | 53 | 50 | -6 | -31 | 17 | 58 | 105 | 94 | 80 | -99 | -158 | 23 |
| Tax % | -4% | 28% | -26% | -22% | 82% | 49% | 38% | 36% | 50% | 6% | 0% | -2% |
| Net Profit + | 55 | 36 | -4 | -24 | 3 | 30 | 65 | 60 | 40 | -105 | -158 | 24 |
| EPS in Rs | 5.11 | 3.30 | -0.96 | -2.18 | 0.04 | 2.23 | 3.56 | 3.45 | 2.96 | -4.94 | -7.40 | 1.44 |
| Dividend Payout % | 8% | 12% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of Camlin Fine Sciences Ltd
Balance Sheet
Capital structure and asset base
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 10 | 10 | 10 | 12 | 12 | 12 | 13 | 16 | 16 | 17 | 19 | 19 |
| Reserves | 125 | 167 | 202 | 359 | 359 | 391 | 631 | 732 | 804 | 848 | 883 | 1,022 |
| Borrowings + | 160 | 180 | 331 | 373 | 461 | 539 | 550 | 646 | 801 | 683 | 681 | 720 |
| Other Liabilities + | 131 | 123 | 126 | 273 | 255 | 290 | 282 | 396 | 425 | 424 | 454 | 563 |
| Total Liabilities | 426 | 479 | 669 | 1,016 | 1,087 | 1,232 | 1,475 | 1,790 | 2,045 | 1,972 | 2,037 | 2,324 |
| Fixed Assets + | 106 | 140 | 201 | 278 | 272 | 306 | 584 | 601 | 858 | 816 | 704 | 887 |
| CWIP | 3 | 25 | 8 | 14 | 59 | 179 | 24 | 215 | 43 | 46 | 10 | 33 |
| Investments | 1 | 1 | 19 | 115 | 11 | 7 | 7 | 7 | 8 | 8 | 61 | 30 |
| Other Assets + | 316 | 313 | 442 | 609 | 745 | 740 | 861 | 966 | 1,136 | 1,102 | 1,262 | 1,373 |
| Total Assets | 426 | 479 | 669 | 1,016 | 1,087 | 1,232 | 1,475 | 1,790 | 2,045 | 1,972 | 2,037 | 2,324 |
Financials of Camlin Fine Sciences Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 46 | 72 | -9 | -15 | -9 | 86 | 117 | 145 | 51 | 139 | 27 | |
| Cash from Investing Activity + | -26 | -66 | -70 | -149 | -2 | -90 | -133 | -249 | -125 | -66 | -75 | |
| Cash from Financing Activity + | -15 | -7 | 91 | 182 | 26 | 3 | 39 | 136 | 60 | -86 | 72 | |
| Net Cash Flow | 4 | -1 | 13 | 18 | 15 | -1 | 23 | 32 | -14 | -13 | 24 | |
| Free Cash Flow | 19 | 5 | -39 | -34 | -78 | -48 | 34 | -68 | -93 | 79 | -16 | |
| CFO/OP | 68% | 91% | 5% | -33% | 10% | 77% | 82% | 111% | 34% | 110% | 30% |
Financials of Camlin Fine Sciences Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 74 | 56 | 99 | 104 | 86 | 88 | 83 | 77 | 66 | 72 | 72 | 79 |
| Inventory Days | 184 | 311 | 277 | 207 | 219 | 204 | 200 | 178 | 255 | 256 | 233 | 199 |
| Days Payable | 144 | 171 | 110 | 154 | 127 | 119 | 99 | 112 | 129 | 154 | 162 | 200 |
| Cash Conversion Cycle | 114 | 196 | 266 | 157 | 178 | 173 | 184 | 143 | 192 | 174 | 143 | 78 |
| Working Capital Days | 12 | 1 | -6 | 19 | 43 | 22 | 55 | 40 | 42 | 51 | 35 | 23 |
| ROCE % | 28% | 24% | 5% | 0% | 7% | 11% | 13% | 10% | 10% | 8% | 11% | 4% |
Guidance history
How Camlin Fine Sciences Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Up 2%+ | — | Planned | — |
| Q4 FY26 call → | 10–20% | Flat | Planned | Planned | Rising |
| Q3 FY26 call → | 20–40% | Up 0–2% | None planned | None planned | — |
| Q2 FY26 call → | 20–40% | Flat | Planned | None planned | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
1 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −59.1% | 2% |
| Last 6 months | −35.2% | 4% |
| Last 3 months | −34.5% | 2% |
The price is 74.1% below its all-time high of ₹318.45 (27 Jun 2025). Stocks more than 20% below their peak have their score halved, so 3 became 1.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Camlin Fine Sciences Ltd: 0.4 × 2 + 0.4 × 4 + 0.2 × 2 = 3, halved to 1 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Camlin Fine Sciences Ltd's management said in earlier quarters
Others in Chemicals & Petrochemicals this season
- POCL Enterprises Ltd (Q1 FY27)
466.03 crores (Page 12, 17, 11) . Key investor presentation takeaways from POCL Enterprises Ltd's Q1 FY27 investor presentation — and how it ranks against secto
- Deepak Nitrite Ltd (Q2 FY27)
Q2 FY27 total revenue: ₹3,091 crore, up 61% YoY (Page 1, 4, 5, 6, 10, 11) . Key investor presentation takeaways from Deepak Nitrite Ltd's Q2 FY27 investor prese
- Privi Speciality Chemicals Ltd (Q2 FY27)
19,239.47 lakhs (approximately 33.9% growth). Key results statement takeaways from Privi Speciality Chemicals Ltd's Q2 FY27 results statement — and how it ranks
- NOCIL Ltd (Q2 FY27)
427 crores . Key investor presentation takeaways from NOCIL Ltd's Q2 FY27 investor presentation — and how it ranks against sector peers.