Camlin Fine Sciences Management Guidance Tracker

8 forward-looking guidance items tracked across 2 quarters.

Revenue

Q3 FY26FY27 vanillin volume target of 4,000 MTTracked

Management expects to sell 4,000 metric tons of vanillin in FY27, up from ~2,400 MT in FY26, driven by US tariff reduction and channel stock liquidation.

Q3 FY26FY27 revenue target of ₹2,200 croreTracked

Company targets ₹2,200 crore revenue in FY27, assuming current pricing and 20-25% blends growth.

Q4 FY26FY27 revenue guidance of ₹2,200-2,400 croreTracked

Management expects consolidated revenue between ₹2,200 and ₹2,400 crore for FY27, driven by vanillin volume recovery and blends growth.

Q4 FY26Blends business to exceed ₹1,400 crore in FY27Tracked

Blends revenue is expected to cross ₹1,400 crore in FY27, with Winpai and Beta4 turning EBITDA positive.

Margins

Q3 FY26EBITDA margin improvement to 12-14%Tracked

Management guided EBITDA margin to improve to 12-14% in FY27, driven by higher vanillin realizations and blends growth.

Q4 FY26FY27 EBITDA margin guidance of 12-14%Tracked

Management targets EBITDA margins of 12-14% for FY27, supported by vanillin margin improvement and cost control.

Growth

Q3 FY26VPI and Vitafor revenue growth of 40-50% in FY27Tracked

VPI (₹12-13 crore/month) and Vitafor (€12-13 million annual) are expected to grow 40-50% in FY27 through market expansion.

Q4 FY26Vanillin volume target of 4,000-4,200 MT for FY27Tracked

Management expects vanillin sales volume of 4,000-4,200 MT in FY27, with US volumes of 2,200-2,400 MT.