Camlin Fine Sciences Limited — Q4 FY26
Camlin Fine Sciences reported FY26 revenue of ₹1,723 crore, impacted by ~20% shipment delays due to geopolitical disruptions.
neutral
medium
✓ Verified against BSE filing
Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
100%Questions answered0Evaded / deflected12Questions auditedContradictedNumbers vs filing
Answered
Medium priority
Impact of phenol price rise from 85 to 150 on production
Asked by Raman Ki, Sequent investments
Management directly explained what dphenol is and confirmed the raw material price increase.
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Question
Uh I just have uh some doubts. One is with respect to denol prices which you said have increased drastically from 85 to 150. Uh this is a raw material for production of what actually?
Sanjiv (likely Sanjiv, no role stated)
Dphenol is the product which we manufacture. Dphenol is nothing but hydroken and katakon. I was talking about the raw material phenol which was generally 85 rupees... Now it has gone up to 150.
Answered
High priority
Explanation of 85 crore gain from discontinued operations
Asked by Raman Ki, Sequent investments
Management explained the source of the gain and the approximate amount.
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Question
from the PBT I can see that we have 85 crores gain from discontinued operation. Can you just elaborate what is this?
Sanjiv (likely Sanjiv, no role stated)
we have this CFS Europe subsidiary which was liquidated and there were certain loans in that subsidiary which has been booked as a gain on demogation of CFS Europe... it's around 95 crores of loan but the credit is lower because there are some discontinued business and the losses there.
Answered
High priority
Vanillin realization outlook after inventory liquidation and tariff reduction
Asked by Raman Ki, Sequent investments
Management gave specific realization numbers and confirmed improvement.
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Question
So now can we expect our realization to move upwards given that the inventory has been liquidated at the same time the US tariff has reduced from 50% to 25%.
Sanjiv (likely Sanjiv, no role stated)
the tariffs have gone down. Naturally, we were impacted. The basic prices in US have not moved. They're 18... duty reduced our realizations will increase. In fact, our realization moved from sub$111 in the last quarter to almost 12.5 plus dollars in this quarter.
Answered
Medium priority
Realization difference between methyl and ethyl vanillin
Asked by Raman Ki, Sequent investments
Management explained the price and cost difference and that margins are similar.
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Question
is there any realization difference from metal when we compare metal van toal van? I just want to understand the rational behind switching from metal van toal ethile van.
Sanjiv (likely Sanjiv, no role stated)
ethile van's price difference generally is $1 to $1 and a half dollars more than methile van but our cost is also almost one $1 more. So either I say methile or ethile my realizations the margins for dollar per kg remain the same.
Answered
High priority
Vanillin sales quantity this quarter
Asked by Rashikes Sha, Alkeni Capital
Management gave a specific quantity number.
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Question
I wanted to know what would be a panel in sales this quarter? Quantity.
Sanjiv (likely Sanjiv, no role stated)
Minimum we sold quarter around 320 321.
Answered
High priority
Impact of Middle East crisis on EBITDA and guidance
Asked by Rashikes Sha, Alkeni Capital
Management quantified the impact and reaffirmed guidance.
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Question
how much of an impact would you say this Middle East crisis had on our AIA? ... So what do you think would be would there be any change to our guidance revenue wise and margin wise?
Sanjiv (likely Sanjiv, no role stated)
the Middle East crisis has impacted our sale by about 50 crores or so. ... our bida should have been higher by about 34. ... we're not changing our guidance for FI27.
Answered
High priority
Blended realization for FY27
Asked by Rashikes Sha, Alkeni Capital
Management provided a specific range.
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Question
what would be a blended realization we can take for FI27?
Sanjiv (likely Sanjiv, no role stated)
I think it'll be around in the range of 13 and a half to $14.
Answered
High priority
Debt levels at March 26 and cash flow management for FY27
Asked by Anish Dari, Vario
Management gave specific debt numbers and repayment plans.
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Question
can you explain or help us understand your debt levels at March 26 and how you plan to manage your cash flow in fiscal 27...
Sanjiv (likely Sanjiv, no role stated)
last year we had we started with around 620 crores of debt. ... at the end of this year we have around our 670 crores loan. ... the overall repayment for the whole year is around 60 to 70 crores.
Answered
High priority
Timeline for US vanillin volumes to pick up
Asked by Anish Dari, Vario
Management provided a volume target and confirmed progress.
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Question
How is that situation when you think you can get your volumes strongly going in US?
Sanjiv (likely Sanjiv, no role stated)
our estimate for FI27 in the US will be around the 2200 to 2,400 metric tons and we are on stream to achieve that number.
Answered
Medium priority
Current catacol inventory tonnage
Asked by Rahan, Coher and Bel
Management gave a specific inventory number.
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Question
what is the tonnage or catacle inventory we're sitting on in terms of for now?
Sanjiv (likely Sanjiv, no role stated)
it's about in the region of about 3,000 tons.
Answered
High priority
FY27 EBITDA guidance and margin range
Asked by Rahan, Coher and Bel
Management provided specific revenue and margin guidance.
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Question
are you on track to deliver about 300 330 crores of Ebida for FI27?
Sanjiv (likely Sanjiv, no role stated)
on the top line we should be in the region of between 22 to 2400. And IDA margins would be between 12 to 14%.
Answered
Medium priority
Outlook for base business (PBS, BSA) amid price pressure and cost increases
Asked by Surya Patra, Philip Capital
Management gave a positive outlook and explained cost pass-through.
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Question
what is the kind of outlook that you'll be having on that the states with specialty ingredients as well as the specialty the states business.
Sanjiv (likely Sanjiv, no role stated)
in the trade business some of the cost increases we will be able to pass on... I think we are gaining a lot of market share also in the blends business... the outlook for 27 it would be positive.
Quantitative claims vs filed numbers
| Claim | Management said | Filing | Verdict |
|---|---|---|---|
| FY27 revenue guidance: 2200-2400 crores | ₹2,300 cr | ₹425 cr | Overstated vs filing |
| FY27 EBITDA margin guidance: 12-14% | 13% | 5% | Overstated vs filing |
| Blends business revenue target for FY27: northward 1400 crores | ₹1,400 cr | ₹425 cr | Overstated vs filing |
Filed figures sourced from Screener.in. Claims within a small tolerance of the filing are marked “matches filing”.