Camlin Fine Sciences

Camlin Fine Sciences reported FY26 revenue of ₹1,723 croreCurrent reported value: ₹1,723 crore. No comparable prior figure is available in the source record., impacted by ~20% shipment delays due to geopolitical disruptions. The blends business grew 17%Current reported value: 17%. No comparable prior figure is available in the source record. (18% including discontinued Europe), missing the 20% target due to Winpai liquidity issues. Vanillin realizations improved to $12.5/kgCurrent reported value: $12.5/kg. No comparable prior figure is available in the source record. in Q4 from $11, with tariffs reduced to 15.5% in the US. Management maintained FY27 guidance of ₹2,200-2,400 croreCurrent reported value: ₹2,200-2,400 crore. No comparable prior figure is available in the source record. revenue and 12-14% EBITDA marginsCurrent reported value: 12-14% EBITDA margins. No comparable prior figure is available in the source record., driven by vanillin volumes of 4,000-4,200 MT and blends scaling to ₹1,400 crore. Key risks include lingering logistics disruptions, rising raw material costs (phenol up from ₹85 to ₹150/kg), and potential cash flow stress from extended working capital cycles.