CAMLINFINE / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Camlin Fine Sciences · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

12

Answered directly

100%

Numeric claims

3

Consistency

contradicted

Question ledger

What was answered, and how?

Raman Ki · Sequent investments

direct

Impact of phenol price rise from 85 to 150 on production

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.

Raman Ki · Sequent investments

direct

Explanation of 85 crore gain from discontinued operations

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.

Raman Ki · Sequent investments

direct

Vanillin realization outlook after inventory liquidation and tariff reduction

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.

Raman Ki · Sequent investments

direct

Realization difference between methyl and ethyl vanillin

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.

Rashikes Sha · Alkeni Capital

direct

Vanillin sales quantity this quarter

Minimum we sold quarter around 320 321.

Rashikes Sha · Alkeni Capital

direct

Impact of Middle East crisis on EBITDA and guidance

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.

Rashikes Sha · Alkeni Capital

direct

Blended realization for FY27

I think it'll be around in the range of 13 and a half to $14.

Anish Dari · Vario

direct

Debt levels at March 26 and cash flow management for FY27

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.

Anish Dari · Vario

direct

Timeline for US vanillin volumes to pick up

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.

Rahan · Coher and Bel

direct

Current catacol inventory tonnage

it's about in the region of about 3,000 tons.

Rahan · Coher and Bel

direct

FY27 EBITDA guidance and margin range

on the top line we should be in the region of between 22 to 2400. And IDA margins would be between 12 to 14%.

Surya Patra · Philip Capital

direct

Outlook for base business (PBS, BSA) amid price pressure and cost increases

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.