Camlin Fine Sciences

Camlin Fine Sciences reported Q3 FY26 revenue of ₹572 croreCurrent reported value: ₹572 crore. No comparable prior figure is available in the source record., up 6% YoYCurrent reported value: 6% YoY. No comparable prior figure is available in the source record., driven by blends growth (+11% YoY) and the VPI acquisition. EBITDA margin contracted 60 bps YoYCurrent reported value: 60 bps YoY. No comparable prior figure is available in the source record. to 6.7%Current reported value: 6.7%. No comparable prior figure is available in the source record., impacted by lower vanillin sales (deliberately deferred to benefit from US tariff reduction) and margin pressure in the straights business (TBHQ/BHA). Management guided for FY27 vanillin volumes of 4,000 metric tonsCurrent 4,000 metric tons. Reported change: +67% YoY. (vs ~2,400 in FY26) and blends growth of 20-25%, targeting overall revenue of ₹2,200 crore. A fire at a Brazil blending unit destroyed ~₹33 croreCurrent ₹33 crore. Reported change: N/A. of inventory and equipment, but insurance coverage is expected. Key risk: delay in US tariff reduction or liquidation of European subsidiary could impact cash flows.