Slide 1: Stock exchange intimation cover letter
May 26, 2026 To, To, BSE Limited, Listing Department, 25, P. J. Towers, National Stock Exchange of India Ltd., Dalal Street, Exchange Plaza, Bandra Kurla Complex, Mumbai – 400 001 Bandra (East), Mumbai- 400051 Ref: Company Scrip Code: 532834 Ref: Symbol: CAMLINFINE || Series: EQ Sub: Intimation purs
Slide 2: Investor Presentation – May 2026
INTEGRATING SOLUTIONS ADDING VALUE Investor Presentation – May 2026 Camlin Fine Sciences Limited
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Camlin Fine Sciences Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
Slide 4: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights
Slide 5: Q4 & FY26 Operational Highlights
FY25 Q4 Operational & FY26 Highlights Operational Highlights Revenue (Rs. In Mn) Operational EBITDA (Rs. In Mn) 17,233 2,160 16,287 1,069 4,316 4,405 4,248 621 298 212 Q4 FY25 Q3 FY26 Q4 FY26 FY25 FY26 Q4 FY25 Q3 FY26 Q4 FY26 FY25 FY26 EBITDA Margin % PAT (Rs. In Mn) 651 297 10 14.38% 13.26% -275 -3
Slide 6: Q4 & FY26 Operational Highlights
FY25 Q4 Operational & FY26 HighlightsHighlights • Revenue for the Q4FY26 stood at Rs. 4,248 mn and Rs 17,233 mn for FY26 • Conflict had an adverse impact on the sales of month of March 2026 • Prolonged conflict affecting the availability and prices of raw materials, enhanced logistic cost, longer de
Slide 7: Operational Revenue Breakup
Operational Revenue Operational RevenueBreakup Breakup From Continuing Operations# Specialty Ingredients (Rs. In Mn) Specialty Ingredients (Rs. In Mn) Total Specialty Ingredients (Rs. In Mn) (Straights) (Value added blends) -17% +16% +6% 3,744 9,973 13,086 8,612 12,356 3,114 +43% 1,895 2,646 2,713 +
Slide 8: Regional Highlights
Regional Highlights Regional Highlights From Continuing Operations CFS India (Rs. In Mn) CFS Mexico (Rs. In Mn) CFS Brazil (Rs. In Mn) -5% +1% +3% 8,865 5,062 5,090 1,571 1,613 8,379 -33% +15% -8% 2,726 1,354 433 445 2,189 1,835 1,178 1,285 399 Q4 FY25 Q3 FY26 Q4 FY26 FY25 FY26 Q4 FY25 Q3 FY26 Q4 FY
Slide 9: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement From Continuing Operations Particulars (Rs. In Mn) Q4 FY26 Q3 FY26 Q4 FY25 FY26 FY25 Revenue from Operation 4,248.1 4,405.1 4,315.8 17,233.1 16,286.9 Raw material consumption 2,187.8 2,368.7 2,108.0 9,224.4 8,235.2 Employee Cost 659.3 617.6 485.3 2,439.0 1,854.5
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (Rs. In Mn) Mar – 26 Mar – 25 Particulars (Rs. In Mn) Mar - 26 Mar – 25 Equity Non-Current assets Equity Share Capital Property, Plant and Equipment 5,692.1 5,925.6 192.1 187.9 Capital Work-In-Progress 328.5 97.3 Other Equity 10,216.8 8,828.8 Right use of asset
Slide 11: Vinpai Acquisition
Innovation Vinpai at Work Acquisition • Incorporated in 2011 Key Rationale • Specializes in natural functional ingredients derived from algae, plants, minerals, and fibers, Portfolio Diversification: Vinpai specializes in algae- and offering alternatives to chemical additives plant-based functional
Slide 12: Company Overview
Company Overview
Slide 13: Company Overview
Company Overview FY26 Revenue Mix*# ₹ 17,233 mn 8 100+ 1,250+ Range of Diversified Base of Satisfied 18% Global Products offerings Customers Worldwide Manufacturing Facilities Preferred Partner High Quality & Wide For Customized Shelf-Life Solutions Range 58% Vanillin Manufacturer 7 Among Global 49,
Slide 14: Product Highlights
Product Highlights FY26 Sales%*# Key Products End User Industries Key Brands › TBHQ › Pet Food › Animal Feed Mills Straights 18% › BHA › Livestock Nutrition › Biodiesel › Ascorbyl palmitate (ASP) › Food & Beverages › Aquaculture & Fishmeal › Fish Meal › Rendering Specialty Ingredients › 200+ custom
Slide 15: Innovation at Work
Innovation at Innovation at Work Work Process Optimization Initiatives • Vanillin Production Optimization: Continuous improvement at Dahej plant, refining processes and setting a future – oriented strategic direction • Animal Nutrition: Dedicated to the continuous improvement and development of prod
Slide 16: Integration Chain
Integration Chain Phenol Hydroquinone Diphenols Catechol Manufactured In-house Performance Performance Specialty Ingredients Chemicals Aroma Ingredients Chemicals Ascorbyl Palmitate1 TBHQ MEHQ Guaiacol Guethol BHA Other derivatives of HQ Veratrole Vanillin Other derivatives of Blends Ethyl Vanillin
Slide 17: ESG
ESG ESG • Main goal by 2030 is to switch to renewable electricity for all manufacturing facilities. Currently, company is exploring different options to achieve this goal • Dedicated to sustainability and done few initiatives from reducing food waste to sourcing clean energy Environment • Constantly
Slide 18: Board Of Directors
Board Of Directors › Over three decades of experience in pharmaceuticals and › Managing Director of the MJ Group with over three decades of specialty chemical products including business planning, Ashish Dandekar Amol Shah experience covering human healthcare, F&F compounds, plant information system
Slide 19: Senior Management Team
Senior Management Team Ashish Dandekar › Over three decades of experience in pharmaceuticals and specialty chemical products including business planning, information systems, research & Chairman & Managing Director development, product development, and marketing › Holds a BA in Economics and Managem
Slide 20: Historical Financial Highlights
Historical Financial Highlights
Slide 21: Historical Financial Highlights
Historical Financial Highlights Revenue (Rs. In Mn) EBITDA (Rs. In Mn) PAT (Rs. In Mn) 10.8% 12.7% 7.0% 9.3% 3.67% Margin 16,928 17,868 604 16,816 16,131 2,131 1,574 235 398 14,121 1,134 755 651 551 1,528 -315 656 14,131 16,287 17,233 2,160 1,790 -1,804 1,069 -2,232 2,000 641 635 -656 -586 -413 -1,0
Slide 22: Operational Revenue Break-Up
Operational Revenue Break-Up Specialty Ingredients (Rs. In Mn) Specialty Ingredients (Rs. In Mn) Total Specialty Ingredients (Rs. In Mn) (Straights) (Value added blends) 13,086 12,356 11,146 4,576 9,973 3,893 9,679 3,812 3,744 8,612 7,253 7,980 3,114 5,103 4,168 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY
Slide 23: Regional Highlights
Regional Highlights CFS India (Rs. In Mn) CFS Mexico (Rs. In Mn) 8,865 5,062 5,090 8,379 4,822 7,894 7,733 6,855 3,533 3,198 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 CFS Brazil (Rs. In Mn) CFS North America (Rs. In Mn) 1,571 1,613 3,596 1,505 3,362 1,129 2,552 902 850 520 FY22 FY23 FY24 FY2
Slide 24: Thank You !
Thank You ! Camlin Fine Sciences Ltd. CIN – L74100MH1993PLCO75361 Santosh Parab- CFO Email – santosh.parab@camlinfs.com santosh.parab@camlinfs.com www.camlinfs.com www.camlinfs.com http://www.sgapl.net/images/sgapl_logo.jpg Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Shrikant San