Camlin Fine Sciences Limited · NSE:CAMLINFINE
Camlin Fine Sciences — Q2 FY27 Earnings Presentation
27 slides from Camlin Fine Sciences's earnings presentation, Nov 3, 2026
Slide 1: Stock exchange intimation letter
November 3, 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
Slide 2: Blending Strength. Building the Hive.
BLENDING STRENGTH. BUILDING THE HIVE. Camlin Fine Sciences Limited Investor Presentation – November 2026
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: Q2 & H1FY27 Financial Highlights
Q2 & H1FY27 Financial Highlights
Slide 5: Q2 & H1FY27 Financial Highlights
Q2 & H1FY27 Financial Highlights Revenue (Rs. In Mn) Operational EBITDA* (Rs. In Mn) 10,113 559 8,580 356 4,503 5,199 4,915 176 199 22 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 EBITDA Margin % PAT (Rs. In Mn) 7.91% 6.52% -19 -50 3.39% -318 -281 1.97% 0.45% -599
Slide 6: Key Operational Highlights
Key Operational Highlights Financial Performance Operating Environment Outlook — FY27 • Revenue came in at Rs 4,915 mn, up • Elevated raw material prices continue • Blends: Growth momentum to 9.15% YoY. to impact the profitability of the continue across all geographies. Vitafor • Gross margin came i
Slide 7: Segmental Highlights – Q2 & H1FY27
Segmental Highlights – Q2 & H1FY27 Specialty Ingredients Aroma Performance Chemicals & Others Q2 FY27 Highlights STRAIGHTS BLENDS ₹472 ₹1,857 ₹1,108 ₹2,970 Revenue Revenue Revenue Revenue 8.04% (23.1)% (10.6)% EBITDA EBITDA EBITDA H1 FY27 Highlights STRAIGHTS BLENDS ₹1,246 ₹3,606 ₹2,036 ₹6,056 Reven
Slide 8: Operational Revenue Breakup
Operational Revenue Breakup Specialty Ingredients (Rs. In Mn) Specialty Ingredients (Rs. In Mn) Total Specialty Ingredients (Rs. In Mn) (Straights) (Value added blends) 359 255 328 659 583 +20% +35% +31% 2,036 6,056 8,092 1,696 +26% +26% 4,471 +26% 6,167 1,108 3,086 2,970 4,013 4,079 882 927 2,349 3
Slide 9: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement From Continuing Operations Particulars (Rs. In Mn) Q2 FY27 Q2 FY26 Q1 FY27 H1 FY27 H1 FY26 Revenue from Operation 4,914.7 4,502.6 5,198.8 10,113.4 8,579.9 Raw material consumption 2,956.9 2,411.1 3,056.8 6,013.7 4,667.9 Employee Cost 722.7 594.7 734.3 1,457.0 1,1
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (Rs. In Mn) Sept – 26 Mar – 26 Particulars (Rs. In Mn) Sept – 26 Mar – 26 Equity Non-Current assets Equity Share Capital 192.1 192.1 Property, Plant and Equipment 5,711.2 5,692.1 Capital Work-In-Progress 237.0 328.5 Other Equity 9,528.6 10,216.7 Right use of as
Slide 11: Company Overview
Company Overview
Slide 12: Company Overview
Company Overview Catering Diverse Industries Food & Beverage Animal Nutrition Pet Food Among Global Leaders Offering Wide Range Pharmaceuticals & Pharma In the Manufacturing of Antioxidants of Blends & Vanillin Petrochemicals Dyes & Pigments Intermediates Poultry & Livestock Bio-Fuels Aquaculture &
Slide 13: From Manufacturing to Global Partnerships
From Manufacturing to Global Partnerships 1 Manufacturing Backbone India | Brazil | Mexico | France | Belgium Scale. Reliability. Consistency. 2 Core production hubs anchor the network, ensuring uninterrupted supply and quality. Innovation Close to Market Americas | Europe | Asia Co-create. Customiz
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: Speciality Ingredients - Straights
1. a. Speciality Ingredients - Straights Key Products Key Brands TBHQ BHA Ascorbyl Palmitate Highly effective antioxidant Widely used antioxidant to Fat-soluble antioxidant that for protection against preserve quality and extend helps maintain color, flavor oxidative degradation. shelf life. and nut
Slide 16: Speciality Ingredients – Value Added Blends
1. b. Speciality Ingredients – Value Added Blends Key Products Key Brands ▪ 200+ custom formulations, encompassing both traditional and natural solutions (forward- integrated antioxidant blends) ▪ Forward-integrated blends (TBHQ, BHA, BHT, ASP) effectively extend shelf life and prevent food/feed los
Slide 17: Expanding Global Reach in Blends
Expanding Global Reach in Blends Vitafor ▪ TRANSACTION SNAPSHOT ▪ BUSINESS PROFILE ▪ STRATEGIC VALUE PRODUCT / APPLICATION FOCUS ▪ 100% stake acquired ▪ Animal-feed ingredient ▪ Strengthens European & manufacturer and trader African reach Animal feed ingredients ▪ Cash consideration: €1 Mn ▪ Located
Slide 18: Aroma Chemicals
2. Aroma Chemicals Key Products Vanillin Ethyl Vanillin Vanillin Ex-Clove Adorr vanillin range is Manufacture Methyl Vanillin Manufacture Ethyl Vanillin manufactured inhouse ensuring under Vanesse serving under Evanil serving multiple consistent quality, reliable supply, multiple industries industri
Slide 19: Performance Chemicals & Others
3. Performance Chemicals & Others Key Products HQ Derivatives Catechol Derivatives › Chloranil › TBHQ › 4 TBC › Guaiacol › MEHQ › PDMB › Guethol › 1, 2MDB › HQEE › CME › Veratrole Key End User Industries Petrochemicals Dyes & Pigments Acrylates Agrochemicals Electroplating Pharmaceuticals Polymers P
Slide 20: Strategic Focus Areas across Segments
Strategic Focus Areas across Segments 1. Speciality Ingredients (Straights + Blends + Vitafor + Vinpai) 2. Aroma Chemicals 3. Performance Chemicals & Others AMEA Region America Region ▪ Deepened partnerships with key accounts ▪ Portfolio Expansion - Expand ▪ Accelerate towards Speciality ▪ Specialit
Slide 21: ESG
ESG Environmental • Transitioned from periodic monitoring to real-time environmental visibility through online installations, infrastructure upgrades • Undertook comprehensive thermal insulation program to minimize heat loss and optimize energy Social • Completely renovated the Occupational Health C
Slide 22: 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 23: 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 24: Historical Financial Highlights
Historical Financial Highlights
Slide 25: 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 26: 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) 13,116 12,356 11,585 4,576 9,973 4,111 8,612 9,679 3,812 3,744 7,253 7,980 3,143 5,103 4,168 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY
Slide 27: Thank You !
Thank You ! Camlin Fine Sciences Ltd. CIN – L74100MH1993PLCO75361 Santosh Parab - President – Strategy and Global 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 - U