Oriental Aromatics Ltd. · NSE:OAL
Oriental Aromatics — Investor Presentation (August 2026)
33 slides from Oriental Aromatics's investor presentation, Aug 26, 2026
Slide 1: Regulation 30 disclosure letter to BSE and NSE
Ref: OAL/BSE/NSE/35/2026-27 26th August, 2026 To To The Manager The Manager Department of Corporate Services, Listing Department, BSE Limited, National Stock Exchange of India Limited Phiroz Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai- 400 001 Bandra (East), Mumbai -
Slide 2: Investor Presentation August 2026
ie, ~~ \ INVESTOR PRESENTATION August 2026
Slide 3: Executive Summary
EXECUTIVE SUMMARY OVERVIEW FY26 CONSOLIDATED FINANCIALS • Oriental Aromatics Ltd. is one of the largest Indian manufacturers of a variety of Aroma Chemicals, Camphor, OP. INCOME – INR 10,308 Mn Fragrances and Flavours. • The company is one of the privileged few integrated PBT – INR 107 Mn manufactur
Slide 4: Company Overview
COMPANY OVERVIEW
Slide 5: Company Overview
COMPANY OVERVIEW • The Fragrance and Flavours business of Oriental Aromatics was founded by Mr. Keshavlal Bodani in 1955 and has been nurtured and handed down to three generations of the Bodani’s. O P E R AT I O N A L R E V E N U E , PAT ( I N R M n ) & EBITDA MARGIN (%) • In August 2008, Oriental A
Slide 6: Value Chain
VALUE CHAIN SOURCES OF RAW MATERIALS RAW MATERIALS PRODUCTS/BLENDS APPLICATIONS INCENSE STICKS AIR FRESHENERS AROMA INGREDIENTS • Specialty Aroma Chemicals PINE TREE • Pine Oil COSMETICS • Terpene based aroma chemicals • Others SPIRITUAL SYNTHETIC CAMPHOR BALMS PETROLEUM ALPHA PINENE FRAGRANCE AND F
Slide 7: Promoter Background and Board of Directors
PROMOTER BACKGROUND AND BOARD OF DIRECTORS MR. DHARMIL A. BODANI MR. SHYAMAL A. BODANI MR. SATISH KUMAR RAY CHAIRMAN AND MANAGING DIRECTOR EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR- OPERATIONS • A dynamic personality with vast experience of more • Started his career in the year 2003 and currently he • S
Slide 8: Geographical Presence
GEOGRAPHICAL PRESENCE Bareilly, Uttar Pradesh Vadodara, Gujarat Headquarters, Mumbai, Ambernath, Maharashtra, INDIAMaharashtra Manufacturing Plants Export to Countries Africa Asia Egypt Bangladesh South Korea Kenya China Sri Lanka Europe Morocco Hongkong Thailand Austria South Africa Indonesia UAE F
Slide 9: Key Milestones
KEY MILESTONES The name of the In August 2008, company changed The controlling stake of from CAPL to OAL, Company Since 57.66% was bought under the Scheme Honoured with the achieved the commencement, over by the of Amalgamation as prestigious Global INR 1,000 the company has promoters, Oriental appr
Slide 10: Manufacturing Facilities
MANUFACTURING FACILITIES BAREILLY, UTTAR PRADESH VADODARA, GUJARAT • First Synthetic Camphor plant in India with technology from DuPont of • The-state-of-the-art manufacturing aroma chemicals facility was set USA in 1964. up at Vadodara, Gujarat in 1999 and a new multi purpose plant facility • This
Slide 11: Manufacturing Facilities
MANUFACTURING FACILITIES AMBERNATH, MAHARASHTRA MAHAD, MAHARASHTRA • This state-of-the-art manufacturing facility has capacity of ~6,000 • The state-of-the-art manufacturing facility has a capacity of 250 MTPA of fragrance and flavour which started operations in 2014. metric tons and focuses on spec
Slide 12: R&D Set Up
R&D SET UP CENTRE FOR INNOVATION AT MUMBAI • State of the art synthesis lab • DSIR approved lab • Dedicated to research on generic specialty aroma ingredients in a sustainable way • Between 35-40 research associates • Head-space GC-MS, Flash chromatography, UV along with regular analytical set-up, W
Slide 13: Key Strengths
KEY STRENGTHS ESTABLISHED PLAYER VAST PRODUCT RANGE INFRASTRUCTURE SUSTAINABILITY • 6 decades of experience in • The company’s vast product • Fosters excellence through • Adopted a sustainable sourcing Aroma Chemicals and 7 decades range finds applications in array innovation and gives utmost policy
Slide 14: Business Overview
BUSINESS OVERVIEW
Slide 15: Business Mix
BUSINESS MIX SPECIALTY AROMA CAMPHOR & TERPENE FLAVOURS FRAGRANCES INGREDIENTS CHEMICALS 14
Slide 16: Pine Based Aroma Chemicals Manufacturing
PINE BASED AROMA CHEMICALS MANUFACTURING PINE TREES TAPPING DISTILLATION PROCESS Gum Resin Heavy Oil Gum Turpentine Oil (GTO) Residue (70%) (15%) (10%) (5%) Terpinyl Isobornnyl Camphene Pineoils Capinone Terpineol Dipentine Isoborneol Ketone 101 Acetate Perf. Acetate Isobornyl Acetate Camphor 15
Slide 17: Aroma Chemicals Industry Overview
AROMA CHEMICALS INDUSTRY OVERVIEW • The global aroma chemicals market size was valued at USD 6.55 billion in 2025 and is expected to expand at 7.7% CAGR to reach USD 8.82 billion in 2029. • The demand for the product is anticipated to be driven by increased consumption of flavours and fragrance prod
Slide 18: Aroma Chemicals
AROMA CHEMICALS Every aroma has a specific need and a unique characteristic. Whether it’s going to be used to mask, mimic or maximise a taste or smell, is key. Each aroma molecule can be adapted to suit a variety of products and offer their own signature fragrance. After all, an aroma of a product i
Slide 19: Camphor
CAMPHOR OAL is one of the prominent manufacturers of Camphor in India. Camphor is a waxy, flammable, white or transparent solid with a strong aroma. It can be produced from alpha-pinene, which is abundant in the oils of coniferous trees and can be distilled from turpentine produced as a side product
Slide 20: Flavours & Fragrance Industry Overview
FLAVOURS & FRAGRANCE INDUSTRY OVERVIEW • The global flavours and fragrances market was valued at USD 33.3 Billion in 2024 and is expected to reach USD 44.6 Billion by 2033, at 3.15% CAGR. • APAC dominated the global industry in 2023 and accounted for the share of around 32% of the overall revenue. •
Slide 21: Fragrance Compounds
FRAGRANCE COMPOUNDS A Fragrance compound, also known as an odorant, aroma, is a chemical compound that has a smell or Oduor. Perfume is described as having three sets of notes, making the harmonious scent accord. The notes unfold over time, with the immediate impression of the top note leading to th
Slide 22: Flavour Compounds
FLAVOUR COMPOUNDS Flavour is the sensory impression of food or other substance and is determined primarily by the chemical senses of taste and smell. Smell is the main determinant of a food item's flavour. While only five basic tastes - sweet, sour, bitter, salty and umami (savory) are universally r
Slide 23: Facts of Fragrances and Flavours
FACTS OF FRAGRANCES AND FLAVOURS Studies show that 75% of emotions The sense of smell is the first of all are triggered by smell which is linked our senses to develop. Even before to pleasure, well-being, emotion and we are born, our sense of smell is memory – handy when you want fully formed and fu
Slide 24: Strategic Overview
STRATEGIC OVERVIEW Committed to be a global Increased focus on high To focus on sustainable One of its kind automated player in the specialty value - low volume chemistry and always Multi- Purpose Plant in aroma chemical space products environmentally India for specialty aroma compliant chemicals Fo
Slide 25: Financial Overview
FINANCIAL OVERVIEW
Slide 26: Historical Standalone Income Statement
HISTORICAL STANDALONE INCOME STATEMENT INCOME STATEMENT (MN) FY24 FY25 FY26 Q1-FY27 Total Operational Income 8,364 9,280 10,256 2,567 Total Expenses 7,890 8,279 9,479 2,343 EBITDA 474 1,001 777 225 EBITDA Margins (%) 5.67% 10.79% 7.58% 8.77% Other Income 73 32 93 9 Depreciation 197 213 250 62 Financ
Slide 27: Historical Standalone Balance Sheet
HISTORICAL STANDALONE BALANCE SHEET LIABILITIES (INR Mn) MN) FY24 FY25 FY26 ASSETS (INR Mn) FY23 FY24 FY26 Shareholders Fund Assets Share Share Capital Capital 168 168 168 168 168 168.268 Non-Current Assets Other Other Equity Equity 6,176 6,176 6,619 6,619 6,853 6,853 Property, Plant and Equipment 2
Slide 28: Historical Consolidated Income Statement
HISTORICAL CONSOLIDATED INCOME STATEMENT INCOME STATEMENT (MN) FY24 FY25 FY26 Q1-FY27 Total Operational Income 8,364 9,283 10,308 2,598 Total Expenses 7,894 8,349 9,628 2,400 EBITDA 470 934 680 198 EBITDA Margins (%) 5.62% 10.06% 6.60% 7.62% Other Income 73 31 96 10 Depreciation 198 237 311 77 Finan
Slide 29: Historical Consolidated Balance Sheet
HISTORICAL CONSOLIDATED BALANCE SHEET LIABILITIES LIABILITIES (INR (INR Mn) MN) FY24 FY23 FY25 FY24 FY26 FY25 ASSETS (INR MN) FY24 FY25 FY26 Shareholders ShareholdersFund Fund Assets Share ShareCapital Capital 168 168 168 168 168 168 Non-Current Assets Other OtherEquity Equity 6,155 6,081 6,461 6,15
Slide 30: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE REVENUE FROM OPERATIONS (INR MN) EBITDA (INR Mn) & EBITDA MARGINS PAT (INR Mn) & PAT MARGINS (%) (%) 12.00% 3.69% 10,308 10.06% 9,283 10.00% 8,364 7.62% 6.60% 8.00% 5.62% 934 680 6.00% 1.09% 470 343 2,598 4.00% 0.96% 198 2.00% 0.31% 91 32 25 0.00% FY24 FY25 FY26 Q1
Slide 31: Capital Market Information
CAPITAL MARKET INFORMATION STOCK PERFORMANCE (AS ON 30th June, 2026) 20% 10% 0% -10% -20% -30% -40% -50% Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 OAL Sensex PRICE DATA (AS ON 30th June, 2026) INR SHAREHOLDING PATTERN (AS ON 30th June, 2026) Face Value 5.00
Slide 32: Safe Harbour
SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Oriental Aromatics 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 s
Slide 33: Thank you
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