Latest news with #CamlinFineSciences
&w=3840&q=100)
Business Standard
6 days ago
- Business
- Business Standard
Smallcap stock soars 15% on heavy volumes on Monday; zooms 69% in 7 weeks
Camlin Fine Sciences share price today Shares Camlin Fine Sciences (CFSL) hit a multi-year high of ₹216.20, surging 15 per cent on the BSE in Monday's intra-day trade amid heavy volumes after the company reported a strong operational performance for the March 2025 quarter (Q4FY25). The smallcap stock was trading close to its record high of ₹225.47 touched on June 19, 2021. In the past seven weeks, the market price of specialty chemicals has appreciated by 69 per cent from a level of ₹128.10 on April 7, 2025. At 11:43 AM; CFSL quoted 14 per cent higher at ₹214, as compared to 0.5 per cent rise in the BSE Sensex. The average trading volumes at the counter jumped over three-fold. A combined 8.36 million equity shares representing 4.4 per cent of total equity of the company changed hands on the NSE and BSE. Strong operational performance in Q4 In the March 2025 quarter (Q4FY25), the company reported strong 88.7 per cent year-on-year (YoY) growth in earnings before interest, taxes, depreciation and amortisation (EBITDA) at ₹59.41 crore, against ₹31.48 crore in Q4FY24. Reported EBITDA margins expanded to 13.6 per cent from 8.4 per cent in a year ago quarter. Revenue from operations grew 16.1 per cent YoY to ₹437.46 crore from ₹376.65 crore. Profit after tax (PAT) increased 16.9 per cent YoY at ₹22.74 crore. CFSL has a significant global presence, with nine manufacturing facilities spread across Asia, Europe, South America and Central America. The company has strong regional sales teams that cater to the requirements of their respective regions. At the consolidated level, CFSL derives around 85 per cent of its revenue from exports and from overseas subsidiaries, with over 100 products sold in around 80 countries. The company caters to diverse end user industries such as food, feed, animal and pet nutrition, flavours and fragrances, pharma, agrochemicals, and petrochemicals among others. This helps the company avoid dependence on any single industry and provides potential for expansion. Moreover, the vertically integrated operations and the regional sales team enables CFSL to customise product offerings as per the client's requirements, which has helped it develop long-standing relations with its customers. Way Forward Specialty Ingredients - Maintaining market leadership for Antioxidants. The company said it increasingly focusing on high margin blends and additives. These formulations are specifically tailored to meet the diverse needs of the industry. Widen portfolio to provide a comprehensive solution for the food, pet food, biodiesel, livestock and aquaculture industries. Performance Chemicals - Aim to expand Diphenol chain, specifically focusing on expanding downstream products. The company is planning the introduction of new products like CME, Chloranil, and Napthol etc. It is planning to increase manufacturing capacity of existing products through debottlenecking. The company aims to give a major impetus to the 'Make in India' initiative by launching exciting products. Aroma Ingredients - The company plans to introduce specialized and customized products within the vanillin range, catering to diverse application needs. The management is actively pursuing an expansion in the aroma industry. The production of Ethyl Vanillin and vanillin ex-clove (natural vanillin) completes a comprehensive range of Vanillin offerings for the market. The company aims to achieve optimum capacity utilization in coming years. About Camlin Fine Sciences CFSL is inter-alia engaged in the business of diverse high-quality innovative antioxidants and shelf-life extensions, aroma ingredients, performance chemical products and related solutions for food, animal nutrition, pet food, pharmaceutical and petrochemical industries globally. The company is a leading manufacturer of Speciality Chemicals that can be broadly categorised into Shelf-Life Solutions, Performance Chemicals, Aroma Ingredients and Health & Wellness. These products are used in varied industries such as human food, animal feed, pet food, agrochemicals, petrochemicals, pharmaceuticals, nutraceuticals, flavours and fragrances and health care.
Yahoo
24-05-2025
- Business
- Yahoo
Camlin Fine Sciences Ltd (BOM:532834) Q4 2025 Earnings Call Highlights: Strong Core Business ...
Total Turnover (Q4): INR 437 crores, up from INR 431 crores in the previous quarter. Annual Turnover: Increased from INR 1,439 crores to INR 1,666 crores. Core Business Revenue Growth: 15% year on year. Core Business EBITDA: INR 208 crores in FY25, up from INR 184 crores last year. Blinds Business Growth: 17% to 18% year on year, reaching INR 78 crores. Aroma Revenue Contribution: INR 176 crores in FY25. Net Debt Position: Improved from INR 564 crores to INR 492 crores. Warning! GuruFocus has detected 7 Warning Signs with BOM:532834. Release Date: May 23, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Camlin Fine Sciences Ltd (BOM:532834) reported a 15% year-on-year growth in its core business revenues. The company's EBITDA for the core business improved to 12.5%, amounting to INR 208 crores in 2025, up from INR 184 crores the previous year. The blends business experienced significant growth, particularly in North America and India, with an overall increase of 17% to 18% year-on-year. The Aroma segment contributed INR 176 crores to revenue in FY25, with expectations of further growth due to anti-dumping duties in the US and Europe. The company's net debt position improved from INR 564 crores to INR 492 crores, aided by a successful rights issue in January 2025. Camlin Fine Sciences Ltd (BOM:532834) faced pricing pressure across most products due to competition, particularly from China. The company reported increased losses from discontinued operations in Europe and China, with significant employee costs contributing to these losses. Capacity utilization for the vanillin plant is currently at 45% to 50%, with plans to reach 100% in the next two years, indicating underutilization. Employee expenses increased by 25% year-on-year, driven by business expansion in America and Europe and the addition of new personnel. The company is experiencing a cash burn from discontinued operations, although efforts are being made to reduce these costs significantly. Q: Could you share the volume of Vin exports to the US for March and April, and your understanding of the recent ADD and CVD duties on Chinese producers? A: Sharing specific data on US exports is not possible due to competitive sensitivity. The ADD is typically for 5 years. The price difference between Europe and the US is about 20-25%, with the US being higher. Q: What is the current capacity utilization of the vanillin plant, and where do you see it in the next 2 years? A: Currently, the vanillin plant is at about 45-50% utilization. We aim to reach 100% capacity in the next two years as market development improves. Q: What is the outlook for the blends business, and what EBITDA margins do you expect? A: We expect the blends business to grow by about 20% over the next 2-3 years. EBITDA margins are expected to improve and be in the high teens as certain thresholds are met. Q: Are you facing any pricing pressure on your products currently? A: Yes, there is pricing pressure on all products except vanillin due to competition from China. Q: Why have vanillin sales not picked up quarter-on-quarter? A: Sales in the US are affected by stock on sea and controlled sales due to expected price increases. We are waiting for better realizations. Q: What is the status of the discontinued operations in Europe and China, and when will we see a reduction in losses? A: There are some one-time expenses this quarter, but employee costs will reduce by 90% next year. Discontinued losses should not exceed 8 crores in Q1 FY26. Q: What is the current gross margin for vanillin, and what is the cost of production? A: The cost of production for vanillin is around $9, with current prices ranging from $12 to $13. Gross margins are expected to improve as capacity utilization increases. Q: What is the impact of tariffs on your business, and how do you see the competitive landscape? A: Tariffs are difficult to predict, but we do not see a significant disadvantage. The blend business margins should remain stable despite competitive pressures. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Business Standard
24-05-2025
- Business
- Business Standard
Camlin Fine Sciences reports consolidated net loss of Rs 0.72 crore in the March 2025 quarter
Sales rise 16.14% to Rs 437.46 crore Net Loss of Camlin Fine Sciences reported to Rs 0.72 crore in the quarter ended March 2025 as against net loss of Rs 77.14 crore during the previous quarter ended March 2024. Sales rose 16.14% to Rs 437.46 crore in the quarter ended March 2025 as against Rs 376.65 crore during the previous quarter ended March 2024. For the full year,net loss reported to Rs 139.05 crore in the year ended March 2025 as against net loss of Rs 92.75 crore during the previous year ended March 2024. Sales rose 14.62% to Rs 1666.53 crore in the year ended March 2025 as against Rs 1453.91 crore during the previous year ended March 2024. Particulars Quarter Ended Year Ended Mar. 2025 Mar. 2024 % Var. Mar. 2025 Mar. 2024 % Var. Sales 437.46376.65 16 1666.531453.91 15 OPM % 13.588.36 - 12.4910.98 - PBDT 54.6821.11 159 123.13114.95 7 PBT 36.297.74 369 59.2958.59 1 NP -0.72-77.14 99 -139.05-92.75 -50
