Camlin Fine Sciences Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Camlin Fine Sciences reported Q4 revenue of INR424 crores and full-year revenue of INR1,723 crores, with management attributing part of the shortfall to shipping delays and freight disruption linked to a geopolitical conflict. Quarterly EBITDA came in at INR21 crores, or about 5% margin, which management linked to higher freight costs, the Vinpai acquisition's liquidity-related losses, and a switch from methyl to ethyl vanillin production. Management also described the liquidation of CFS Europe, a resulting accounting gain of roughly INR100 crores, and a recent fire incident at the Dahej plant that led to a decision to import hydroquinone rather than continue diphenol manufacturing.