
CAMLINFINE - Camlin Fine Sciences Ltd Share Price
Chemicals & Petrochemicals
Valuation | |
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Market Cap | 5.07 kCr |
Price/Earnings (Trailing) | -32.56 |
Price/Sales (Trailing) | 2.96 |
EV/EBITDA | 148.41 |
Price/Free Cashflow | -322.68 |
MarketCap/EBT | -37.35 |
Enterprise Value | 5.62 kCr |
Fundamentals | |
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Revenue (TTM) | 1.71 kCr |
Rev. Growth (Yr) | 9.7% |
Earnings (TTM) | -158.12 Cr |
Earnings Growth (Yr) | 100.1% |
Profitability | |
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Operating Margin | 1% |
EBT Margin | -8% |
Return on Equity | -18.08% |
Return on Assets | -7.81% |
Free Cashflow Yield | -0.31% |
Price to Sales Ratio
Revenue (Last 12 mths)
Net Income (Last 12 mths)
Growth & Returns | |
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Price Change 1W | 11.3% |
Price Change 1M | -11.5% |
Price Change 6M | 94.6% |
Price Change 1Y | 148.2% |
3Y Cumulative Return | 32.7% |
5Y Cumulative Return | 26.3% |
7Y Cumulative Return | 17.6% |
10Y Cumulative Return | 10.1% |
Cash Flow & Liquidity | |
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Cash Flow from Investing (TTM) | -75.35 Cr |
Cash Flow from Operations (TTM) | 26.72 Cr |
Cash Flow from Financing (TTM) | 72.44 Cr |
Cash & Equivalents | 104.07 Cr |
Free Cash Flow (TTM) | -15.72 Cr |
Free Cash Flow/Share (TTM) | -0.84 |
Balance Sheet | |
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Total Assets | 2.02 kCr |
Total Liabilities | 1.15 kCr |
Shareholder Equity | 874.78 Cr |
Current Assets | 1.18 kCr |
Current Liabilities | 846.21 Cr |
Net PPE | 592.56 Cr |
Inventory | 526.86 Cr |
Goodwill | 47.47 Cr |
Capital Structure & Leverage | |
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Debt Ratio | 0.32 |
Debt/Equity | 0.74 |
Interest Coverage | -2.36 |
Interest/Cashflow Ops | 1.27 |
Dividend & Shareholder Returns | |
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Dividend Yield | 0.15% |
Shares Dilution (1Y) | 12.2% |
Shares Dilution (3Y) | 19.7% |
Risk & Volatility | |
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Max Drawdown | -50.7% |
Drawdown Prob. (30d, 5Y) | 57.31% |
Risk Level (5Y) | 53.4% |
Summary of Latest Earnings Report from Camlin Fine Sciences
Summary of Camlin Fine Sciences's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
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For the fiscal year ended March 31, 2025, management of Camlin Fine Sciences Limited provided a positive outlook despite challenging global conditions. The company reported consolidated revenue of INR 1,666 crores, marking a 15% growth in core business year-on-year. They attributed this growth to strong performance in their Blends and vanillin segments, which saw significant volume increases. The Blends business specifically grew by approximately 17-18%, reaching INR 878 crores, aided by the acquisition of CFS Vitafor.
Management highlighted that the EBITDA from the core business improved to INR 208 crores, a rise from INR 184 crores in the previous fiscal year, reflecting a margin maintenance even when product prices faced downward pressure. The company anticipates continued volume growth due to the ramp-up of vanillin production and an expected reduction in cash burn from discontinued operations, projected to decrease from INR 22-23 crores to around INR 8 crores per quarter.
Management forecasts that vanillin capacity utilization could reach 100% within two years, driven by market dynamics and anti-dumping duties leading to higher prices in the U.S. and Europe, where they expect a 10 to 15% price increase. They also expressed confidence that the Blends business could maintain a growth trajectory of around 20% over the next few years, particularly after their planned acquisition of Vinpai.
In summary, the management is optimistic about future growth driven by strategic acquisitions, an improvement in production capacity, and market conditions favoring their products.
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Here are the major questions and answers from the Q&A section of the Camlin Fine Sciences earnings transcript, along with specific details provided:
Question: "Could you share the volume of vanillin exports to the U.S. for March and April? Also, what about the recent ADD and CVD duties on Chinese producers?" Answer: "Unfortunately, I'm unable to share specific data due to its competitive nature. However, we've seen overall growth in volumes. The ADD is typically fixed for 5 years, aligning with standard practices."
Question: "What is the current vanillin price difference between Europe and the U.S.?" Answer: "The difference in vanillin prices is approximately 20% to 25%, with U.S. prices being higher. As of now, the U.S. prices are roughly in the range of $15."
Question: "What is the capacity utilization of the vanillin plant, and where do you see this in 2 years?" Answer: "Currently, we are at about 45% to 50% capacity utilization with a goal to reach 100% in the next 2 years as market conditions improve."
Question: "What is the outlook on the blends business' run rate in terms of EBITDA?" Answer: "We anticipate a growth rate of about 20% for the blends business over the next 2 to 3 years, with EBITDA margins expected to be in the high teens."
Question: "Are you facing any pricing pressure on products?" Answer: "Yes, we are experiencing pricing pressure across all products due to increased competition, except for vanillin."
Question: "What will the discontinued losses be in the next financial year?" Answer: "We project that discontinued losses will drop to around INR 8 crores in Q1 FY '26, as we continue to reduce operating costs associated with the abandoned plants."
Question: "What is your cost of production for vanillin?" Answer: "Currently, our production cost for vanillin stands between $9.50 to $10. We expect this to decrease as capacity utilization improves."
Question: "What is the estimated EBITDA margin range for different business segments?" Answer: "While we can't disclose specific figures for all segments, blends generally yield around a 20% margin, whereas other product lines fluctuate significantly."
Question: "What is the timeline for the Vinpai acquisition?" Answer: "We anticipate completing the regulatory procedures by the end of July, which would potentially enhance our growth avenues."
These questions reflect key areas of concern and focus for the company, particularly regarding product pricing, capacity utilization, and financial performance forecasts.
Share Holdings
Understand Camlin Fine Sciences ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
Holding Pattern
Share Holding Details
Shareholder Name | Holding % |
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Ashish Subhash Dandekar | 10.52% |
Infinity Direct Holdings | 10.41% |
Anfima Nv | 9.03% |
Infinity Holdings | 6.34% |
Infinity Direct Capital (erstwhile Infinity Direct Holdings Sidecar I ) | 4.93% |
Camart Finance Limited | 2.83% |
Nirmal Vinod Momaya | 1.92% |
Anagha Subhash Dandekar | 1.61% |
Vibha Agencies Pvt Ltd | 1.39% |
Ajay Upadhyaya | 1.3% |
Franklin India Multi Cap Fund | 1.21% |
Infinity Portfolio Holdings | 1.2% |
ICICI Prudential Commodities Fund | 1.04% |
Jagdish N Master | 1.02% |
Urjita J Master | 1.02% |
Cafco Consultants Limited | 0.8% |
Radha Pandit | 0.04% |
Anand Y Pandit | 0.01% |
MK Falcon Agro tech Pvt. Ltd. | 0% |
Overall Distribution
Distribution across major stakeholders
Ownership Distribution
Distribution across major institutional holders
Is Camlin Fine Sciences Better than it's peers?
Detailed comparison of Camlin Fine Sciences against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|---|
VINATIORGA | Vinati Organics | 18.12 kCr | 2.29 kCr | -10.10% | -19.50% | 44.72 | 7.9 | - | - |
JUBLINGREA | Jubilant Ingrevia | 11.64 kCr | 4.23 kCr | -7.30% | +19.80% | 41.62 | 2.75 | - | - |
GALAXYSURF | Galaxy Surfactants | 9.04 kCr | 4.25 kCr | -1.50% | -9.10% | 29.65 | 2.13 | - | - |
BALAMINES | Balaji Amines | 4.93 kCr | 1.43 kCr | -15.40% | -33.40% | 32.4 | 3.51 | - | - |
SEQUENT | Sequent Scientific | 4.48 kCr | 1.57 kCr | -5.00% | +33.60% | 205.88 | 2.86 | - | - |
Sector Comparison: CAMLINFINE vs Chemicals & Petrochemicals
Comprehensive comparison against sector averages
Comparative Metrics
CAMLINFINE metrics compared to Chemicals
Category | CAMLINFINE | Chemicals |
---|---|---|
PE | -32.56 | 51.70 |
PS | 2.96 | 4.57 |
Growth | 5.3 % | 7.9 % |
Performance Comparison
CAMLINFINE vs Chemicals (2021 - 2025)
- 1. CAMLINFINE is NOT among the Top 10 largest companies in Specialty Chemicals.
- 2. The company holds a market share of 1.2% in Specialty Chemicals.
- 3. In last one year, the company has had a below average growth that other Specialty Chemicals companies.