CAMLIN FINE SCIENCES LTD.

Camlin Fine Sciences Ltd announced the Un-audited Financial Results (Consolidated and Standalone) for the quarter ended June 30, 2026. The Board of Directors approved these results, which were recommended by the Audit Committee. The results, along with the Limited Review Reports from the Statutory Auditors, will be published in newspapers and uploaded on the company's website. The board meeting commenced at 02:00 p.m. (IST) and concluded at 03:35 p.m. (IST).

Camlin Fine Sciences' consolidated (primary) Q1 FY27 loss widened to ₹33.62 Cr from ₹10.68 Cr a year ago — reported PAT down roughly 215% YoY; adjusted for this quarter's ₹11.11 Cr exceptional charge, the underlying loss was still up ~111% YoY to ₹22.51 Cr. Standalone lost a smaller ₹12.31 Cr, more than 2x divergence from consolidated — the gap is mostly subsidiaries' operating losses, the exceptional charge (booked only at the consolidated level) and a ₹1.83 Cr discontinued-operations loss that doesn't touch the standalone P&L. Consolidated revenue from operations was ₹519.88 Cr, up 22.7% YoY (against our tracked year-ago base of ₹423.55 Cr) and 22.4% QoQ against this filing's own recast Q4 FY26 column of ₹424.81 Cr. No management press release accompanied this filing, and there is no formal quarterly Street consensus available for Camlin Fine, so vs-Street reads unknown — Trendlyne's two-analyst FY27 consensus pegs full-year revenue near ₹2,361 Cr and EPS at ₹7.65, both now resting on a much bigger back-half recovery after this loss-making Q1. The loss was a margin story, not a revenue miss. Consolidated operating EBITDA (segment results before exceptional items) fell to ₹17.64 Cr — a 3.39% margin — from ₹21.19 Cr (4.99%) in Q4 FY26 and ₹20.29 Cr (4.98%) in Q1 FY26, even as revenue grew double digits both sequentially and YoY, meaning input and employee costs outpaced the topline. The ₹11.11 Cr exceptional charge splits into a ₹10.88 Cr shortfall on the insurance claim settlement for the February 2026 fire at CFS Do Brasil's blending unit (Note 7) plus ₹0.23 Cr unallocated — a real cash item, not a paper adjustment. By segment: Specialty Ingredients (the largest) grew revenue 36.7% YoY to ₹401.32 Cr but its segment result fell 15.1% YoY to ₹25.47 Cr; Aroma revenue rose 36.6% YoY to ₹77.41 Cr — consistent with management's guided vanillin volume/realisation pickup — yet stayed loss-making at -₹3.38 Cr, though narrower than Q4's -₹8.80 Cr; Performance Chemicals & Others swung from a ₹3.65 Cr profit in Q4 to a -₹4.44 Cr loss, still better than the -₹7.65 Cr loss a year ago. Against the FY27 guidance from the May 2026 call — revenue of ₹2,200-2,400 Cr and EBITDA margins of 12-14% — this quarter's 3.39% margin is a sharp miss, and the ₹519.88 Cr Q1 run-rate needs to keep accelerating to reach the guided revenue band; the ₹1,400 Cr FY27 Blends target (within Specialty Ingredients) can't be verified from this filing's segment cuts. Two corporate developments this quarter: the Company completed its open offer for Vinpai S.A. minority shareholders on July 6, 2026, lifting its stake to 95.41% from 83.82% for ₹19.46 Cr; and the Board held the 33rd AGM and filed the FY26 BRSR report alongside these results. Management separately noted a second fire (Dahej Diphenol unit, May 23, 2026) is expected to be fully insurance-covered with no residual loss (Note 9) — worth checking given the ₹10.88 Cr shortfall just booked on the earlier Brazil claim. This sets up a Q2 FY27 where the key questions are whether Aroma's revenue growth converts to segment profit and whether the EBITDA margin starts closing the gap to the 12-14% guided range.

Camlin Fine Sciences Ltd has announced that its Board of Directors will convene on August 11, 2026. The primary agenda item for this meeting is to consider and approve the Un-audited Standalone and Consolidated Financial Results for the first quarter ended June 30, 2026. In line with SEBI regulations, the company also informed about the closure of the trading window for its equity shares, effective from July 1, 2026, until 48 hours after the public announcement of the financial results.

Camlin Fine Sciences Ltd announced that promoter Ashish Subhash Dandekar has released a pledge on 1,49,50,000 equity shares, representing 7.78% of the total share capital. This release follows the repayment of borrowings by the Target Company. The promoter's total holding in the company is 10.30% (1,97,78,510 shares), with 4,000 shares (0.00%) still encumbered. The disclosure was made on July 28, 2026, in compliance with SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011.

Camlin Fine Sciences Ltd is notifying its shareholders about the upcoming 33rd Annual General Meeting (AGM) scheduled for August 11, 2026, at 10:00 AM IST. The meeting will be conducted via Video Conferencing (VC) or Other Audio Visual Means (OAVM). For members who have not registered their email addresses, a physical letter containing a web-link to the Annual Report for FY 2025-26 is being dispatched. The company also reminds shareholders holding physical securities to update their KYC details as per SEBI regulations, including PAN, address, mobile number, bank details, and nomination choice, to ensure eligibility for payments like dividends. The Annual Report is also available on the company's website.

Camlin Fine Sciences Ltd has announced its 33rd Annual General Meeting (AGM) scheduled for Tuesday, August 11, 2026, at 10:00 a.m. IST. The meeting will be conducted via Video Conferencing/Other Audio Visual Means (VC/OAVM). The company has also submitted its Annual Report for the Financial Year 2025-26, along with the Notice of the AGM and other statutory reports, in compliance with SEBI Listing Regulations. The Annual Report is available on the company's website. Key dates include a cut-off date of August 5, 2026, for voting eligibility, with remote e-voting commencing on August 8, 2026, and concluding on August 10, 2026. The filing also lists the Board of Directors and Key Managerial Personnel.

Camlin Fine Sciences Ltd has announced its 33rd Annual General Meeting (AGM) scheduled for Tuesday, August 11, 2026, at 10:00 a.m. IST. The meeting will be conducted via Video Conferencing/Other Audio Visual Means (VC/OAVM). Key agenda items include the adoption of the audited financial statements for FY 2025-26, both standalone and consolidated, along with the reports of the Board of Directors and Auditors. Additionally, the AGM will address the re-appointment of Non-Executive Non-Independent Directors Mr. Harsha Raghavan and Mr. Jens Van Nieuwenborgh, who are retiring by rotation. The remuneration of the Cost Auditor for the financial year ending March 31, 2027, will also be ratified as a special business item. The notice of the AGM is available on the company's website.

Camlin Fine Sciences Ltd has submitted its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, as required by SEBI regulations. The report, which forms part of the Annual Report, details the company's corporate identity, business activities, operations, and employee data. The company's primary business involves manufacturing specialty ingredients, performance chemicals, and aroma ingredients, contributing 100% to its turnover. Exports constitute a significant 68.81% of the total turnover. The report also outlines the company's workforce demographics and its commitment to sustainability reporting.

Camlin Fine Sciences Limited (CFSL) announced the successful completion of its simplified cash tender offer (OPAS) for the remaining shares of Vinpai (ISIN: FR001400AXT1; mnémonique: ALVIN). The offer period closed on July 6, 2026. Following the OPAS, CFSL now holds 95.41% of Vinpai's share capital and 91.46% of its theoretical voting rights. CFSL has confirmed it will not implement a squeeze-out procedure for the remaining Vinpai shares. This move simplifies CFSL's ownership structure in Vinpai.

Camlin Fine Sciences Ltd has announced the resignation of Mr. Anvarhusen Bilakhiya, Vice President - Principal Scientist (R&D), who was designated as Senior Management Personnel. The resignation is effective from July 7, 2026, due to personal commitments. Mr. Bilakhiya has been relieved of his duties. The company has complied with SEBI Listing Regulations by providing the necessary disclosures and the resignation letter.