Camlin Fine Sciences Ltd. - Macro Headwinds Persist; Subsidiaries Show Good Growth
EBITDA declined significantly by 35% QoQ and missed our estimate by 46.5%. EBITDA Margin declined to 6.2% (from 11.4%/9.2% in Q2FY23/Q1FY24).
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Top Sector Ideas - Chemical Q2FY24
Most companies missing our and street estimates: The chemical pack for H1FY24 posted weak results overall, with most companies missing our and...
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Q1 FY24 PREVIEW: CHEMICALS & MIDCAP (OUTLOOK)
Specialty Chemicals sector stands in puddle facing twin problems of falling demand due to reduction in discretionary spends affecting end-user...
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Camlin Fine Sciences Ltd. - Steady Operating Performance Albeit with Shocks
CFS Q4FY23 numbers were in line with our estimates on an adjusted basis (forex & exceptional cost at the China facility).
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Camlin Fine Sciences Ltd - Open Offer at Rs 160 Per Share: Maintain Buy
CFS is the one of the two largest Vanillin producers in the world catering largely to USmarket. Global demand for CFS products remains robust
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