Investor Presentation Q1 FY27

August 11, 2026 To, To, BSE Limited, Listing Department, 25, P. J. Towers, National Stock Exchange of India Ltd., Dalal Street, Exchange Plaza, Bandra Kurla Complex, Mumbai – 400 001 Bandra (East), Mumbai- 400051 Ref: Company Scrip Code: 532834 Ref: Symbol: CAMLINFINE || Series: EQ Sub: Intimation pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) This is in continuation to our disclosure dated August 4, 2026 in relation to the conference call to discuss the Un-audited financial results of the Company for the quarter ended June 30, 2026, please find enclosed herewith the investor presentation made for the aforesaid call. It is clarified that the presentation and the information contained therein does not constitute or form part of an invitation or solicitation to offer to purchase or subscribe to any securities of the Company in any jurisdiction. This presentation has been prepared for information purposes only. The information contained in the presentation is not to be taken as any recommendation made by the Company or any other person to enter into any agreement with regard to any investment. We request you to take the above on record and the same be treated as compliance under the applicable Regulations of SEBI Listing Regulations. Encl.: a/a. Thanking You, For Camlin Fine Sciences Limited Rahul Sawale Company Secretary & VP ‐ Legal BLENDING STRENGTH. BUILDING THE HIVE. Camlin Fine Sciences Limited Investor Presentation – August 2026 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Camlin Fine Sciences Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. Q1FY27 Financial Highlights Q1FY27 Financial Highlights – Continuing Operations Revenue (Rs. In Mn) Operational EBITDA (Rs. In Mn) +28% 5,199 203 4,077 4,248 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 EBITDA Margin % PAT (Rs. In Mn) 4.98% 5.00% 3.40% -318 Q1 FY26 Q4 FY26 Q1 FY27 On Consolidated Basis *EBITDA is adjusted for FX loss 4 Highest Ever Quarterly Revenue Financial Performance Operating Environment Outlook — FY27 • Revenue at Rs 5,199 mn, up 27.5% YoY • Continued impact due to higher raw • Blends: Growth momentum to material prices continue across all geographies. Vitafor • Gross margin at 41.2% (48.5% in Q4 & Vinpai to stabilise FY26) on higher RM prices, limited • Higher logistics cost, longer delivery pass-through, and liquidity issues; times, elongated working capital cycle • Aroma: Improving growth trajectory of consequentially 159 bps negative Vanillin with steady realisations. Aim to impact on underlying EBITDA breakeven in coming quarters Segmental Highlights • Operating expenses remain under • Lingering conflict situation may control • Straights: revenue Rs 927 mn, up 41% hamper transit time, operating cycle, on YoY basis despite high competition and inflationary environment in the • EBITDA for the quarter stood at Rs 176 near term mn; margin 3.4% • Blends: revenue up 35% on YoY basis; Vinpai contributed Rs 247 mn for the • Exceptional item of Rs 111 mn — being quarter shortfall in settlement of insurance claim for fire at Brazil unit • Aroma: revenue grew by 37% on YoY basis with steady realisations and volumes of Vanillin On Consolidated Basis *EBITDA is adjusted for FX loss 5 Segmental Highlights – Q1FY27 Specialty Ingredients Aroma Performance Chemicals & Others STRAIGHTS BLENDS ₹774 ₹1,749 ₹927 ₹3,086 Revenue Revenue Revenue Revenue (4.37)% (2.54)% ₹4,013 6.35% Total Revenue EBITDA EBITDA EBITDA Key Highlights Key Highlights Key Highlights ▪ Attractive growth markets across geographies ▪ Tariff issues eased ▪ High costs impacting the vertical ▪ Extensive product range – Clean label ▪ Margins to improve with enhanced utilization ▪ Diphenol plant is under shutdown products ▪ New technologies & Functional Ingredients ▪ Methyl Vanillin Campaign in mid August ▪ Includes Intersegment transaction Key Focus To Improve Margins Working Capital Cycle New products in functional ingredients Operational Revenue Breakup Specialty Ingredients (Rs. In Mn) Specialty Ingredients (Rs. In Mn) Total Specialty Ingredients (Rs. In Mn) (Straights) (Value added blends) 300 263 255 +41% +35% +37% 927 3,086 4,013 2,728 3,390 656 662 2,280 2,936 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Performance Chemicals & Others (Rs. In Mn) Aroma Ingredients (Rs. In Mn) -77 37 -44 -20 -88 -34 +16% +37% 1,749 774 1,512 1,378 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 937 984 1,337 On Consolidated Basis Performance Chemicals revenue includes intersegment revenue Adjusted EBITDA 7 Consolidated Profit & Loss Statement From Continuing Operations Particulars (Rs. In Mn) Q1 FY27 Q1 FY26 Q4 FY26 FY26 Revenue from Operation 5,198.8 4,077.2 4,248.1 17,233.1 Raw material consumption 3,056.8 2,256.9 2,187.9 9,224.5 Employee Cost 734.3 567.4 659.3 2,439.0 Other expenses 1,314.9 1,050.0 1,189.1 4,500.8 EBITDA 92.7 202.9 211.9 1,068.8 EBITDA Margins (%) 1.8% 5.0% 5.0% 6.2% Adjusted EBITDA* 176.4 202.9 211.9 1,068.8 Adjusted EBITDA Margins (%) 3.4% 5.0% 5.0% 6.2% Other Income 13.4 66.3 239.1 287.9 Depreciation 191.6 161.3 208.1 709.2 Finance cost 140.1 148.6 229.8 729.4 Exceptional Item 111.1 - 79.5 254.6 Share of profit / (loss) of associate 14.0 8.9 13.8 16.6 PBT (322.6) (31.8) (52.6) (319.9) Tax (4.6) (0.3) (62.4) (4.6) PAT (318.0) (31.5) 9.7 (315.3) From Discontinued Operations# PBT from discontinued operation (18.3) (75.3) 854.7 552.4 Tax expense of discontinued operations - - 1.7 1.7 PAT including Discontinued Operations (18.3) (75.3) 853.0 550.7 *EBITDA is adjusted for FX loss # Pertains to CFS Europe and CFSWL discontinued operations 8 Company Overview Company Overview Catering Diverse Industries Among Global Leaders Food & Beverage Animal Nutrition Pet Food In the Manufacturing of Antioxidants Pharmaceuticals & Pharma Preferred Partner High Quality & Wi [Showing first 8,000 characters — download PDF for full document]