Oriental Aromatics Limited has released the audio recording of its institutional investors and analysts call, which was held on July 31, 2026. The discussion centered on the company’s unaudited financial results for the quarter ended June 30, 2026. This disclosure ensures transparency and allows stakeholders to review management’s commentary on the recent performance period.

The company submitted this information to the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE) pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing serves as a compliance measure to keep listed entities’ investors informed about significant corporate communications.

Dharmil A. Bodani, Chairman & Managing Director of Oriental Aromatics, signed the communication. The audio file is hosted on the company’s official website under the corporate announcements section. Investors and analysts can access the recording via the direct link provided in the exchange filing.

Key Details

The release of the earnings call recording is a standard procedural step following the announcement of quarterly results. It provides market participants with deeper insights into operational metrics, strategic initiatives, and future outlooks that may not be fully captured in the numerical filings alone.

Investors are advised to review the audio content for any forward-looking statements or material updates regarding the company’s business operations. The availability of such recordings supports informed decision-making by providing direct access to management’s perspective on financial performance.

Oriental Aromatics reported a 42% year-on-year increase in standalone net profit to ₹815.32 lakh for the quarter ended June 30, 2026, driven by a 14.3% rise in standalone revenue to ₹2,576.68 lakh. The company’s consolidated net profit surged 400% to ₹331.07 lakh from ₹50.39 lakh in Q1FY26, reflecting improved operational efficiency and higher sales realisations despite elevated raw material costs. This strong start to FY27 signals a recovery in profitability after a challenging FY26, where consolidated net profit had contracted significantly.

The Board of Directors approved the unaudited financial results on July 30, 2026, pursuant to Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Lodha & Co. LLP, the statutory auditors, issued a limited review report with an unmodified conclusion on both standalone and consolidated results. The earnings presentation was also disclosed under Regulation 30 of the Listing Regulations and uploaded to the company website on July 31, 2026.

Financial Performance

Consolidated revenue from operations grew to ₹2,598 million (₹2,598 Mn) from ₹2,255 million in Q1FY26, representing a 15.2% year-on-year increase. Standalone revenue increased to ₹2,567 million from ₹2,254.33 million. Consolidated EBITDA reached ₹198 million, up 9.4% year-on-year, while the EBITDA margin expanded sequentially by 71 basis points to 7.62%, though it remained 41 basis points below the prior year level due to input cost inflation.

On a consolidated basis, profit before tax more than doubled to ₹53 million from ₹26 million. Basic and diluted earnings per share stood at ₹0.75 for the quarter, compared to ₹0.15 in the corresponding period last year. The PAT margin expanded by 74 basis points to 0.96%.

Operational Highlights

Sales volumes increased by 22% year-on-year, supported by sustained demand across aroma chemicals, camphor, fragrances, and flavours. Production volumes grew by 18% year-on-year due to healthy capacity utilisation at plants in Bareilly, Vadodara, Mahad, and Ambarnath. However, sales volumes were 4% lower sequentially compared to Q4FY26, reflecting normal seasonal movements and changes in product mix.

What the Numbers Show

The divergence between volume growth and margin expansion highlights the impact of input cost inflation. While sales volumes surged 22%, EBITDA margins contracted 41 basis points year-on-year due to elevated raw material costs. However, the sequential margin expansion suggests that operational efficiency initiatives are beginning to offset cost pressures. The significant improvement in standalone profitability indicates stronger bottom-line resilience despite headwinds. Additionally, the Net Debt-to-Equity Ratio improved to 0.56x as of June 30, 2026, reflecting disciplined capital allocation and prudent financial management.