Oriental Aromatics Limited has reported challenging financial results for the third quarter and nine months ended December 31, 2025, posting net losses despite revenue growth. The specialty aroma chemicals and fragrance manufacturer faced margin pressures amid lower demand in key business segments.

Q3FY26 Financial Performance

The company's third quarter performance showed mixed results with revenue growth offset by profitability challenges. Oriental Aromatics reported a net loss of INR 19 Mn in Q3FY26 compared to a profit of INR 71 Mn in the corresponding quarter of the previous year.

The quarter witnessed significant margin compression with EBITDA margins declining to 5.25% from 10.15% in Q3FY25. Finance costs increased substantially by 45.3% to INR 93 Mn, contributing to the overall profitability pressure.

Nine-Month FY26 Results

For the nine-month period ended December 31, 2025, Oriental Aromatics posted a marginal net loss of INR 7 Mn against a profit of INR 329 Mn in the corresponding period of FY25. Revenue from operations grew 10.9% to INR 7,484 Mn from INR 6,751 Mn in 9M-FY25.

Operational Highlights

Despite financial challenges, the company demonstrated operational resilience in key metrics. Sales volumes grew 10% year-on-year in Q3FY26, while production increased 3% compared to the same quarter last year. For the nine-month period, both production and sales volumes recorded 10% growth over 9M-FY25.

The company experienced lower demand in specialty aroma ingredients and flavour & fragrance divisions during Q3FY26. Camphor volumes witnessed sequential decline due to seasonal trends, consistent with historical patterns. Total production in Q3FY26 moderated sequentially by 17% compared to Q2FY26.

Financial Position and Outlook

Raw material prices remained largely stable during the quarter with only marginal increases in select inputs. As of December 31, 2025, the company maintained a net debt-to-equity ratio of 0.65x, reflecting a comfortable leverage position and healthy balance sheet.

Oriental Aromatics operates as one of India's largest manufacturers of aroma chemicals, camphor, fragrances and flavours, with manufacturing facilities across Bareilly, Vadodara, Mahad, and Ambernath. The company serves both domestic and international markets, with geographical sales split of 55% domestic and 45% international in FY25. With a market capitalization of approximately INR 9,692 Mn as of December 31, 2025, the company continues to focus on its integrated manufacturing capabilities and long-standing customer relationships to navigate current market challenges.

Oriental Aromatics Limited has formally announced a conference call to discuss its financial performance for the quarter ended December 31, 2025. The call is scheduled for Friday, February 13, 2026, providing investors and analysts with detailed insights into the company's Q3FY26 results.

Conference Call Details

The earnings call will commence at 1:00 PM IST and will be conducted as a group meeting format. Oriental Aromatics has organized this investor interaction in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Management Participation

The conference call will feature comprehensive representation from Oriental Aromatics' senior management team. Key executives participating in the earnings discussion include:

• Mr. Dharmil A. Bodani – Chairman and Managing Director
• Mr. Shyamlal A. Bodani – Executive Director
• Mr. Parag K. Satoskar – Chief Executive Officer
• Mr. Girish Khandelwal – Chief Financial Officer
• Mrs. Kiranpreet Gill – Company Secretary and Compliance Officer

Access Information

Institutional investors and analysts can participate in the conference call through multiple dial-in options. The company has provided both domestic and international access numbers to accommodate global participants.

Domestic Access

• Universal Dial-in Numbers: +91 22 6280 1341 / +91 22 7115 8242

International Access Numbers

• USA Toll Free: 1866 746 2133
• UK Toll Free: 0808 1011 573
• Singapore Toll Free: 800 101 2045
• Hong Kong Toll Free: 800 964 448

The call will be accessible from all carriers, and participants can also join through the Diamond Pass Link provided by the company. Additionally, Oriental Aromatics has made available an investor kit link for comprehensive financial information ahead of the earnings discussion.

Regulatory Compliance

The announcement was made through official communication to both BSE Limited and National Stock Exchange of India Limited on February 6, 2026. The notification was signed by Chairman and Managing Director Dharmil A. Bodani, ensuring proper regulatory disclosure under SEBI guidelines for listed companies.