External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>Accelerating Growth in the Blends Segment: The Blends division reported a healthy performance across major markets, led by strong traction in the CFS Vitafor portfolio.</li><li>Segment revenue increased 6% YoY to Rs 239 Cr (vs Rs 226 Cr in Q2FY25).</li><li>Management remains optimistic about the division’s growth prospects, projecting a ~20% CAGR over the next 2–3 years, supported by network expansion, deeper geographic reach, improved order visibility, and potential inorganic opportunities.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Accelerating Growth in the Blends Segment: The Blends division reported a healthy performance across major markets, led by strong traction in the CFS Vitafor portfolio.Segment revenue increased 6% YoY to Rs 239 Cr (vs Rs 226 Cr in Q2FY25).Management remains optimistic about the division’s growth prospects, projecting a ~20% CAGR over the next 2–3 years, supported by network expansion, deeper geographic reach, improved order visibility, and potential inorganic opportunities.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Camlin Fine Sciences Ltd. - Margin Recovery Still Distant

<ul><li>Sustained Growth in Blends Segment: The Blends division remained the primary growth driver during Q1FY26, reinforcing its market leadership.</li><li>Revenue from the segment increased by 8% YoY to Rs 233 Cr, compared to Rs 215 Cr in Q1FY25.</li><li>Management expects this momentum to continue, projecting a CAGR of ~20% over the next 2–3 years.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sustained Growth in Blends Segment: The Blends division remained the primary growth driver during Q1FY26, reinforcing its market leadership.Revenue from the segment increased by 8% YoY to Rs 233 Cr, compared to Rs 215 Cr in Q1FY25.Management expects this momentum to continue, projecting a CAGR of ~20% over the next 2–3 years.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Camlin Fine Sciences Ltd. - Robust Performance...

<ul><li>Strong Momentum in Blends and Aroma Segment: During the quarter, the Blends and Aroma business continued to be the key growth drivers, with the Blends segment maintaining its market leadership.</li><li>Revenue from Blends rose to Rs 878 Cr in FY25, marking an 18% YoY increase from Rs 747 Cr.</li><li>Management anticipates sustained momentum in this segment, projecting a CAGR of ~20% over the next 2–3 years.  to further boost volumes and realisations from these regions over the next 3–4 quarters.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Momentum in Blends and Aroma Segment: During the quarter, the Blends and Aroma business continued to be the key growth drivers, with the Blends segment maintaining its market leadership.Revenue from Blends rose to Rs 878 Cr in FY25, marking an 18% YoY increase from Rs 747 Cr.Management anticipates sustained momentum in this segment, projecting a CAGR of ~20% over the next 2–3 years.  to further boost volumes and realisations from these regions over the next 3–4 quarters.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Camlin Fine Sciences Ltd. - Resilient Performance Amidst Turbulent Conditions

<ul><li>Strong Momentum in Blends Businesses: The blends business has demonstrated strong growth momentum over the past few quarters, and the management expects it to sustain an annual growth rate of 15%-20% going forward.</li><li>Rising Vanillin Prices and Capacity Ramp-up: The U.S. has imposed a provisional Anti-Dumping Duty on Vanillin imports from China, leading to a rise in Vanillin prices over the past few months, with further increases expected.</li><li>CFS also plans to ramp up capacity utilisation gradually. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Momentum in Blends Businesses: The blends business has demonstrated strong growth momentum over the past few quarters, and the management expects it to sustain an annual growth rate of 15%-20% going forward.Rising Vanillin Prices and Capacity Ramp-up: The U.S. has imposed a provisional Anti-Dumping Duty on Vanillin imports from China, leading to a rise in Vanillin prices over the past few months, with further increases expected.CFS also plans to ramp up capacity utilisation gradually. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Camlin Fine Sciences Ltd. - Resilient Performance Amidst Challenging Conditions

<ul><li>Decisive Steps on Italy and China Facilities: For the past few quarters, CFS has been incurring significant costs in its Italian (Diphenol) and Chinese facilities without any corresponding revenues.</li><li>The company has now concluded that repurposing these facilities is not economically feasible and has entirely impaired these assets.</li><li>While this has impacted the profit during the quarter (exceptional expenses of Rs 151 Cr), it provides much-needed clarity on the future plans. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Decisive Steps on Italy and China Facilities: For the past few quarters, CFS has been incurring significant costs in its Italian (Diphenol) and Chinese facilities without any corresponding revenues.The company has now concluded that repurposing these facilities is not economically feasible and has entirely impaired these assets.While this has impacted the profit during the quarter (exceptional expenses of Rs 151 Cr), it provides much-needed clarity on the future plans. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Camlin Fine Sciences Ltd - Looking for the Right Blend; Maintain HOLD

India

Camlin Fine Sciences Limited is an international chemicals manufacturing company.  The Company specializes in bulk drugs, fine chemicals, and food grade products.

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Camlin Fine Sciences (CFIN IN)

Camlin Fine Sciences Ltd. - Margin Recovery Still Distant

Accelerating Growth in the Blends Segment: The Blends division reported a healthy performance across major markets, led by strong traction in the...

Axis Direct

Camlin Fine Sciences Ltd. - Robust Performance...

Sustained Growth in Blends Segment: The Blends division remained the primary growth driver during Q1FY26, reinforcing its market leadership.

Axis Direct

Camlin Fine Sciences Ltd. - Resilient Performance Amidst Turbulent Conditions

During the quarter, the Blends and Aroma business continued to be the key growth drivers, with the Blends segment maintaining its market leadership.

Axis Direct

Camlin Fine Sciences Ltd. - Resilient Performance Amidst Challenging Conditions

The blends business has demonstrated strong growth momentum over the past few quarters, and the management expects it to sustain an annual growth...

Axis Direct

Camlin Fine Sciences Ltd - Looking for the Right Blend; Maintain HOLD

For the past few quarters, CFS has been incurring significant costs in its Italian (Diphenol) and Chinese facilities without any corresponding...

Axis Direct

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