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Earnings call · Apr–Jun 2026

Gem Aromatics Limited

Transcript filed on BSE on 20 Aug 2026 · 5 people from the company · 5 analysts asked questions

TL;DR

Apr–Jun 2026 revenue grew to ₹83 crore (standalone) & ₹99 crore (consolidated) despite being a seasonally weak quarter, hampered by Madagascar flooding affecting clove supplies. Management focused on commercializing new products at Dahej facility with meaningful contributions expected from Oct–Dec 2026 onwards.

The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.

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From the company

  • Akhilesh GandhiStellar IR
  • Yash ParekhManaging Director and Chief Executive Officer
  • Aadit Shah
  • A
  • Sahil Goyal

Questions came from

Topics in this call

Outlook 20Orders & deals 14Margins 10Capex & capacity 8Costs 6Demand 5Prices 5Debt & cash 4

Opening remarks

Yash ParekhManaging Director and Chief Executive Officer

Good afternoon, everyone and a warm welcome to Gem Aromatics Earnings Conference Call for the first quarter of FY27. On behalf of the management team, I would like to thank all our investors, analysts, and stakeholders for joining us today and for your continued trust and support.

Gem Aromatics LimitedAugust 14, 2026Page 3 of 16Q1 FY27 witnessed Y-o-Y growth in revenue from operations, reflecting continued progress in the underlying business. At the same time, Q1 is seasonally a softer quarter and should be viewed in that context. During the quarter, our clove business was impacted by floods in Madagascar from where we source raw materials, which affected raw material availability and pricing as well as sales.

Read the whole call: 81 paragraphs, 5 analysts' questions with every answer, 6 marked passages.

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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.

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