Would perhaps be easier to just search my folio thread for my comments on Kanchi.
https://forum.valuepickr.com/t/the-anti-portfolio/28464
Have been bit too quick to reduce and then exit this. I try to maintain less no. of stocks. You have listed all the basic points very well! This can hold some promise still IMO, simply coz of capacity on hand and decent, mostly honest management. Now, camphor prices are actively tracked thanks to Rajeev Jawahar, on this forum. The unknown can be margins, though Oriental Aromatics guidance is good to follow.
Disc: not invested