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Earnings Call

Alkyl Amines Chemicals Earnings Call: Key Takeaways

Alkyl Amines reported flat Q4FY26 results (top and bottom line within +/- 1%). Management maintains cautious optimism despite ammonia supply disruptions and increased domestic competition.

Highlights
Revenue growthFlat YoY (approx 2% drop in combined volume/value)
MarginsTemporary margin improvement due to low-cost inventory; settling to competitive levels
Demand visibilityPharma demand stable; concerns regarding agro/monsoon impact
Management confidenceCautious optimism; believe the bottom has been seen

Growth

FY26 volume and value both dropped approx 1% year-on-year, effectively flat performance.

Outlook

Projected 5-10% volume growth for FY27; capex of INR 80-90cr planned for new Dahej plant and maintenance.

Risks

Raw material price volatility (Ammonia doubled to INR 100/kg), ongoing war impacts, and overcapacity in methylamines.

Source

Earnings Call filed with BSE, NSE: ALKYLAMINE. Summary written with AI assistance from the document.

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Alkyl Amines Chemicals Ltd: key numbers

Share price
₹1,847.70
Market cap
₹9,451 Cr
Revenue (annual)
₹1,536 Cr
Net profit (annual)
₹180.0 Cr
P/E (TTM)
42.0×Sector 37.5×
Promoter holding
72.04%-0.01% QoQ
FII holding
3.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Financial Results

Alkyl Amines Chemicals Q1 FY27 Results: Net Profit ₹94.6 Cr, Up 91.5% YoY

Alkyl Amines Chemicals Ltd reported revenue from operations of ₹528 Cr (+30.2% YoY) and net profit of ₹94.6 Cr (+91.5% YoY) for Q1 FY27.

Key figure
Net profit ₹94.6 Cr · +91.5% YoY