Balaji Amines Ltd

Balaji Amines Earnings Call Transcript: Key Takeaways

Q2 FY27 revenue rose 36% YoY to ₹472 Cr and PAT rose 82%, but volumes fell 6% YoY and EBITDA dropped QoQ from ₹121 Cr to ₹106 Cr.

Balaji Amines Investor Presentation: Key Takeaways

Q2 FY27 consolidated revenue ₹472 Cr (+36% YoY), EBITDA ₹106 Cr (22% margin), PAT ₹67 Cr (+82%). H1 consolidated PAT ₹146 Cr. Standalone debt-free; DME, ACN commercialised; NMM and BSCL expansions ongoing.

Balaji Amines Legal & Regulatory

Balaji Amines received summons from Ahmedabad City Civil Court over alleged Drugs and Cosmetics Act violations. The company states no material financial or operational impact.

Balaji Amines Results Update

Balaji Amines reported Q2 FY27 consolidated revenue of ₹472 Cr and net profit of ₹67 Cr. Its expanded ACN facility reached 1,440 TPM capacity with commercial production commenced.

Acetonitrile (ACN) manufacturing capacity

1440 TPM

Balaji Amines Q2 FY27 Results: Net Profit ₹67.5 Cr, Up 81.9% YoY

Balaji Amines Ltd reported revenue from operations of ₹467.6 Cr (+37.3% YoY) and net profit of ₹67.5 Cr (+81.9% YoY) for Q2 FY27.

Key figure

Net profit ₹67.5 Cr · +81.9% YoY

Balaji Amines Board Meeting Date

Balaji Amines scheduled a board meeting on 2 November 2026 for September 2026 quarter and half-year results. Trading window reopens 48 hours after results.

Balaji Amines Other Announcement

The company filed its quarterly shareholding pattern under Regulation 31(1)(b) of the SEBI LODR Regulations for the period ended September 30, 2026.

Balaji Amines Other Announcement

Balaji Amines has filed the Regulation 74(5) certificate for the quarter ended September 30, 2026, as received from its registrar, Venture Capital and Corporate Investments.

Balaji Amines Legal & Regulatory

Balaji Amines Ltd's license (3111001781) was placed on the Denied Entity List by the DGFT due to export obligation violations. The company reports no material financial impact.

Balaji Amines Management Change

Mr. Rajendrakumar Mohanprasad Tapadiya completed his second term as an Independent Director on the board of Balaji Speciality Chemicals Limited, a material subsidiary of Balaji Amines.

Balaji Amines Production Started

Balaji Amines has commenced commercial production at its enhanced Acetonitrile (ACN) plant in Solapur. Total installed capacity reached 1,440 TPM following the successful expansion and modernisation programme.

Acetonitrile (ACN) production capacity

1440.0 TPM

Balaji Amines Credit Rating

India Ratings has withdrawn the credit ratings for Balaji Amines' bank loan facilities following the submission of No Due Certificates from the company's banks.

Balaji Amines Credit Rating

Balaji Amines has withdrawn its credit rating for bank loan facilities as it currently has no outstanding bank debt. All bankers have issued No Dues Certificates.

Value

₹195.0 Cr

Balaji Amines Investor Presentation: Key Takeaways

Balaji Amines reported strong Q1FY27 consolidated revenue of ₹461 Cr and EBITDA of ₹121 Cr. Strategy shifts from amines manufacturing to a high-margin speciality chemicals platform through major import substitution projects.

Call

Guides 15% growth

Balaji Amines Results Update

Balaji Amines reported Q1 FY27 consolidated revenue of ₹461 Crore and net profit of ₹78 Crore. The company successfully commissioned a new 100,000 TPA DME plant.

Balaji Amines Q1 FY27 Results: Net Profit ₹78.1 Cr, Up 114.0% YoY

Balaji Amines Ltd reported revenue from operations of ₹455.9 Cr (+27.2% YoY) and net profit of ₹78.1 Cr (+114.0% YoY) for Q1 FY27.

Key figure

Net profit ₹78.1 Cr · +114.0% YoY

Balaji Amines Other Announcement

Balaji Amines Ltd has filed its quarterly shareholding pattern for the period ended June 30, 2026, as per regulatory requirements.

Balaji Amines Board Meeting Date

Balaji Amines scheduled a board meeting on July 27, 2026. The board will consider unaudited financial results for the quarter ended June 30, 2026.

Balaji Amines Annual General Meeting

Balaji Amines held its 38th AGM on July 10, 2026. Shareholders considered financial results and a Rs. 11 per equity share dividend declaration.

Balaji Amines Dividend

Balaji Amines fixed July 3, 2026 as record date for ₹11 final dividend. Payment follows AGM approval on July 10, 2026.

Balaji Amines Other Announcement

Balaji Amines Ltd filed its Business Responsibility and Sustainability Report for FY 2025-26. The report details ESG initiatives, governance, and stakeholder engagement.

Balaji Amines Annual General Meeting

Balaji Amines Ltd scheduled its 38th Annual General Meeting for 10 July 2026 via video conference. The notice informs shareholders of the upcoming AGM.

Balaji Amines Price Movement Clarification

Balaji Amines clarified that recent volume surges are purely market-driven with no undisclosed material information. The company maintains full compliance with SEBI transparency regulations.

Balaji Amines Earnings Call: Key Takeaways

Balaji Amines reported Q4FY26 consolidated revenue of ₹403cr (up 12% YoY) and PAT of ₹65cr. Growth is driven by specialty chemicals expansion and improved EBITDA margins of 25%.

Balaji Amines Production Started

Balaji Amines successfully commenced commercial production at its 1,00,000 TPA Dimethyl Ether plant. This marks India's first commercial-scale DME manufacturing facility for LPG blending.

Balaji Amines Other Announcement

Balaji Amines Limited submitted its Annual Secretarial Compliance Report for the financial year 2026. The auditor noted one historical reporting delay which the company has since addressed.

Balaji Amines Results Update

Balaji Amines reported consolidated Q4FY26 revenue of ₹403 Crore and Net Profit of ₹65 Crore. The company also announced expansion projects worth ₹750 Crore in its subsidiary.

Value

₹403.0 Cr

Balaji Amines Q4 FY26 Results: Net Profit ₹64.8 Cr, Up 60.4% YoY

Balaji Amines Ltd reported revenue from operations of ₹394.8 Cr (+11.9% YoY) and net profit of ₹64.8 Cr (+60.4% YoY) for Q4 FY26.

Key figure

Net profit ₹64.8 Cr · +60.4% YoY

Balaji Amines Financial Results

Balaji Amines reported its FY2026 financial results and recommended a final dividend of Rs. 11 per share. The board approved results for both standalone and consolidated entities.

Value

₹11.00 Cr

Balaji Amines Board Meeting Date

Balaji Amines Limited has scheduled a board meeting on May 13, 2026. The board will consider and approve audited standalone and consolidated financial results for the year ended March 31, 2026, and recommend a final dividend. The trading window remains closed until May 15, 2026.