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Earnings Call

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%.

Why this was an Alfa AlertNot a filter event. Performance and guidance are steady but do not meet the 10% material beat threshold over prior guidance.
Highlights
Revenue growth12% YoY growth in Q4FY26; FY26 revenue at ₹1,454cr.
MarginsEBITDA margin at 25% for Q4; guided 22-23% sustainable margins.
Demand visibilityStable demand in pharma and agrochemical end-user segments.
Management confidenceHigh; targeting significant revenue scaling by 2028.

Growth

Q4FY26 Revenue up 12% YoY; FY26 Revenue ₹1,454cr; EBITDA margin improved to 20% for full year.

Outlook

Guided 25-30% volume growth by FY27-end; targeting ₹3,000cr revenue by 2028; ₹275-290cr consolidated capex for FY27.

Risks

Geopolitical volatility affecting raw material prices (Methanol, Ammonia); pending road transport approvals for DME plant.

Source

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

Read the document ↗

Balaji Amines Ltd: key numbers

Share price
₹2,189.60
Market cap
₹7,095 Cr
Revenue (annual)
₹1,425 Cr
Net profit (annual)
₹167.2 Cr
P/E (TTM)
34.9×Sector 37.5×
Promoter holding
54.56%-0.03% QoQ
FII holding
3.17%Current quarter

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

More from Balaji Amines Ltd

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15:28 IST BSE
Production Started

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
18:33 IST BSE
Credit Rating

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India Ratings has withdrawn the credit ratings for Balaji Amines' bank loan facilities following the submission of No Due Certificates from the company's banks.

13:51 IST BSE
Credit Rating

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Balaji Amines has withdrawn its credit rating for bank loan facilities as it currently has no outstanding bank debt.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
18:08 IST BSE
Financial Results

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
19:07 IST BSE
Financial Results

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