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Investor Presentation

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.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth25.73% YoY consolidated revenue growth.
MarginsEBITDA margins rose to 26% from 17% YoY.
Order bookManagement mentions a healthy order pipeline.
Demand visibilityImproving demand across key end-user industries.
Management confidenceHigh; citing healthy order pipeline and disciplined execution.

Growth

Consolidated Revenue grew 25.7% YoY; PAT surged 110% YoY to ₹78 Cr. EBITDA margins expanded to 26%.

Outlook

Guided 10-15% volume growth for FY27 and 20-30% medium-term. EBITDA margin target 22-23% for FY27. ₹1000 Cr+ capex cycle nearing completion.

Risks

Global macroeconomic headwinds and West Asia crisis mentioned as ongoing external challenges.

Last quarter's promises, checked

Delivered

  • Guided 10-15% volume growth → delivered 25.7% revenue growth (= BEAT)
  • Guided EBITDA margin 22-23% → delivered 26% (= BEAT)
  • Commission DME plant in Q1FY27 → delivered commissioning of 100,000 TPA plant (= BEAT)

Partly delivered

  • Guided standalone debt-free → delivered standalone debt-free but consolidated debt remains (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: BALAMINES. Summary written with AI assistance from the document.

Read the document ↗

Balaji Amines Ltd: key numbers

Share price
₹1,838.00
Market cap
₹5,955 Cr
Revenue (annual)
₹1,425 Cr
Net profit (annual)
₹167.2 Cr
P/E (TTM)
25.2×Sector 35.5×
Promoter holding
54.56%+0.00% QoQ
FII holding
3.25%Current quarter

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

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