ALFA Finder| Revenue growth | ₹472 Cr, +36% YoY, +2% QoQ; price-led. |
|---|---|
| Margins | EBITDA margin 22% vs 19% YoY, down from 26% QoQ. |
| Demand visibility | Volumes -6% YoY; order-driven; DMF prices ₹110-115 improving. |
| Management confidence | Balanced-to-optimistic; defensive on volumes and expansion delays. |
Growth
Revenue +36% YoY, largely price-led, with volumes down 6% YoY. EBITDA margin 22% vs 19% YoY but 26% in Q1 FY27.
Outlook
Management targets ₹3,500–4,000 Cr top line by FY28–FY29, without a stated YoY growth rate. ACN capacity is 1,440 t/month.
Risks
Volumes weak. EDA antidumping stalled at Finance Ministry. Brownfield and Unit-2 commissioning already slipped to FY27-end or later.
Earnings Call Transcript filed with BSE, NSE: BALAMINES. Summary written with AI assistance from 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.
More from Balaji Amines Ltd
All →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.