Alkyl Amines Chemicals Limited has informed the Exchange about Transcript
ALKYLAMINE · price
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Alkyl Amines Chemicals reported flat performance for FY26 with revenue and profit essentially unchanged year-on-year. The company faced ammonia price doubling (from INR50 to over INR100/kg) due to geopolitical disruptions but managed to keep operations running after brief supply concerns in March. Management expressed cautious optimism about margins improving from current levels, citing temporary inventory benefits and ability to pass on higher raw material costs. The company guides 5-10% volume growth for FY27 while acknowledging market uncertainties from new methylamine capacity (Aarti entering), continued Chinese import pressure easing, and potential demand softness in agro due to monsoon concerns. Planned capex is INR80-90 crore for FY27 (completing Dahej project and maintenance).
The company appears to have navigated the worst of raw material disruptions and expects margin recovery going forward, though competitive pressures in methylamines and new capacity additions by competitors could limit upside. The stock could benefit if management successfully delivers on the guided volume growth and margin improvement.