Balaji Amines Limited has informed the Exchange about Investor Presentation
BALAMINES · price
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Balaji Amines reported Q1FY26 consolidated revenue of ₹367 Cr, up 2% QoQ but down 7% YoY, with EBITDA of ₹64 Cr (down 6% QoQ, 14% YoY) and PAT of ₹37 Cr (down 10% QoQ, 20% YoY). EBITDA margin contracted to 17% from 19% YoY, and PAT margin slipped to 10% from 11%, reflecting continued margin pressure. Standalone performance was steadier with flat revenue of ₹327 Cr, EBITDA of ₹64 Cr at 20% margins. Total volumes grew to 27,570 MT from 25,871 MT in Q4FY25. The company highlighted its ₹750 Cr capex plan at subsidiary Balaji Speciality Chemicals, which has received Mega Project status from Maharashtra. Key projects in the pipeline include Dimethyl Ether (1,00,000 TPA), N-Methyl Morpholine (5,000 TPA), Acetonitrile expansion, and a 6 MW AC solar plant commissioned in April 2025. Methylamines capacity is being expanded from 48,000 to 88,000 TPA, and Electronic Grade DMC was commissioned in May 2025.
Sharper YoY decline in margins and profits despite volume growth signals pricing pressure and higher costs, which may weigh on the stock in the short term. However, strong capex pipeline, zero-debt standalone status, and diversified product expansion could support longer-term growth.