Balaji Amines Limited has informed the Exchange about Investor Presentation
BALAMINES · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Balaji Amines reported strong Q4FY26 results with consolidated revenue of ₹403 crore, up 20% sequentially and 12% year-on-year. EBITDA surged 65% sequentially to ₹102 crore, translating to a robust 25% EBITDA margin (vs 18% in Q3FY26 and 19% in Q4FY25). PAT more than doubled to ₹65 crore with EPS of ₹19.99 per share. The company is expanding methylamines capacity from 48,000 to 88,000 TPA, commissioning DME plant (100,000 TPA) in Q1FY27, and undertaking a ₹750 crore mega expansion at subsidiary BSCL for products like HCN, NaCN, and EDTA. The company maintains zero-debt status on standalone basis.
The sharp margin expansion and doubling of PAT demonstrate strong operational leverage and successful execution. The aggressive capex pipeline (₹750 crore subsidiary expansion plus ₹100 crore DME plant) funded through internal accruals signals confidence in demand outlook, particularly in EV battery chemicals and agrochemicals segments.