BALAMINESNSEBalaji Amines Limited· Chemicals - InorganicLowNeutral
Announced Sat, 23 May · 17:34 IST

Balaji Amines Limited has informed the Exchange about Submission of Earning Call Transcript under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

BALAMINES · price

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Price reaction · full curve 14 horizons · vs prior close
+2.5%1-day move
₹1825.10
prior close
₹1874.00
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.8-0.7-1.3-1.1+2.5-0.0-2.2-2.7+10.5+15.0+13.4+9.0+25.9
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AI summary

Balaji Amines reported strong Q4 FY26 results with revenue of INR403 crores (up 12% YoY) and EBITDA of INR102 crores, delivering a 25% EBITDA margin compared to 19% in Q4 FY25. Full year FY26 revenue stood at INR1,454 crores with EBITDA margin improving to 20% from 19% in FY25. The company remains zero-debt on a standalone basis. Management guided for 20-30% volume growth in FY27 driven by three new products (DME, NMM, Acetonitrile) coming online, with sustainable EBITDA margins of 22-23%. The company targets INR3,000 crores revenue by FY28. DME plant commissioning expected in Q1 FY27, pending road transport permission. Balaji Specialty Chemicals expansion of INR750 crores is progressing with Mega Project status granted by Maharashtra government.

Likely market impact

Strong margin improvement signals operational efficiency gains; new product launches and specialty chemicals expansion position the company for accelerated growth. The 20-30% volume growth guidance and INR3,000 crores revenue target by FY28 indicate positive long-term prospects for shareholders.