Balaji Amines Limited has informed the Exchange about Investor Presentation
BALAMINES · price
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Awaiting price reaction for this filing.
Balaji Amines filed its Q4FY25 investor presentation showing a weak year with consolidated revenue falling 14% YoY to Rs. 1,430 cr, EBITDA down 25% to Rs. 265 cr, and PAT dropping 31% to Rs. 159 cr. EBITDA margin compressed from 21% to 19% and PAT margin from 14% to 11% on a consolidated basis. Q4FY25 showed sequential recovery with revenue up 12% QoQ to Rs. 361 cr and EBITDA at Rs. 68 cr (margin 19% vs 17% in Q3FY25), but still well below Q4FY24 levels. The company highlighted aggressive capacity expansion including a 6 MW solar plant commissioned in April 2025, electronic-grade DMC commissioned in May 2025, and a 1,00,000 TPA Dimethyl Ether plant targeted for FY25-26. Subsidiary Balaji Speciality Chemicals is executing a Rs. 750 cr greenfield project for HCN, NaCN, and EDTA products. Total capacity is set to grow from 2,86,000 to 4,16,000 TPA, with all capex funded through internal accruals. ROCE for the core chemical business fell from 18% to 12%, and the company maintained dividend at Rs. 11 per share (550% payout).
Shareholders should note that FY25 was a tough year with sharp profit declines and margin compression, though the company is investing heavily in new specialty products and capacity to drive the next growth cycle. The funded-through-internal-accruals capex plan signals strong balance sheet health, but near-term returns may remain pressured until new plants commission and ramp up. Stock could see mixed reaction given weak FY25 numbers balanced against a strong expansion roadmap.