Investor Presentation on Q4FY26 Financial Results
BALAMINES · price
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Balaji Amines reported strong Q4FY26 consolidated results with revenue of Rs. 403 crore (+11.7% YoY, +19.9% QoQ) and EBITDA of Rs. 102 crore, more than doubling from Rs. 62 crore in Q3FY26. EBITDA margin expanded sharply to 25% from 18% in Q3FY26 and 19% in Q4FY25, indicating significant operational leverage. PAT surged to Rs. 65 crore, up 108% QoQ, with diluted EPS at Rs. 19.99. The company maintained volumes at 27,341 MT with stable commodity prices and demand across key segments. On a standalone basis, it remains a zero-debt company. Key expansion projects — Dimethyl Ether (DME, 1,00,000 TPA), N-Methyl Morpholine (NMM, 5,000 TPA), and upgraded Acetonitrile plant — are on track for commissioning during FY2026-27, all funded through internal accruals. The subsidiary Balaji Speciality Chemicals is executing a Rs. 750 crore mega project (granted by Maharashtra government) to produce HCN, Sodium Cyanide, EDTA, and related chemicals, with Phase-I expected by Q4FY27.
Sharp margin expansion and near-doubling of PAT signal strong execution and cost advantages from the newly commissioned methylamines plant. The zero-debt standalone structure and upcoming high-value specialty chemical expansions position the company well for continued margin improvement and revenue growth in FY27.