Q2 revenue up 36%, PAT up 82%; FY27 EBITDA margin target 22-23%
BALAMINES · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 1.4 pts less than Nifty Microcap 250 and 0.5 pts less than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Consolidated Q2 FY27 revenue rose 36% year on year to ₹472 crore, EBITDA increased 58% to ₹106 crore, and PAT rose 82% to ₹67 crore. H1 revenue reached ₹933 crore and PAT ₹146 crore. Volumes were held back by raw material availability and supply delays. Management targets a 22-23% FY27 EBITDA margin. DME and expanded ACN are operational, while NMM and BSCL projects are due in FY27.
Strong profit growth and new capacity milestones are positive, but supply constraints and commissioning risks may limit near-term gains.