Balaji Amines Ltd
Balaji Amines Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #21 of 71 in Chemicals & Petrochemicals
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What the Q4 FY26 call signalled
2 of 3 strong
The short version
The company targets around 25% to 30% volume growth by end of FY27 compared to current levels. Management expects 20% to 30% volume growth in the coming financial year (FY27), driven by new plants such as Dimethyl Ether (DME), Acetonitrile, and N-Methyl Morpholine (NMM), as well as increased demand from battery industries.
From Balaji Amines Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets around 25% to 30% volume growth by end of FY27 compared to current levels.
- For the current year, a conservative volume growth of 10% to 15% is expected.
- Growth drivers include new products: Dimethyl Ether (DME), Acetonitrile (ACN), and N-Methyl Morpholine (NMM).
- DME plant commissioning expected in Q1 FY27, with utilization likely at 30%-40% in the current year and up to 80%-90% in coming years.
- Balaji Specialty Chemicals subsidiary is investing significantly, with INR 350-400 crores capex planned in phase 1, supporting expansion.
- Revenue target of INR 3,000 crores by FY28, supported by expanded specialty product portfolio and DME.
2 more points from Balaji Amines Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Standalone capex for FY27: Around INR 20 crores balance for 3 products (DME, NMM, ACN), mostly already paid for equipment.
- Balaji Specialty Chemicals subsidiary: Total Phase 1 capex INR 750 crores; INR 350-400 crores planned. For FY27, >INR 100 crores already spent, plus another INR 200-250 crores expected.
- Greenfield and brownfield expansions ongoing; Phase 1 for greenfield partially in production (ethylamine, DMC) with modifications underway for specialty chemicals plant.
- Dimethyl Ether (DME) plant: Commissioning expected in Q1 FY27, pending road transportation permission; capacity ramp-up projected reaching 50-60% by FY27-end, 80-90% in subsequent years.
2 more points from Balaji Amines Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The company is in the process of expanding its product range with new products such as Dimethyl Ether (DME), Acetonitrile, and N-Methylmorpholine (NMM).
- For DME, the plant is commissioned but awaiting road transport permission; production is ongoing, and once permission is granted, utilization is expected to increase to 30-40% in the current year and up to 80-90% in later years.
- Prospective customers for DME have been approached, and trial shipments with 500 kg cylinders are underway to secure bulk orders.
2 more points from Balaji Amines Ltd's call on order book
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Balaji Amines Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹395 Cr, net profit ₹65 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Balaji Amines's management said in earlier quarters
- Q3 FY24 earnings call analysis →
- Q1 FY25 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q4 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
- Q4 FY22 earnings call →
- Q3 FY22 earnings call →
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Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Balaji Amines Ltd Q4 FY26 results?
The company targets around 25% to 30% volume growth by end of FY27 compared to current levels. Management expects 20% to 30% volume growth in the coming financial year (FY27), driven by new plants such as Dimethyl Ether (DME), Acetonitrile, and N-Methyl Morpholine (NMM), as well as increased demand from battery industries.
What is Balaji Amines Ltd share price analysis?
Balaji Amines Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 33.9 with a market cap of ₹6,914 Cr. Investors should review the full earnings analysis for detailed insights.
Is Balaji Amines Ltd planning capital expenditure?
Standalone capex for FY27: Around INR 20 crores balance for 3 products (DME, NMM, ACN), mostly already paid for equipment.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.