Balaji Amines Limited — PPTs, 19-11-2024: Investor Presentation

**Financial Highlights**: For Q2FY25, Balaji Amines reported consolidated revenue of ₹356 crore, a decline from ₹393 crore in Q1FY25. The EBITDA was ₹70 crore, marking a slight decrease from ₹74 crore in the previous quarter, while the EBITDA margin improved to 20% from 19%. PAT reached ₹41 crore compared to ₹46 crore in Q1FY25, yielding a diluted EPS of ₹12.65.

**Strategic Initiatives and Growth Drivers**: The newly commissioned Methyl Amines plant is expected to enhance cost competitiveness. The company is in the process of expanding its capabilities with projects like the Electronic Grade DMC and Di Methyl Ether plants, which are expected to be operational by FY25.

**Business Developments**: Balaji Amines is pursuing significant capacity additions with investments totaling approximately ₹750 crores in its subsidiary, Balaji Specialty Chemicals Limited, targeting a range of sophisticated chemical products.

**Market Position and Competitive Advantage**: As a leader in the Indian aliphatic amines market, Balaji Amines benefits from robust growth opportunities linked to pharmaceutical and agrochemical sectors.

**Investor Implications**: The overall outlook appears promising, with ongoing operational improvements and capacity expansions anticipated to drive revenue growth while maintaining healthy margins. Investors should monitor developments in project implementations and market demand for specialty chemicals.