Alkyl Amines Chemicals Limited — Investor Meet, 16-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Alkyl Amines Chemicals Limited reported ~13% volume growth in FY25 with stable revenues despite pricing pressure in methylamine and ethylamine due to local oversupply and Chinese dumping in acetonitrile. EBITDA margin remained steady near 21%. Capacity utilization averages 60-70%, with some plants at 80-85%. A Rs.110-120 Cr CAPEX at Dahej for specialty chemicals is on track for completion by early 2026, with commercial benefits expected next year. Exports make up ~20% of sales. Management expects continued double-digit volume growth amid ongoing pricing challenges and stable demand from pharma and agrochemicals. The outlook is cautiously optimistic.