Alkyl Amines Chemicals Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Alkyl Amines experienced a subdued H1 FY26 with flat topline and marginal volume growth, attributed to demand pressures from US geopolitical actions and aggressive Chinese competition. Margins remained protected despite these challenges. Methylamines were more impacted than ethylamines. A new product, with a ₹120 Cr CAPEX, is slated for commercialization in Q1 FY27, serving as an import substitute for dyes and electronics. Acetonitrile volumes are anticipated to improve from Q4 due to anti-dumping duties, though Chinese pricing remains aggressive. Management foresees subdued FY26 volume growth, hoping for global trade stability to resume normal business expansion.