Alkyl Amines Chemicals Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alkyl Amines' FY26 saw flat top/bottom lines, with volume/value dipping ~2%. Ammonia prices soared (~INR50/kg to >INR100/kg), pushing product prices higher (e.g., Acetonitrile >INR200/kg). Management expects 5-10% volume growth for FY27, driven by higher prices, and a temporary margin benefit was noted.

A new project is set for Q1 FY27 commissioning. Most plants operate at 60-85% capacity. Methylamines face overcapacity; Ethylamines are stable. Pharma outlook is optimistic. The company expresses cautious optimism for better margins, deferring major new investments due to volatility. FY27-28 capex is ~INR80-90 Cr for maintenance/existing projects.