Balaji Amines Limited — PPTs, 15-05-2026: Investor Presentation

Balaji Amines delivered a strong Q4FY26 consolidated performance. Revenue rose to ₹403 Cr, up 19.9% QoQ and 11.7% YoY. EBITDA surged to ₹102 Cr, a 65.3% QoQ and 51.3% YoY jump, boosting EBITDA margin to 25%. Profit After Tax (PAT) more than doubled QoQ to ₹65 Cr, up 108.3%, and 63.3% YoY. Diluted EPS stood at ₹19.99. Volumes remained stable, and the standalone business is zero-debt.

The company is strategically expanding, with its Dimethyl Ether (DME) plant nearing commissioning and N-Methyl Morpholine (NMM) and improved Acetonitrile (ACN) plants under execution for FY26-27. Its subsidiary, Balaji Speciality Chemicals, received 'Mega Project' status for a ₹750 Cr expansion, bringing new products like HCN and EDTA. A 6 MW solar power plant was recently commissioned, and Electronic Grade DMC for EV batteries is already operational. Management sees significant first-mover opportunities in new products and expects continued high demand for key offerings like Methylamines. The focus is on high-value derivatives and catering to growing industries.