Alkyl Amines Chemicals Limited Q2 FY26 earnings call summary

Earnings call of 6 Nov 2025, summarised by AI from the filing.

Alkyl Amines reports subdued H1 FY26 with flat topline and marginally higher volumes, expects FY26 volume growth subdued due to US trade actions.

Key takeaways

1. Subdued H1 H1 FY26 subdued with flat topline and marginally higher volumes; margins retained profitability.
2. Acetonitrile duty Anti-dumping duty benefit not fully realized; real volume benefit expected from Q4 FY26.
3. New product Kurkumbh plant capex ₹120 cr, mechanical completion Feb-Mar 2026, commercialization Q1 FY27.
4. US tariffs US government actions affected exports, customers, Chinese competition, and distributor sanctions.

Original filing on BSE

Alkyl Amines Chemicals Limited Q1 FY27 results

As filed: Revenue ₹528 cr (+30% year on year), EBITDA ₹134 cr (+76% year on year), PAT ₹94.6 cr (+93% year on year), EBITDA margin 25.3% (+658 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹387 cr (0% year on year), EBITDA ₹70.7 cr (+4% year on year), PAT ₹45.4 cr (−1% year on year), EBITDA margin 18.3% (+65 bps). Score 46 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was below it. EBITDA margin rose 65 bps year on year. Share price after the results: +14.0% in 30 days (Nifty 500: −1.5%).
• Q3 FY26: Revenue ₹354 cr (−5% year on year), EBITDA ₹67.2 cr (−5% year on year), PAT ₹42.3 cr (−4% year on year), EBITDA margin 19.0% (−17 bps). Score 40 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin fell 17 bps year on year. Revenue fell 9% from last quarter. Share price after the results: −10.0% in 30 days (Nifty 500: −0.6%).
• Q2 FY26: Revenue ₹389 cr (−6% year on year), EBITDA ₹70.0 cr (−4% year on year), PAT ₹43.0 cr (−9% year on year), EBITDA margin 18.0% (+40 bps). Score 39 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 40 bps year on year. Revenue fell 4% from last quarter. Share price after the results: −12.3% in 30 days (Nifty 500: −0.3%).
• Q1 FY26: Revenue ₹406 cr (+2% year on year), EBITDA ₹76.0 cr (−4% year on year), PAT ₹49.0 cr (0% year on year), EBITDA margin 18.7% (−103 bps). Score 41 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 103 bps year on year. Share price after the results: −3.0% in 29 days (Nifty 500: +2.2%).
• Q4 FY25: Revenue ₹386 cr (+8% year on year), EBITDA ₹68.0 cr (0% year on year), PAT ₹46.0 cr (+21% year on year), EBITDA margin 17.6% (−143 bps). Score 48 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was in line with it. EBITDA margin fell 143 bps year on year. Share price after the results: +18.1% in 28 days (Nifty 500: +6.1%).
• Q3 FY25: Revenue ₹371 cr (+15% year on year), EBITDA ₹71.0 cr (+20% year on year), PAT ₹44.0 cr (+33% year on year), EBITDA margin 19.1% (+81 bps). Score 63 of 100, In line with trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 81 bps year on year. Revenue fell 11% from last quarter.
• Q2 FY25: Revenue ₹415 cr (+18% year on year), EBITDA ₹73.0 cr (+49% year on year), PAT ₹47.0 cr (+74% year on year), EBITDA margin 17.6% (+367 bps). Score 85 of 100, Above trend. EBITDA margin rose 367 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 4% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Alkyl Amines Chemicals Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (6 May 2026)
• Q2 FY26: Earnings call (6 Nov 2025)
• Q4 FY25: Earnings call (12 May 2025)