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நேரலைசமீபத்திய அறிவிப்பு: 2026-11-03 13:16இன்று 0 பகுப்பாய்வு செய்யப்பட்டது
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Q2 FY27 PAT Rises 51.8% YoY to ₹65.17 Cr; Revenue Up 26.1% YoY to ₹490.95 Cr
Alkyl Amines Chemicals reported Q2 FY27 revenue from operations of ₹490.95 Cr, up 26.1% YoY compared to ₹389.41 Cr in Q2 FY26, though down 7.0% sequentially from ₹528.01 Cr in Q1 FY27. Profit after tax jumped 51.8% YoY to ₹65.17 Cr versus ₹42.94 Cr in the year-ago period, but declined 31.1% QoQ from ₹94.63 Cr. For H1 FY27, revenue reached ₹1,018.96 Cr (vs ₹794.94 Cr in H1 FY26) with net profit surging 73.0% YoY to ₹159.80 Cr. Operating cash flow for H1 FY27 stood at ₹48.25 Cr, down from ₹75.48 Cr in H1 FY26 due to higher working capital absorption in inventories and receivables.
உச்சம் நம்பிக்கை
என்ன மாறியதுReported standalone financial results for Q2 and H1 FY27 showing strong YoY revenue and profit expansion.
ஏன் இது முக்கியம்Demonstrates strong top-line recovery and earnings expansion on a YoY basis, although sequential moderation highlights persistent volatility in raw material and end-market demand.
Q2 FY27 Revenue from Operations: ₹490.95 கோடிQ2 FY27 PAT: ₹65.17 கோடிH1 FY27 PAT: ₹159.80 கோடிH1 FY27 Revenue vs TTM Revenue: ~94.3%Cash & Cash Equivalents (Sep 30, 2026): ₹74.03 கோடி
📅 குறுகிய காலம்Market may react positively to the strong 51.8% YoY profit growth, though sequential QoQ margin compression and lower operating cash flow may cap upside.
📈 நீண்ட காலம்With ₹159.53 Cr in CWIP and a solid market share in the oligopolistic aliphatic amines space, volume growth and capex execution will determine sustained margin recovery.
⚠ அபாய எச்சரிக்கைகள்
Working capital stretch: inventories increased by ₹84.17 Cr in H1 FY27
Sequential QoQ profit moderation (-31.1%) due to cost fluctuations
👀 கவனிக்க வேண்டியவை
Track capacity ramp-up and utilization rates for the Ethyl Amines plant alongside volume growth across agrochemical and pharmaceutical demand segments.
Alkyl Amines Q1 PAT Jumps 91% to ₹94.6 Cr; Announces Top Management Succession Plan
Alkyl Amines reported a robust Q1 FY27 with revenue growing 30.2% YoY to ₹528.01 Cr and Net Profit surging 91.4% YoY to ₹94.63 Cr. The company has initiated a leadership transition where the founder, Mr. Yogesh M. Kothari (77), will move from CMD to Executive Chairman effective October 1, 2026. Concurrently, Mr. Kirat M. Patel and Mr. Suneet Y. Kothari have been elevated to Joint Managing Directors to ensure business continuity. The board also approved a 1% net profit commission for Non-Executive Directors starting FY28.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company is transitioning from a single Chairman & Managing Director structure to a leadership team comprising an Executive Chairman and two Joint Managing Directors.
ஏன் இது முக்கியம்This represents a formal succession plan for the 77-year-old founder, providing long-term leadership clarity while the strong Q1 results indicate a significant recovery in operational performance.
Q1 FY27 Revenue: ₹528.01 கோடிQ1 FY27 PAT: ₹94.63 கோடிYoY PAT Growth: 91.4%NED Commission Cap: 1% of net profitExecutive Chairman Term: Until March 31, 2030
📅 குறுகிய காலம்The stock is likely to react positively to the substantial earnings beat and the proactive disclosure of a clear succession roadmap.
📈 நீண்ட காலம்The transition to a younger leadership team (Suneet Kothari, 50) while retaining the founder's experience as Chairman supports structural stability for the next decade.
⚠ அபாய எச்சரிக்கைகள்
Pending litigation against ED-Operations Rakesh Goyal regarding alleged financial irregularities at a previous employer.
Succession execution risk.
👀 கவனிக்க வேண்டியவை
Investors should monitor the smooth transition of executive responsibilities in October 2026 and track if the sharp margin improvement in Q1 is sustainable across the fiscal year.
₹10 Dividend Declared; Anti-Dumping Duty on Acetonitrile Approved at 46th AGM
Alkyl Amines Chemicals Limited concluded its 46th AGM, confirming a dividend of ₹10 per share for FY26. A significant regulatory update was shared regarding the Ministry of Finance's approval for anti-dumping duties on Acetonitrile imports, which is expected to bolster the company's domestic market position. Management also disclosed that they are evaluating new capital expenditure for equipment upgrades and capacity expansions across all three manufacturing sites. Despite geopolitical concerns in West Asia, the company remains focused on increasing market share and new product introductions for FY27.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has transitioned from proposing to formally declaring its FY26 dividend and has secured regulatory protection (anti-dumping duty) for its Acetonitrile business.
ஏன் இது முக்கியம்The anti-dumping duty is a critical tailwind for domestic manufacturers against imports, potentially improving margins for a key product line, while the capex evaluation suggests a continuation of the growth phase following the recent ₹400 Cr Ethyl Amines investment.
Dividend per share: ₹10Face Value: ₹2Estimated Dividend Payout: ₹50.9 கோடிDividend vs TTM PAT: ~24.7%Manufacturing sites under evaluation: 3
📅 குறுகிய காலம்The stock may see positive sentiment due to the confirmation of the dividend and the protective regulatory news regarding anti-dumping duties.
📈 நீண்ட காலம்Long-term value creation will depend on the successful ramp-up of existing capacities and the execution of the next phase of capex currently under evaluation.
⚠ அபாய எச்சரிக்கைகள்
Geopolitical developments in West Asia impacting supply chains
Limited pricing power due to oligopolistic market structure
Volatility in raw material prices
👀 கவனிக்க வேண்டியவை
Investors should monitor the specific scale and timeline of the newly proposed capex once finalized, and track the margin improvement in the Acetonitrile segment following the anti-dumping duty implementation.
Alkyl Amines Chemicals Limited has scheduled its 46th Annual General Meeting (AGM) for July 3, 2026, via video conferencing. The company has proposed a final dividend of ’ 10 per share (500% on a face value of ’ 2) for FY 2025-26, with June 26, 2026, fixed as the record date. Financially, the company reported a slight decline in gross revenue to ’ 1,70,579.83 lakhs for FY26 compared to ’ 1,74,197.96 lakhs in FY25. Profit After Tax (PAT) also decreased by 3.29% to ’ 17,999.91 lakhs from ’ 18,611.44 lakhs in the previous fiscal year.
முக்கிய அம்சங்கள்
Proposed dividend of ’ 10 per share (500%) on a face value of ’ 2 for the financial year ended March 31, 2026.Gross Revenue for FY 2025-26 stood at ’ 1,70,579.83 lakhs, a minor decline of 2.08% year-on-year.Profit After Tax (PAT) decreased by 3.29% to ’ 17,999.91 lakhs, down from ’ 18,611.44 lakhs in FY 2024-25.EBIDTA for FY 2025-26 was ’ 31,629.58 lakhs with an EBIDTA margin of 18.54% to Gross Revenue.Record date for dividend entitlement is set for Friday, June 26, 2026, with payment starting on or after July 14, 2026.
👀 கவனிக்க வேண்டியவை
Investors seeking the 500% dividend payout should ensure they hold the stock before the record date of June 26, 2026. Long-term investors should monitor the company's stagnant revenue growth and slight margin compression over the last fiscal year.
Alkyl Amines reported a flat performance for FY26, with both top-line and bottom-line growth remaining within 1% of the previous year. The company faced significant raw material pressure as ammonia prices doubled from INR 50/kg to over INR 100/kg, though it successfully passed these costs to customers. Acetonitrile prices showed recovery, rising to over INR 200/kg from a previous average of INR 140-150/kg, aided by anti-dumping duties. Management expects a return to 5-10% volume growth in a stabilized market environment.
முக்கிய அம்சங்கள்
FY26 revenue and profit remained flat within a +/- 1% range compared to FY25.Ammonia costs doubled from INR 50/kg to over INR 100/kg due to supply chain disruptions.Acetonitrile prices recovered to INR 200/kg, up from the previous year's average of INR 140-150/kg.Capacity utilization levels currently range between 60% and 85% across plants.The Kurkumbh expansion project is slated for mechanical completion by June 2026 and commissioning in early Q1FY27.
👀 கவனிக்க வேண்டியவை
Investors should watch for margin stability in the methylamines segment as competition increases with four domestic players now active. The commissioning of the Kurkumbh project in early FY27 remains a key trigger for volume-led growth.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Alkyl Amines FY26 PAT Dips 3.3% to ₹180 Cr; Recommends ₹10 Final Dividend
Alkyl Amines Chemicals Limited reported a marginal decline in its annual performance for FY26, with revenue from operations falling 2.3% to ₹1,535.85 crore. Net profit for the full year also decreased by 3.3% to ₹180 crore compared to ₹186.11 crore in the previous fiscal. However, the company showed sequential recovery in Q4 FY26, with revenue and PAT growing by 9.3% and 7.4% respectively over Q3 FY26. To reward shareholders, the board has recommended a final dividend of ₹10 per equity share.
முக்கிய அம்சங்கள்
Annual Revenue from Operations decreased by 2.3% YoY to ₹1,535.85 crore in FY26.Full-year Net Profit (PAT) stood at ₹180 crore, down 3.3% from ₹186.11 crore in FY25.Board recommended a final dividend of ₹10 per equity share (500% of face value).Q4 FY26 revenue showed a sequential recovery, rising 9.3% to ₹386.91 crore from ₹354 crore in Q3 FY26.Capital Work-In-Progress increased significantly to ₹130.48 crore from ₹51.91 crore, indicating ongoing expansion.
👀 கவனிக்க வேண்டியவை
Investors should monitor the commissioning of new capacities as indicated by the rise in CWIP for future growth triggers. While annual growth is stagnant, the sequential recovery and steady dividend make it a 'hold' for long-term portfolios.
Alkyl Amines Resumes Gradual Production of Ammonia-Based Products Following Supply Chain Relief
Alkyl Amines Chemicals Limited has announced the gradual restart of its Ammonia-based production facilities. This follows a period of operational disruption caused by geopolitical conflicts in the Middle East, which impacted global petrochemical supply chains since March 16, 2026. While the company notes that the Ammonia supply situation remains dynamic and uncertain, the current improvement is sufficient to begin production. This resumption is a critical step toward restoring the company's output and fulfilling market demand.
முக்கிய அம்சங்கள்
Gradual restart of Ammonia-based product manufacturing announced on April 24, 2026.Follows a significant disruption period that began around March 16, 2026.Supply chain improvements noted despite ongoing geopolitical uncertainty in the Middle East.Management is closely monitoring the dynamic global Ammonia supply situation.
👀 கவனிக்க வேண்டியவை
The restart is a positive catalyst for volume recovery; monitor the next quarterly results for the impact of the prior shutdown on margins.
Alkyl Amines Suspends Production at 3 Sites Due to Ammonia Supply Disruption
Alkyl Amines Chemicals Limited has announced a temporary suspension of manufacturing for Methylamines, Ethylamines, and their derivatives at its Patalganga, Kurkumbh, and Dahej facilities. This disruption is a direct result of a shortage in Ammonia, a critical raw material, caused by geopolitical conflicts in the Middle East impacting LNG and petrochemical supply chains. While production of non-ammonia-based products continues, the company has declared this a Force Majeure event. Management is currently unable to estimate the total financial impact but is actively seeking alternative sourcing arrangements.
முக்கிய அம்சங்கள்
Manufacturing suspended at Patalganga, Kurkumbh, and Dahej sites for ammonia-dependent products.Key affected product lines include Methylamines, Ethylamines, and their various derivatives.Supply chain disruption caused by Force Majeure declared by Ammonia suppliers due to Middle East conflict.Production of other products not requiring ammonia remains operational at the affected sites.The company is exploring alternate ammonia sourcing to mitigate the unquantified financial impact.
👀 கவனிக்க வேண்டியவை
Investors should exercise caution as the suspension of core product lines will likely lead to a significant revenue hit in the upcoming quarter. Monitor the company's updates regarding the resumption of supply and the duration of the production halt.
Alkyl Amines Q3 PAT Dips 3.4% YoY to ₹42.26 Cr; Revenue Down 4.6%
Alkyl Amines Chemicals Limited reported a subdued performance for the quarter ended December 31, 2025. Revenue from operations declined by 4.6% YoY to ₹354.00 Cr, while Net Profit (PAT) saw a 3.4% YoY decrease to ₹42.26 Cr. On a sequential basis, revenue dropped significantly by 9.1% from ₹389.41 Cr in Q2 FY26. The company's nine-month performance also shows a downward trend, with PAT at ₹134.64 Cr compared to ₹140.10 Cr in the previous year.
முக்கிய அம்சங்கள்
Revenue from operations fell 4.6% YoY to ₹354.00 Cr from ₹371.20 Cr.Net Profit (PAT) decreased to ₹42.26 Cr in Q3 FY26 from ₹43.76 Cr in Q3 FY25.Quarterly Earnings Per Share (EPS) stood at ₹8.26, down from ₹8.56 YoY.Total expenses for the quarter were ₹304.77 Cr, compared to ₹318.75 Cr in the year-ago period.Nine-month revenue for FY26 reached ₹1,148.94 Cr, down from ₹1,185.77 Cr in FY25.
👀 கவனிக்க வேண்டியவை
The stock may witness short-term weakness due to declining revenue and profit growth on both YoY and QoQ bases. Investors should wait for signs of margin stabilization and demand recovery in the specialty chemicals segment before increasing exposure.
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🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
