Financial Performance Highlights

Consolidated Results (₹ Crore)

  • Total Revenue: ₹461 crore in Q1FY27 vs ₹403 crore in Q4FY26 and ₹367 crore in Q1FY26
  • EBITDA: ₹121 crore in Q1FY27 vs ₹102 crore in Q4FY26 and ₹64 crore in Q1FY26
  • EBITDA Margin: 26% in Q1FY27 vs 25% in Q4FY26 and 17% in Q1FY26
  • PAT: ₹78 crore in Q1FY27 vs ₹65 crore in Q4FY26 and ₹37 crore in Q1FY26
  • PAT Margin: 17% in Q1FY27 vs 16% in Q4FY26 and 10% in Q1FY26
  • Cash PAT: ₹97 crore in Q1FY27 (PAT + Depreciation + Deferred tax)
  • Cash PAT Margin: 20% in Q1FY27
  • Sales Volume: 21,587 MT in Q1FY27 vs 27,570 MT in Q1FY26

Standalone Results (₹ Crore)

  • Total Revenue: ₹429 crore in Q1FY27 vs ₹370 crore in Q4FY26 and ₹327 crore in Q1FY26
  • EBITDA: ₹110 crore in Q1FY27 vs ₹94 crore in Q4FY26 and ₹64 crore in Q1FY26
  • EBITDA Margin: 26% in Q1FY27 vs 26% in Q4FY26 and 20% in Q1FY26
  • PAT: ₹72 crore in Q1FY27 vs ₹62 crore in Q4FY26 and ₹40 crore in Q1FY26
  • PAT Margin: 17% in Q1FY27 vs 17% in Q4FY26 and 12% in Q1FY26
  • Cash PAT: ₹89 crore in Q1FY27
  • Cash PAT Margin: 21% in Q1FY27
  • Sales Volume: 20,619 MT in Q1FY27 vs 25,394 MT in Q4FY26 and 24,847 MT in Q1FY26

Volume Breakdown for Q1FY27

  • Amines volumes: 6,248.57 MT
  • Amines Derivatives volumes: 8,205.11 MT
  • Specialty Chemicals volumes: 7,132.92 MT

Capital Structure Update

The company maintains zero-debt status on a standalone basis.

Project Updates

Commissioned Projects

  • Successfully commissioned 100,000 TPA Dimethyl Ether (DME) plant - India's first commercial-scale DME manufacturing facility
  • The plant caters to LPG blending and aerosol propellant markets

Upcoming Projects (Targeted FY27 Commissioning)

  • N-Methyl Morpholine (NMM) plant
  • Acetonitrile (ACN) capacity expansion

Balaji Speciality Chemicals Expansion

  • ₹750 crore phased expansion programme accorded Mega Project Status by Government of Maharashtra under Package Scheme of Incentives (PSI), 2019
  • Unit-I (Brownfield): EDA-based downstream products expected during FY27
  • Unit-II (Greenfield): Located at MIDC Chincholi, includes plants for Hydrogen Cyanide (HCN), Sodium Cyanide (NaCN), EDTA, and EDTA-2Na targeted for commissioning during FY27
  • Products include: DETA, TETA, Piperazine (PIP), AEEA, AEP, EDTA, EDTA-2Na
  • Focus on import substitution for pharmaceutical, agrochemical and mining industries

Management Commentary

Mr. D. Ram Reddy, Managing Director, commented on the strong Q1 performance driven by improved demand across key end-user industries and sustained execution. He highlighted:

  • Diversified product portfolio and integrated manufacturing capabilities enabled operational efficiencies
  • Successful DME plant commissioning marks strategic diversification into new-age chemicals and alternate fuel applications
  • Steady progress on NMM and ACN expansion projects
  • Expansion plans of Balaji Speciality Chemicals Limited progressing as planned
  • Focus on expanding presence in high-value specialty chemicals and electronic-grade products
  • Confidence in growth outlook backed by healthy order pipeline and improving demand environment

Company Background

Balaji Amines Limited is a leading manufacturer of Aliphatic Amines & Speciality Chemicals in India, specializing in Methyl Amines, Ethyl Amines, Derivatives of Amines and other Speciality Chemicals. The company has four manufacturing sites (three near Solapur, one near Hyderabad) and also operates a 5-star hotel in Solapur - Balaji Sarovar, managed by Sarovar group.

Contacts

  • Company Email: cs@balajiamines.com
  • Investor Relations: MUFG Intime India Private Limited
  • Mr. Nikunj Seth: +91 9773397958, nikunj.seth@in.mpms.mufg.com
  • Ms. Sakshi Mehta: +91 9833212052, sakshi.mehta@in.mpms.mufg.com