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Alkyl Amines Chemicals (506767) investor relations material
Alkyl Amines Chemicals Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
First half of FY26 saw subdued demand, marginal volume growth, and flat revenue due to lower prices, but profitability was maintained through margin management despite global pressures.
Revenue from operations for Q2 FY26 was ₹405.53 crore, with total revenue at ₹413.49 crore, slightly down from ₹424.05 crore in Q2 FY25.
Net profit after tax for Q2 FY26 was ₹49.44 crore, compared to ₹47.46 crore in Q2 FY25.
Geopolitical actions, especially U.S. sanctions, impacted direct exports, customer demand, and supply chain, while aggressive Chinese competition affected both domestic and export markets.
Total comprehensive income for Q2 FY26 was ₹49.43 crore, marginally higher than ₹46.46 crore in Q2 FY25.
Financial highlights
Marginal volume growth in H1 FY26 compared to H1 last year, but top line remained flat due to subdued pricing.
Contribution and gross margins remained stable overall, with gross margin for Q2 FY26 at approximately 48%.
Operating profits dipped year-over-year, mainly due to lower selling prices in ethylamines; operating profit before tax for H1 FY26 was ₹125.45 crore, down from ₹130.24 crore in H1 FY25.
Cash flow from operating activities for H1 FY26 was ₹75.48 crore, significantly lower than ₹163.55 crore in H1 FY25.
Dividend paid during H1 FY26 was ₹51.14 crore.
Outlook and guidance
Volume growth for FY26 expected to remain subdued, below the usual 10–15% range, due to ongoing market and geopolitical challenges.
Benefits from anti-dumping duties on isopropylamine expected to materialize from Q4 onwards, with potential improvements in both price and market share.
Gradual upward trend anticipated if global trade stabilizes, with current performance already above pre-COVID levels.
Financial results have been reviewed and approved by the Audit Committee and Board, with an unmodified limited review report from statutory auditors.
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