Alkyl Amines Chemicals Limited
Current Price
₹1,777
As of 20 May 2026
Market Cap
₹8.75K Cr
As of 20 May 2026
Incumbent Specialty-Chemicals Franchise at a Plateau; FY27 Decides Whether the P/E 46.5x Premium Holds
Report updated: 2026-05-16
Alkyl Amines Chemicals Limited
47-year-old Kothari family aliphatic amines franchise — founded 1979, 100+ products, global leader in synthetic Acetonitrile, DMAHCL, Triethylamine and Diethylhydroxylamine. Pharma 50-60% / Agro 15-20% of sales. CRISIL AA-/Stable (upgraded May 2023, reaffirmed Dec 2025).
Rs.1,723
Share price
Rs.8,810 Cr
Market cap
Rs.1,536 Cr
FY26 revenue
Rs.180 Cr
FY26 net profit
46.5x
Trailing P/E
72.05%
Promoter holding
Stock Funda Summary
- 47-year-old Kothari family aliphatic-amines franchise (NSE ALKYLAMINE, BSE 506767) with ROE 41.4%, ROCE 41.3%, CRISIL AA-/Stable (upgraded May 2023, reaffirmed Dec 2025). 100+ products with global leadership in synthetic Acetonitrile, DMAHCL, Triethylamine, and Diethylhydroxylamine.
- Pharma 50-60% / Agro 15-20% segment mix.
- FY26 revenue Rs.1,535.85 Cr was BELOW FY25's Rs.1,571.82 Cr (-2.3%) — second flat year in a row; 5-year EBIT growth -2.60% per MarketsMojo.
- Q4 FY26 EBITDA margin 18.30% vs 17.67% YoY = margin recovery despite flat headline.
- FY27 management guides 5-10% volume growth (downgraded from historical 10-15%).
- Capex Rs.80-90 Cr FY27-FY28 primarily for Dahej new product (import substitute) commissioning July 2026.
- Stock down 39% over 3 years vs Sensex +37%, yet P/E 46.5x vs industry 13x.
- Live event timeline tracks every BSE filing, half-yearly concall, and Balaji Amines competitive move.