ALKYLAMINESCHEMICALS / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Alkyl Amines Chemicals · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

12

Answered directly

46%

Numeric claims

3

Consistency

mixed

Question ledger

What was answered, and how?

Rohit Nagaraj · 361 Capital

evasive

Demand dynamics given raw material price increases and impact on demand.

it's too early... we haven't seen it... in most of our customers products we are actually a very minor cost... the pressure on pricing may not be from the customers as much as from competition.

Duv Mushell · HDFC AMC

direct

Volume growth for FY26 and ammonia availability and spread improvement.

volume and value 1 plus - 1% either way... prices have dropped 1% and volume has probably dropped 1%... ammonia availability... we were in the region of about 50 rupees a kg and now we are over 100 rupees a kg.

Duv Mushell · HDFC AMC

direct

Update on the Kurum project and its economics.

slightly delayed... mechanical completion is going to be completed somewhere in the end of June... the economics of the project have not been affected.

Pankach TV · AKAT

partial

Impact of Chinese imports and pricing across product chains.

Chinese were not in methylamines... in acetone nitrile we got anti-dumping duty... towards the end of the year we did see some improvement... next year will be like a normal year which is about 5 to 10% growth rate.

Pankach TV · AKAT

partial

Spread improvement in ethyl and methyl amines.

in ethiles the market adjusted and the margins have improved but in methiles we find still that... there will be competition in methile because now RT has also commissioned their plant.

Pankach TV · AKAT

evasive

Demand feedback from pharma and peptide clients post tariff issues.

pharma has always been a little optimistic... there is still a lot of optimism... most of it has to still materialize... we are waiting to see how that growth takes place.

Paris Gujarati · Nvesh

evasive

Benefit from China's anti-involution policy and margin outlook.

we have seen over the last quarter a reduction in the aggressiveness of the Chinese... we hope that will help us restore our margins... we are optimistic that we have seen probably the worst.

Rajiv Rupani · Individual Investor

partial

Update on R&D pipeline and new product launch timeline.

the product which we are already launching... will probably come into the market in July... there were a few other products... we will take a final decision after this volatility settles.

Abino Mandura · Equitus Investments

direct

Pass-through of ammonia price increases and contract nature.

we have been able to pass on the increase... our customers are very understanding... the ammonia contracts are all short-term because prices are high.

Abino Mandura · Equitus Investments

evasive

Demand slowdown in agro and pharma sectors.

at the moment we haven't seen anything but there is a little bit of concern that they could be affected not pharma as much as agro.

Gagand Digshit · ARA Security

direct

Capex plan for FY27 and FY28.

around it will be around 80 to 90 crores... no major new projects... just completing this project and maintenance capex.

Mul Mata · Lucky Investment

evasive

Current spreads across products and future margin trajectory.

in March we did get a little advantage because we had raw material stocks of old prices... we have seen the bottom... margins going forward will be a little better.