Alkyl Amines Q2 Results Review - Healthy Volume Growth Offset By Pricing Pressure: Motilal Oswal

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Alkyl Amines Chemicals Ltd. has boosted its aliphatic amines capacity by ~30% in FY24. The total capacity stands at ~200 ktpa (including derivatives and specialty chemicals). Additionally, Alkyl Amines is venturing into new specialty products that are likely to improve its margins amid robust demand (near-term headwinds persist) for amine derivatives and specialties.Over FY24-27, we estimate a ~20% revenue CAGR and a 37% EPS CAGR (due to a lower base in FY24). The key risk to our outlook is high competition (domestic and imports, mainly from China), leading to limited pricing power. Commodity nature of some of the products could also make AACL susceptible to raw material price fluctuations. Upside risk could come from the implementation of Add. The stock is trading at ~42 times FY26E EPS and ~26 times FY26E enterprise value/Ebitda. We reiterate our Neutral rating on Alkyl Amines with a target price of Rs 2,095, based on 35 times Sep-26E EPS..Click on the attachment to read the full report:.Granules India Q2 Results Review- Inline; Gradually Ramping Supply From The Gagillapur Facility: Motilal Oswal.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Alkyl Amines Q2 Results Review - Healthy Volume Growth Offset By Pricing Pressure: Motilal Oswal

The brokerage reiterates its Neutral rating on the stock with a target price of Rs 2,095, based on 35 times Sep-26E EPS.

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Alkyl Amines Q2 Results Review - Healthy Volume Growth Offset By Pricing Pressure: Motilal Oswal

The brokerage reiterates its Neutral rating on the stock with a target price of Rs 2,095, based on 35 times Sep-26E EPS.

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