Icon times
ALKYL AMINES Q1FY21 Earning Call Highlights

ALKYL AMINES Stock Q4FY21 Earning Call Highlights

Published on 24 July 2021 Views 55 Comments 0

Q4 Result Updates

  • Net sales grew by 62.77% YoY to 382 crores which was previously 235 crores
  • EBIDTA grew by 97% YOY basis from 68 crores to 133 crores
  • The bottom-line profit after tax grew by 88% to 92 crores from 49 crores.
  • EPS grew by 88% YOY from 36 to 45.
  • EBITDA Margin declined from 38% to 35% QoQ basis while YOY basis it improved from 29%

Financial Year 2021 Updates:

  • Gross Sales increased by around 25% from 993 crores to 1242 crores.
  • EBITDA grew from 257 crores to 429 crores displaying a stupendous growth of 67%.
  • Profit after Tax grew from 215 crores to 295 crores at the rate of 37% YOY basis
  • EPS grew by 37% from 106 to 145.
  • Improvement in EBITDA Margin from 26% to 31% YoY basis
  • Improvement in PAT Margin from 22% to 24% YoY basis

Other updates

  • Company Expects growth in volumes in future periods of around 15% to 18%
  • Company spent around 150-160 crores in Capital Expenditure & plans to spend around 200 crores in FY 2022 & around similar amount for FY 2023
  • Company has increased expansion of Methylamine of around 45k tons on annual basis
  • AACL holds 40% market share domestically in acetonitrile and the remaining share is mainly imported.
  • The company plans to complete expansion of Acetonitrile by Q2FY22 which will increase its capacity by 15k tons
  • 70% of company’s revenue comes from Agro & Pharma in partnership
  • As per company raw material cost for acetic acid which had previously been 40 has been raised to 100
  • As per the management, the margins on specialty products has increased to 35% approximately which used to stay below 30% due to better selling of products.
  • As per the management, company has repeat customers of around 99% & company signs contracts on quarterly basis.
Company is in the process of implementation of succession planning as well
Attachments
File Name
private article suscription area icon

You like to know more. We like that!

Please subscribe Model Portfolio Plan to get access of all premium model portfolio articles Only at Rs 7499/Year.

Please login to view this free article.

This blog is available only for logged in users, please register and get access to view this article.

LATEST UPDATE

premium Premium
free Free
Read More

REPORTS


Chat on WhatsApp
Caret UP Arrow
InvestYadnya Support
Typically replies in minutes
InvestYadnya Support
Hi there
Welcome to InvestYadnya.
We are available to assist you on WhatsApp.
Please click on the button below to chat with us.
(10 AM to 7 PM IST)
16:10
Chat with InvestYadnya