Neutral Alkyl Amines Chemicals; target of Rs 1720: Motilal Oswal

About this update from Alkyl Amines Chemicals Limited

Motilal Oswal's research report on Alkyl Amines Chemicalslkyl Amines Chemicals (AACL) reported a steady operating performance with EBITDA growth of 4% YoY in 4QFY26. The company successfully mitigated raw material cost pressures through price pass-throughs, driving a 70bp YoY improvement in EBITDA margin to 18.3%. While volume growth remained flat in FY26, the growth momentum is expected to improve steadily, driven by rising demand from the pharma segment led by peptides, with management guiding a 5-10% overall volume growth. Further, the anti-dumping duty (ADD) on acetonitrile is likely to aid price recovery and strengthen AACL’s market position.OutlookWe estimate a CAGR of 6%/6%/7% in revenue/EBITDA/PAT over FY26-28 and maintain our earnings estimates. We value the stock at 40x FY28E EPS to arrive at our TP of INR1,720. Reiterate Neutral.Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on moneycontrol.com are their own, and not that of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.Alkyl Amines Chemicals_07052026_Motilal Oswal

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