ALKYLAMINE

What Alkyl Amines Chemicals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 8 tracked 1 delivered 3 missed 4 open
  • Acetonitrile Anti-Dumping Duty Benefit delivered, diluted said Q4 FY25 Promised: Impact expected after 90-100 day MoF approval window Q4 FY26: Management confirmed that towards the end of the year, pricing and volumes for acetonitrile improved as Chinese competitors eased aggressive pricing, partially realizing the benefits of the anti-dumping duty as guided in Q2.
  • FY26 Volume Growth missed said Q4 FY25 Promised: 10% to 15% double digit growth Q4 FY26: Management confirmed FY26 volume growth was flat, with tonnage up by only 1% YoY, missing the original 10-15% target and confirming the 'subdued' revision.
  • New Product Mechanical Completion delayed said Q4 FY25 Promised: December 2025 or January 2026 Q4 FY26: Mechanical completion timeline pushed again to the end of June 2026, with commissioning now expected in early Q1 FY27. This is a further delay from the previously revised Feb-Mar 2026 target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 8 tracked commitments for Alkyl Amines Chemicals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens