Balaji Amines Faces Supply Shock Amid Middle East War

is facing operational disruptions due to shortages of ammonia, a key raw material used in producing methylamines and ethylamines. The shortage stems from logistics challenges triggered by the ongoing Middle East conflict, which has disrupted the supply of LNG—an essential input for ammonia production in India. Several domestic ammonia producers have invoked force majeure, limiting their ability to supply the chemical. As a result, some of Balaji Amines’ plants are currently non-operational, and the company has not yet quantified the financial or operational impact. The stock has already been under pressure, trading near its 5-year low and declining about 8% since the conflict began. Notably, the stock had already lost nearly 80% from its September 2021 peak, indicating bearish sentiment well before the current supply disruption. 📌 Disclaimer: This content is for information only and not investment advice. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered advisor before making any investment decisions.