Balaji Amines has officially disclosed significant operational disruptions affecting its manufacturing facilities due to critical raw material shortages. The company filed an intimation under Regulation 30 with stock exchanges on March 12, 2026, reporting that some of its plants are currently non-operational due to ammonia supply constraints.

Force Majeure Conditions Impact Supply Chain

The ongoing Middle East conflict has severely disrupted global shipping lines, logistics networks, and supply chains, prompting key suppliers to invoke Force Majeure clauses. The disruption has particularly affected the supply of Liquefied Natural Gas (LNG), which serves as a critical input for ammonia production by fertilizer manufacturers across India.

Production Operations Severely Affected

The ammonia shortage has directly impacted Balaji Amines' ability to manufacture methylamines, ethylamines, and their derivatives. Ammonia serves as one of the key raw materials in these production processes, and its unavailability has forced the company to halt operations at several manufacturing units. The company stated that ammonia manufacturers have expressed their inability to supply the product during this period due to Force Majeure conditions.

Financial Impact Assessment Pending

The company has acknowledged that the financial and operational impact of this critical raw material shortage cannot be estimated at present. This uncertainty reflects the severity of the supply chain disruption and the challenges in predicting when normal operations might resume. The company's production schedules and customer commitments face significant uncertainty due to the ongoing supply constraints.

Company Response and Mitigation Efforts

Balaji Amines management is actively monitoring developments and maintaining continuous discussions with key suppliers to explore alternative sources for ammonia procurement. The company has committed to keeping stock exchanges informed of any material developments regarding the supply situation and operational recovery efforts.

Balaji amines Limited has cancelled its scheduled plant visit and management meeting with investors and analysts that was originally planned for March 13, 2026, due to unavoidable circumstances.

Official Communication Details

The company issued an official communication dated March 9, 2026, to both major stock exchanges informing them of the cancellation. The notice was addressed to:

Event Cancellation Background

The plant visit and management meeting was initially scheduled following an earlier intimation dated February 27, 2026. The event was designed to provide investors and analysts with direct access to the company's operations and management team.

Regulatory Compliance

The cancellation notice was issued under Regulation 30, ensuring compliance with disclosure requirements. Key details of the communication include:

• Document Date: March 9, 2026
• Original Event Date: March 13, 2026
• Reason: Unavoidable circumstances
• Authorized Signatory: Abhijeet Kothadiya, Company Secretary & Compliance Officer

Information Accessibility

Balaji Amines Limited has made the cancellation information available on its official website at www.balajiamines.com , ensuring transparency and easy access for all stakeholders. The company maintains its registered office at Balaji Towers, Hotgi Road, Aasara Chowk, Solapur, Maharashtra.

The specialty chemical company continues to maintain its commitment to regulatory compliance and stakeholder communication despite the scheduling change.