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Earnings Call

Anupam Rasayan India Earnings Call: Key Takeaways

Anupam Rasayan delivered record FY26 revenue of ₹2,384cr, driven by aggressive acquisitions (J-Hock, Bliss GVS) and a pivot from agrochemicals to high-margin pharma and polymer segments.

Why this was an Alfa AlertNot a filter event. While revenue grew 65%, it was acquisition-led and management did not specify a 10%+ beat over prior guidance.
Highlights
Revenue growth65% YoY consolidated growth; standalone up 6-7%.
MarginsEBITDA margin at 23%; expects upward bias from pharma ramp-up.
Order book₹14,000cr order book providing long-term revenue visibility.
Demand visibilityStrong visibility from ₹14,000cr order book over 6 years.
Management confidenceBalanced; focused on platform-level synergies and integration.

Growth

Revenue grew 65% YoY; standalone revenue up 6-7% reflecting a recovery and segment diversification into pharma.

Outlook

Guided 20-25% CAGR growth over 3-5 years with peak revenue potential of ₹3,500cr from current assets.

Risks

Integration risk of multiple acquisitions and high gross debt of ₹1,500cr despite improved working capital.

Source

Earnings Call filed with BSE, NSE: ANURAS. Summary written with AI assistance from the document.

Read the document ↗

Anupam Rasayan India Ltd: key numbers

Share price
₹1,192.40
Market cap
₹13,575 Cr
Revenue (annual)
₹2,365 Cr
Net profit (annual)
₹170.1 Cr
P/E (TTM)
77.7×Sector 37.5×
Promoter holding
59.07%+0.00% QoQ
FII holding
7.72%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Anupam Rasayan India Ltd

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23:45 IST NSE
Debt & Borrowing

Anupam Rasayan India Debt & Borrowing

Anupam Rasayan India Limited has allotted non-convertible debt securities. The company filed this disclosure in accordance with SEBI LODR requirements.

23:39 IST BSE
Debt & Borrowing

Anupam Rasayan India Debt & Borrowing: ₹145 Cr

Anupam Rasayan India Ltd allotted 14,500 non-convertible debentures aggregating ₹145 Crore on a private placement basis. The proceeds will be used for debt repayment and corporate purposes.

Value
₹145.0 Cr
21:46 IST BSE
Debt & Borrowing

Anupam Rasayan India Debt & Borrowing: ₹160 Cr

Anupam Rasayan India Ltd. approved the private placement issuance of 16,000 non-convertible debentures (NCDs) aggregating to ₹160 Crore to Aditya Birla Capital Limited.

Value
₹160.0 Cr
From
Aditya Birla Capital Limited
Execution
13 months
20:52 IST BSE
Debt & Borrowing

Anupam Rasayan India Debt & Borrowing: ₹300 Cr

Anupam Rasayan approved a corporate guarantee of up to ₹300 Crore and a share pledge for financing availed by its subsidiary, Mates Visa Consultancy.

Value
₹300.0 Cr
22:38 IST NSE
Board Meeting Date

Anupam Rasayan India Board Meeting Date

Anupam Rasayan India Ltd has scheduled a board meeting for September 19, 2026, to discuss potential fund-raising via a debt issue.

22:28 IST BSE
Board Meeting Date

Anupam Rasayan India Board Meeting Date

Anupam Rasayan India Ltd announced a Board Meeting on September 19, 2026, to consider raising up to ₹160 Crore via non-convertible debentures.

Value
₹160.0 Cr