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Investor Presentation

Anupam Rasayan India Investor Presentation: Key Takeaways

Anupam Rasayan reported strong Q1FY27 consolidated revenue of ₹6,675 Mn, up 36% YoY. Strategy focuses on expanding the fluorination and CDMO platforms via strategic acquisitions of Jayhawk and Bliss GVS Pharma.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth36% YoY Consolidated
MarginsConsolidated EBITDA margins stable at 26%
Order bookRecent LOIs/Contracts total ₹17,496 Crores
Demand visibilityStrong, backed by long-term LOIs and contracts
Management confidenceHigh, citing strong product pipeline and sustained momentum

Growth

Consolidated Revenue grew 36% YoY to ₹6,675 Mn; EBITDA grew 35% to ₹1,749 Mn; PAT grew 6% to ₹512 Mn.

Outlook

Strong order book of ₹17,496 Cr. Commercializing ETFA via flow chemistry and expanding into battery chemicals by FY27.

Risks

Finance costs rose significantly YoY. Risks include international growth management and currency fluctuations.

Last quarter's promises, checked

Delivered

  • Guided working capital improvement → delivered OCF of ₹334 Cr (= BEAT)
  • Targeted 24%-odd EBITDA margin → delivered 26% (= BEAT)
  • Guided 60-70% annual revenue growth for FY26 → delivered 65% (= BEAT)

Partly delivered

  • Guided 25% tax rate → delivered Q1FY27 PAT growth of only 6% despite 36% revenue growth (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ANURAS. Summary written with AI assistance from the document.

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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