ALFA Finder| Revenue growth | Q2 income +11% YoY; H1 +21%; last year's ₹180 Cr one-time base. |
|---|---|
| Margins | Consolidated EBITDA 25% (H1 25.5%) vs 19% (H1 22%); structural claim unverified. |
| Order book | ₹17,496 Cr long-term contracts; ~6–7 year tenor; ₹2,200–2,500 Cr annual execution. |
| Demand visibility | ₹17,496 Cr long-term contracts; Bliss CDMO discussions described as active, unquantified. |
| Management confidence | Balanced to defensive; repeatedly declined to quantify Bliss, CDMO, M&A. |
Growth
Q2 income +11% to ₹821 Cr; EBITDA +41% on margin expansion 19%→25%; PAT +14%, margin ~8%.
Outlook
H2 FY27 consolidated revenue ~₹2,400–2,500 Cr; standalone margin guidance kept at 24–26% despite analyst-cited 34% print.
Risks
Standalone revenue hit by ₹180 Cr one-time base; working capital 271 days; deflects Bliss margin and CDMO questions.
Last quarter's promises, checked
Delivered
- Consol EBITDA margin 22–24% → 25% (= BEAT)
- Bliss debt ₹300 Cr term loan → ₹300 Cr term loan (= BEAT)
Partly delivered
- Standalone EBITDA 24–26% → 34% analyst-cited print, unverified (= PARTIAL)
Missed
- Bliss close first half Sep → closed 28 Sep (= MISS)
- Organic growth 25%±2 + Jayhawk 10–15% → H1 +21%, Q2 +11% (= MISS)
- Consol polymer share 30–35% → performance materials 28% (= MISS)
Earnings Call Transcript filed with BSE, NSE: ANURAS. Summary written with AI assistance from the document.
Anupam Rasayan India Ltd: key numbers
- Share price
- ₹1,185.80
- Market cap
- ₹13,500 Cr
- Revenue (annual)
- ₹2,365 Cr
- Net profit (annual)
- ₹170.1 Cr
- P/E (TTM)
- 74.8×Sector 28.4×
- Promoter holding
- 59.07%+0.00% QoQ
- FII holding
- 8.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Anupam Rasayan India Ltd
All →Anupam Rasayan India Investor Presentation: Key Takeaways
Q2FY27 consolidated total income ₹821 Cr (+11% YoY), EBITDA ₹202 Cr (+41%, 25% margin), PAT ₹65 Cr (+14%). Controlling stake in Bliss GVS Pharma acquired 28 Sep 2026.
Anupam Rasayan India Q2 FY27 Results: Net Profit ₹65 Cr, Up 13.6% YoY
Anupam Rasayan India Ltd reported revenue from operations of ₹805.9 Cr (+10.2% YoY) and net profit of ₹65 Cr (+13.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹65 Cr · +13.6% YoY
Anupam Rasayan India Board Meeting Date
Anupam Rasayan India scheduled a November 6, 2026 board meeting to approve unaudited standalone and consolidated results. The trading window stays closed until November 8.
Anupam Rasayan India Annual General Meeting
Anupam Rasayan India Limited filed copy of minutes of its Annual General Meeting held on September 30, 2026. The filing is procedural and carries no financial or business event.
Anupam Rasayan India Other Announcement
Anupam Rasayan India disclosed a Crisil ESG rating of 62 and Core ESG rating of 63 (Strong). No transaction or business decision is involved.
Anupam Rasayan India Share Pledge
Catalyst Trusteeship Ltd, as Debenture Trustee, received pledge on 24,62,215 shares of Anupam Rasayan India. Encumbered stake rose from 14.90% to 17.07% of total capital.