Anupam Rasayan India Earnings Call Transcript: Key Takeaways
Q2 income up 11% to ₹821 Cr; EBITDA up 41% to ₹202 Cr at 25% margin. Bliss GVS closed 28 Sep, so only three days are consolidated. Management avoided quantifying Bliss and M&A.
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Q2 income up 11% to ₹821 Cr; EBITDA up 41% to ₹202 Cr at 25% margin. Bliss GVS closed 28 Sep, so only three days are consolidated. Management avoided quantifying Bliss and M&A.
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 started FY27 with 36% revenue growth, primarily driven by the Jehoshaphat (J-Hock) acquisition and new product commercialization in flow chemistry.
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.
Q4FY25 saw 31% QoQ consolidated revenue growth. Full year FY25 consolidated revenue was ₹14,485 Mn, a 4% YoY degrowth, reflecting H1 macro weakness recovered in H2.
Anupam Rasayan delivered record FY26 revenue of ₹2,384cr, up 65% YoY, driven by acquisitions and diversification into Pharma and Fluorination.
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.
Anupam Rasayan announced the acquisition of Bliss GVS Pharma (43.3-48.2% stake plus open offer) to expand into pharmaceutical formulations and regulated markets like the USA.
Anupam Rasayan reported record FY26 consolidated revenue of ₹23,836 Mn (up 65% YoY) and PAT of ₹2,222 Mn (up 39% YoY). Strategy focuses on backward integration via Tanfac and US expansion through Jayhawk acquisition.