ANURASNSEAnupam Rasayan India LimitedLowNeutral
Announced Sat, 30 May · 13:15 IST

Anupam Rasayan India Limited has informed the Exchange about Transcript

Order Pipeline DisclosedInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+2.3%1-day move
₹1291.00
prior close
₹1299.80
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.3-0.8+0.1-0.5+2.3+2.8+4.2+2.2+0.4-1.6-0.5-2.2
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AI summary

Anupam Rasayan reported FY26 revenue of INR 2,384 crores, up 65% YoY, with EBITDA of INR 543 crores (23% margin) and PAT of INR 222 crores (9% margin). The company delivered operating cash flow of INR 334 crores. Revenue mix improved with agrochemicals now at 55% (down from 76% in FY22), while pharma grew 15x to 20% and performance materials tripled to 18%. Management announced acquiring 43.3%-48.2% stake in Bliss GVS Pharma (INR 927 crores revenue) via INR 300 crores NCD and quasi-equity funding, expected to be EPS accretive. Pro forma consolidated revenue across all entities (Anupam, Tanfac, Jayhawk, Bliss) would be over INR 4,000 crores with EBITDA of ~INR 834 crores. The order book stands at INR 14,000 crores. Peak standalone revenue potential from current INR 2,500 crores gross block is INR 3,500 crores. No major capex planned; maintenance capex expected at INR 50-75 crores annually.

Likely market impact

The diversified growth platform with multiple acquisitions (Tanfac, Jayhawk, Bliss GVS) and strong order pipeline supports management's guided 20-25% CAGR over 3-5 years. Working capital improvement trajectory continues with upward bias on margins from higher pharma/polymer contribution. Current net debt of ~INR 1,100 crores against INR 650+ crore EBITDA provides comfortable leverage headroom.