Investor Presentation in respect of Audited Financial Results for the quarter and financial year ended March 31, 2026.
ANURAS · price
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Anupam Rasayan achieved record FY26 performance with consolidated revenue of ₹23,836 Mn (65% YoY growth) and PAT of ₹2,222 Mn (39% growth). However, Q4FY26 PAT declined 11% YoY to ₹560 Mn. The company completed the acquisition of US-based Jayhawk Fine Chemicals (~$76Mn revenue) and signed a definitive agreement to acquire 43.3-48.2% stake in Bliss GVS Pharma to expand pharmaceutical value chain capabilities. Operating cash flow hit an all-time high of ₹3,343 Mn. The disclosed order book stands at ₹14,646 Crores across multiple long-term contracts with MNCs. EBITDA margin compressed to 23% in FY26 from 28% in FY25 due to acquisition-related costs and higher input expenses.
Strong top-line growth driven by Jayhawk acquisition and new customer additions is positive, but margin contraction from 28% to 23% may concern investors focused on profitability. The ₹14,646 Cr order book provides multi-year revenue visibility, while the Bliss GVS Pharma acquisition signals continued M&A-driven expansion strategy.