Financial Performance Summary

Quarterly Performance (Q2 FY27 vs Q2 FY26):

  • Total Revenue: ₹821 Cr (vs ₹739 Cr), up 11% YoY
  • EBITDA: ₹202 Cr (vs ₹144 Cr), up 41% YoY
  • EBITDA Margin: 25% (vs 19%)
  • PAT: ₹65 Cr (vs ₹57 Cr), up 14% YoY

Half-Yearly Performance (H1 FY27 vs H1 FY26):

  • Total Revenue: ₹1,489 Cr (vs ₹1,230 Cr), up 21% YoY
  • EBITDA: ₹377 Cr (vs ₹273 Cr), up 38% YoY
  • EBITDA Margin: 25% (vs 22%)
  • PAT: ₹116 Cr (vs ₹106 Cr), up 10% YoY

Strategic Developments

New Contract:

  • Signed a six-year long-term supply agreement with a US-based specialty metal manufacturer
  • This marks the company's entry into the geological resources sector
  • Aims to diversify customer base and build long-term strategic partnership

Acquisition:

  • Successfully completed acquisition of 50.07% stake in Bliss GVS Pharma
  • Secured controlling interest in the pharmaceutical company
  • Brings complementary capabilities in finished dosage formulations
  • Provides opportunities to strengthen presence across pharmaceutical value chain
  • Expected to leverage operational and commercial synergies

Management Commentary

Mr. Anand Desai, Managing Director, commented:

  • H1 FY27 marked by steady progress across strategic priorities
  • Expansion into new end markets continued
  • Q2 FY27 achieved highest-ever quarterly consolidated revenue
  • Progress made across key segments including Pharmaceuticals, Performance Materials, and other specialized segments
  • Focus remains on building a globally integrated specialty chemicals platform
  • Future priorities include disciplined execution, optimal utilization of capital employed, successful integration of strategic investments, and enhancement of manufacturing and technological capabilities

Company Overview

Anupam Rasayan India Limited is a leading custom synthesis and specialty chemical company with:

  • Two business verticals: Life Science related Specialty Chemicals (Agrochemicals, Personal Care, Pharmaceuticals) and Performance Materials (Electronics & EV Chemicals, Polymers)
  • 14 manufacturing facilities (6 in Gujarat, 6 in Maharashtra, 1 in Tamil Nadu, 1 in US)
  • Aggregate installed capacity: ~200,000+ MT for Specialty Chemicals and 4,800+ Mn Units for Pharmaceutical Formulations
  • Serves over 200+ domestic and international customers
  • Offers multistep synthesis and complex chemical reactions technologies