Anupam Rasayan India Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights:** Anupam Rasayan India Ltd reported consolidated total revenue of ₹2,959 Mn for Q2FY25, marking a 14% growth sequentially. The standalone total revenue rose 15% to ₹1,945 Mn. EBITDA stood at ₹824 Mn (28% margin) on a consolidated basis and ₹560 Mn (29% margin) on a standalone basis. Consolidated PAT for the quarter was ₹306 Mn, while standalone PAT reached ₹140 Mn.

**Strategic Initiatives and Growth Drivers:** The company added two new products, increasing the total to 73. Positive trends in the Pharma and Polymer segments are driven by the launch of over 20 new molecules in FY24 and H1FY25. Anupam anticipates a recovery in demand, particularly in the Agro segment.

**Business Developments:** Anupam continues to strengthen its position with a robust order book, including significant contracts for life sciences and other specialty chemicals valued collectively at ₹8,919 Cr.

**Market Position and Competitive Advantage:** The firm holds a strong market presence with a diverse product portfolio in specialty chemicals, emphasizing its custom synthesis capabilities for global clients. The integration with Tanfac ensures a steady supply of key raw materials, allowing for expanded fluorination product lines.

**Investor Implications:** With strong Q2 performance and optimistic growth outlook driven by new product introductions and capacity expansions, Anupam Rasayan is positioned for continued advancement. Watch for potential revenue normalization as production begins ramping up in the latter half of the fiscal year.