Anuh Pharma Limited — PPTs, 29-05-2025: Investor Presentation

1. Financial Highlights:

Anuh Pharma posted record quarterly revenue of ₹199.54 Cr in Q4, lifting full-year revenue modestly to ₹670.97 Cr from ₹659.10 Cr. Q4 EBITDA jumped 27.6% to ₹20.07 Cr, reflecting better efficiency, though full-year EBITDA fell to ₹70.36 Cr from ₹87.25 Cr due to earlier headwinds. Profit Before Tax grew 30.3% QoQ to ₹17.28 Cr but declined 22.1% YoY to ₹61.00 Cr. Return on Capital Employed stayed solid at 18.85%. Exports contributed about 55% of sales, with a growing client base now at 737, including 304 export buyers.

2. Strategic Initiatives & Growth Drivers:

API capacity expanded from 1,800 MT to 2,200 MT, with plans to add 300 MTPA of intermediates next year. Six new APIs were launched this year; 5-6 more are planned for FY26, focusing on complex chemistries and lifestyle therapies like diabetes, hypertension, and obesity. The company targets steady 15-16% annual growth driven by product innovation, market expansion, and inorganic opportunities.

3. Business Developments:

No new acquisitions or partnerships announced. Commercial production continues from the advanced EUGMP/WHO-prequalified facility in Tarapur, supporting broader product offerings and enhanced market access.

4. Market Position & Competitive Advantage:

Anuh Pharma holds leadership in macrolides, anti-TB APIs, and other niche segments, backed by multiple global regulatory approvals, strong backward integration, ample capacity, solid financials, and robust R&D. Its footprint covers 59 countries across Asia, Africa, Europe, Latin America, and North America.

5. Investor Implications:

Q4’s strong operational momentum signals recovery from earlier setbacks. Expansion into complex and lifestyle APIs matches evolving demand profiles, presenting positive growth potential. Key areas to watch include execution on capacity ramp-up and new product launches to maintain margin improvements and growth trajectory.