Anupam Rasayan India Limited — PPTs, 13-08-2025: Investor Presentation

**1. Financial Highlights:**

Anupam Rasayan reported robust Q1FY26 consolidated revenue of ₹490.7 Cr, up 89% YoY. Consolidated EBITDA grew 118% YoY to ₹129.2 Cr, with margins expanding to 26%. Consolidated Profit After Tax (PAT) surged 297% YoY to ₹48.5 Cr, improving PAT margins to 10%.

**2. Strategic Initiatives & Growth Drivers:**

The company is focused on expanding its Pharma and Polymer product portfolios, with 65+ molecules in R&D and pilot stages across these segments. A strong order book of ₹14,646 Cr reflects significant growth momentum, boosted by new agreements with Japanese and US-based multinational companies. Expansion in fluorination chemistry, supported by backward integration with Tanfac, targets a $5Bn+ addressable market with high-value products.

**3. Business Developments:**

Anupam Rasayan added 1 new product in Q1FY26, bringing its total to 80 products. Exports comprised 58% of Q1 revenue, with encouraging trends in the USA and Japan markets. The strategic stake in Tanfac Industries continues to provide uninterrupted access to key raw materials for fluorination, enabling future growth.

**4. Market Position & Competitive Advantage:**

A custom synthesis player with over 41 years of experience, specializing in complex chemical reactions for 31 multinational and 75 total clients. The company boasts strong technical capabilities, a 90+ professional R&D team, and a vast manufacturing capacity across 6 facilities, positioning it as a partner of choice for originators.

**5. Investor Implications:**

The strong Q1 performance, coupled with a robust order book and strategic initiatives in high-growth segments like Pharma, Polymer, and Fluorination, suggests positive growth potential. The company's deep expertise and backward integration efforts enhance its competitive advantage for sustained future performance.