Anupam Rasayan India Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Anupam Rasayan reported strong Q1FY26 consolidated revenue of ₹490.7 Cr, up 89% YoY, with PAT at ₹48.5 Cr, a 297% increase. Consolidated EBITDA rose 118% to ₹129.2 Cr, with margins at 26%. Management sees a growth resurgence, with pharma and polymer performing well, and agrochem recovering. Exports accounted for 58% of revenue, with USA and Japan showing positive trends. The order book stands strong at ₹14,646 Cr, bolstered by new agreements. Strategic focus remains on custom synthesis, expanding fluorination chemistry (aided by Tanfac), and R&D, positioning the company for continued growth.