Anupam Rasayan India Limited — PPTs, 17-10-2025: Investor Presentation

Anupam Rasayan delivered a stellar Q2 & H1 FY26 performance. Consolidated revenue for H1FY26 hit ₹1,229.9 Cr, soaring 121% year-on-year, with PAT at ₹105.6 Cr, a 147% jump. Q2FY26 saw consolidated revenue of ₹739.2 Cr, up 149% year-on-year and 51% sequentially. Management noted H1 FY26 revenue already surpassed total FY25 revenue, demonstrating strong business resilience. Life Science related specialty chemicals contribute 84% of revenue, with Performance Materials making up 16%.

Key growth drivers include expanding the Polymer and Pharma product portfolios, with 10+ pharma and 2 polymer molecules commercialized, and many more in R&D. The company is also focusing on fluorination chemistry, strengthened by its Tanfac acquisition, to secure raw materials and launch high-value products. Anupam has a robust order book worth ₹14,646 Cr.

A notable recent development is adding 1 new product in Q2FY26, bringing the total to 81. Management is upbeat on performance, highlighting robust growth and operational excellence.