Anupam Rasayan India Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Anupam Rasayan reported a strong Q1 FY27: Total Income up 36% YoY to INR 668 Cr, EBITDA up 35% YoY to INR 175 Cr (26% margin). PAT grew 6% to INR 51 Cr. This reflects momentum from new products and healthy demand.

The company commercialized Ethyl Trifluoroacetate (ETFA) using flow chemistry, a global first enhancing fluorination expertise. A $300M LOI with BASQUEVOLT signals entry into high-growth EV applications. Cumulative LOIs stand at INR 18,000 Cr potential business.

Jayhawk acquisition is integrating well, contributing 20-22% of revenue with robust 19-20% EBITDA margins, strengthening US presence and semicon/defense portfolios. The Bliss GVS acquisition is on track for early September closure, aiming for 60-70% capacity utilization in pharma.

Management remains confident, highlighting strategic diversification and a strong pipeline for sustained growth. The major capex cycle is largely complete, signaling reduced future capital requirements.