ALFA Finder| Revenue growth | Q2 income +11% YoY; H1 +21% YoY. |
|---|---|
| Margins | EBITDA margin 25% vs 19% YoY; richer mix. |
| Order book | Cumulative LOIs/contracts ₹17,496 Cr; several yet to commercialise. |
| Demand visibility | Six-year US specialty metal supply contract signed. |
| Management confidence | Upbeat on execution; no quantified targets. |
Growth
H1FY27 consolidated total income ₹1,489 Cr (+21% YoY), PAT ₹116 Cr (+10%). Standalone H1 revenue +2% excluding ₹180 Cr one-off sales.
Outlook
No numerical guidance given. Pipeline of 62+ molecules over two years, 48 for regulated markets.
Risks
Receivables up 65% to ₹1,582 Cr; total borrowings ₹2,458 Cr; Q2 finance cost up 56% YoY.
Last quarter's promises, checked
Delivered
- EBITDA margin 22-24% guided → 25% (= BEAT)
- Bliss ₹300 Cr debt + equity-linked balance → ₹300 Cr loan + ₹1,450 Cr NCI (= BEAT)
Partly delivered
- Bliss close by 1H Sept → stake acquired 28 Sep (= PARTIAL)
- LOIs ~₹18,000 Cr → ₹17,496 Cr (= PARTIAL)
Missed
- Organic growth 25%±2 → standalone H1 +2% ex ₹180 Cr one-off (= MISS)
- Organic 25% + Jayhawk 10-15% → consol Q2 +11%, H1 +21% (= MISS)
- WC improvement in FY27 → receivables +65% to ₹1,582 Cr (= MISS)
Investor Presentation filed with BSE, NSE: ANURAS. Summary written with AI assistance from the document.
Anupam Rasayan India Ltd: key numbers
- Share price
- ₹1,185.80
- Market cap
- ₹13,500 Cr
- Revenue (annual)
- ₹2,365 Cr
- Net profit (annual)
- ₹170.1 Cr
- P/E (TTM)
- 74.8×Sector 28.4×
- Promoter holding
- 59.07%+0.00% QoQ
- FII holding
- 8.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Anupam Rasayan India Ltd
All →Anupam Rasayan India Earnings Call Transcript: Key Takeaways
Q2 income up 11% to ₹821 Cr; EBITDA up 41% to ₹202 Cr at 25% margin. Bliss GVS closed 28 Sep, so only three days are consolidated. Management avoided quantifying Bliss and M&A.
Anupam Rasayan India Q2 FY27 Results: Net Profit ₹65 Cr, Up 13.6% YoY
Anupam Rasayan India Ltd reported revenue from operations of ₹805.9 Cr (+10.2% YoY) and net profit of ₹65 Cr (+13.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹65 Cr · +13.6% YoY
Anupam Rasayan India Board Meeting Date
Anupam Rasayan India scheduled a November 6, 2026 board meeting to approve unaudited standalone and consolidated results. The trading window stays closed until November 8.
Anupam Rasayan India Annual General Meeting
Anupam Rasayan India Limited filed copy of minutes of its Annual General Meeting held on September 30, 2026. The filing is procedural and carries no financial or business event.
Anupam Rasayan India Other Announcement
Anupam Rasayan India disclosed a Crisil ESG rating of 62 and Core ESG rating of 63 (Strong). No transaction or business decision is involved.
Anupam Rasayan India Share Pledge
Catalyst Trusteeship Ltd, as Debenture Trustee, received pledge on 24,62,215 shares of Anupam Rasayan India. Encumbered stake rose from 14.90% to 17.07% of total capital.