Anupam Rasayan India (ANURAS) — concall transcript

📢 Key Event
Anupam Rasayan reported strong Q1 FY27 growth and progress on Bliss GVS Pharma acquisition targeting September 2026 closure.

🔄 What Changed
Consolidated EBITDA grew 35% YoY to ₹175 crores, and PAT margin improved to 8% from prior period, reflecting operational efficiency despite stable interest and depreciation costs.

🔮 What's Next
Consolidated EBITDA margins projected at 22-24% over next 2-3 years; CAPEX of INR70-80 crores planned for FY27-FY28; Bliss acquisition expected to close by H1 September 2026.

💡 Investor Takeaway
Shareholders benefit from accelerating growth in high-margin pharma and performance materials segments, driven by strategic acquisitions and commercialization of ETFA, with margins expected to expand sustainably.

Anupam Rasayan India reported 36% YoY growth in consolidated total income to [amount context mismatch] crores and 35% YoY growth in consolidated EBITDA to ₹175 crores for Q1 FY27, with PAT rising 6% to ₹51 crores. Management highlighted progress on the Bliss GVS Pharma acquisition, targeting closure by H1 September 2026, and the commercialization of ETFA via flow chemistry. Jayhawk contributes 20-22% of revenue with 19-20% EBITDA margins, while polymer business is expected to represent 20-25% standalone and 30-35% consolidated revenue. EBITDA margins are projected at 22-24% consolidated over the next 2-3 years, with CAPEX of INR70-80 crores planned for FY27-FY28. The company emphasized diversification into pharma and performance materials, with 65+ molecules in R&D and LOIs representing ~INR 18,000 crores of potential business. No specific timeline was provided for an API plant acquisition, though exploration is ongoing post-Bliss integration. The strategic focus remains on scaling high-margin segments and leveraging Jayhawk for semiconductor and defense applications.

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About Anupam Rasayan India Ltd (ANURAS)

Chemicals · Chemicals · Listed on BSE

Market Cap: ₹14,369.93 Cr P/E: 82.1 ROE: 8.2% ROCE: 10.4% Div Yield: 0.12%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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