Anupam Rasayan India Q2 FY27: PAT ₹51.2 & Rev ₹667.5 Cr

Investor Takeaways

Consolidated EBITDA of ₹175 crores (35% YoY growth) with stable 26% margin in Q1 FY27

PAT increased 6% YoY to ₹51.2 crores

Jayhawk acquisition expected to contribute 20-22% of quarterly revenue with 19-20% EBITDA margin

Bliss GVS integration to close in first half of September 2026

ETFA revenue contribution guidance raised to 5-30% (from initial 5-10%)

FY27 revenue growth target of 25% organic growth with Jayhawk adding 10-15% additional growth

Overall Tone: Positive

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹667.5 Cr	36%
Net Profit	₹51.2 Cr	6%
EBITDA	₹175 Cr	35%
EBITDA Margin	26%	Stable YoY
EPS	₹3.75 (Q4FY26)	-

What Changed

The filing reveals accelerating growth through strategic acquisitions and technology commercialization, with clear operational targets driving near-term value creation. Consolidated EBITDA margin remained stable at 26% YoY despite revenue growth, indicating disciplined cost management. The Jayhawk acquisition is now projected to contribute 20-22% of quarterly revenue with 19-20% EBITDA margin, up from initial expectations. Bliss GVS integration is on track for completion in September 2026, with utilization targets set at 60-70% capacity. Most significantly, ETFA revenue contribution guidance has been raised to 5-30% (from initial 5-10%), reflecting stronger commercial traction for this technology. Capital expenditure is complete for major projects with only INR 70-80 crores planned for FY27/'28, primarily for standalone business. Working capital efficiency is expected to improve by year-end, supporting cash flow generation.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Anupam Rasayan India Limited	68.36	6.04%	9.65%	15,665.53
Solar Industries India Limited	132.27	N/A	N/A	1,56,674.48
Pidilite Industries Limited	75.73	N/A	N/A	1,49,378.89
SRF Limited	69.51	N/A	N/A	79,723.46

Anupam Rasayan trades at a premium to peers on P/E ratio (68.36 vs 69.51-132.27) but demonstrates stronger profitability metrics with 6.04% ROE and 9.65% ROCE, compared to peers with N/A values for these metrics.

Risks & Concerns

No specific risks identified in this filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q4FY26	635.78	56	21.59
Q3FY26	512.45	60.59	24.88
Q2FY26	731.4	57.15	18.57
Q1FY26	485.83	48.46	25.58

📄 View Original Announcement (PDF)

📊 Stock Analysis — ANURAS ✨ Ask AI About This

About Anupam Rasayan India Limited (ANURAS)

Chemicals · Chemicals · Listed on NSE

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

View full ANURAS stock details →

📡 Get AI alerts when ANURAS files next

Free • Daily 5 PM digest • Track filings, board meetings, and corporate actions

Track ANURAS — Free

💡 Ask AI about this filing

"How will Jayhawk's 19-20% EBITDA margin impact consolidated profitability?" "What is the expected contribution of ETFA to total revenue in FY28?" "When will the API acquisition be finalized and at what valuation?"

Ask AI Free →

📊 More ANURAS filings

See all ANURAS filings →

🔥 Also filed on 20 August 2026

JSLL Jeena Sikho Lifecare Limited Financial Results SUPRAJIT Suprajit Engineering Limited Annual Report NIRAJ Niraj Cement Structurals Limited Announcement PNBHOUSING PNB Housing Finance Limited Corporate Action KRONOX Kronox Lab Sciences Limited Announcement SHRIPISTON SPR Auto Technologies Limited Corporate Action

View all today's announcements →

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

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

📡 Get AI alerts when ANURAS files new disclosures

Track ANURAS filings, board meetings, and corporate actions. Free email alerts at 5 PM.