Q2 2025 Anupam Rasayan India Ltd Earnings Call Transcript
Key Points
- Anupam Rasayan India Ltd (BOM:543275) reported a 16% increase in operating revenue for Q2 FY25 compared to Q1 FY25.
- The company is seeing strong growth in its Pharma and Polymer segments, driven by the launch of 17 new molecules in FY24.
- Anupam Rasayan has expanded its plant capacity from 14,850 metric tons to 29,700 metric tons, which was commissioned in October 2024.
- The company has invested INR69 crores in a 9.2 megawatt hybrid power plant, expected to save approximately INR15 crores annually in energy costs.
- Anupam Rasayan anticipates significant contributions from its Pharma and Polymer segments, expecting them to constitute a quarter to a third of its revenue in the medium term.
- The company's operating revenue for Q2 FY25 was down 25% year-over-year compared to Q2 FY24.
- EBITDA for Q2 FY25 decreased by 26% year-over-year, translating to an EBITDA margin of 28%.
- Profit after tax for Q2 FY25 was INR31 crores, a 37% decline compared to INR49 crores in Q2 FY24.
- The company's working capital has increased due to the launch of new molecules and anticipated revenue growth, leading to higher inventory levels.
- Anupam Rasayan's top 10 customers contributed 91% of its revenue in Q2 FY25, indicating a high customer concentration risk.
Ladies and gentlemen, good day, and welcome to Anupam Rasayan India Limited Q2 and H1 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. (inaudible) from EY. Thank you, and over to you, sir.
Thank you, and good afternoon, everyone. Welcome to Anupam Rasayan India Limited Q2 and H1 FY25 earnings call. Please note that a copy of the disclosure is available on the Investors section of the website as well as on the stock exchange.
Anything said on this call, which reflects the outlook towards the future or which could be construed as a forward-looking statement must be reviewed in conjunction with the risk that the company faces. We note that the audio of the earnings call is a copyrighted material of Anupam Rasayan and cannot be copied or rebroadcasted, attributed in press or media without specific or written consent of the company.
Today, from the management side, we have with us Mr. Anand Desai, Managing Director; Mr. Gopal Agrawal,
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