Q3 2025 Anupam Rasayan India Ltd Earnings Call Transcript
Key Points
- Anupam Rasayan India Ltd (BOM:543275) reported a 22% increase in consolidated operating revenue for Q3 FY25 compared to Q3 FY24, driven by growth in the Pharma and Polymer segments.
- The company achieved a consolidated EBITDA margin of 31% for Q3 FY25, attributed to a favorable product mix and strong margins.
- Anupam Rasayan India Ltd anticipates a 30% to 35% revenue increase in FY26, supported by demand momentum and customer uptake.
- The company has invested INR59 crore in a 9.2-megawatt hydropower plant, enhancing its commitment to sustainable energy and cost savings.
- Anupam Rasayan India Ltd's order book stands at approximately INR10,300 crore, with a significant portion expected to be commercialized by FY26, indicating strong future revenue potential.
- The Agro segment has faced challenges, with a significant customer withdrawal impacting agchem sales, contributing to lower revenue from this segment.
- Operating revenue for the nine months of FY25 was down 13% YoY, indicating challenges in maintaining consistent growth across all segments.
- The company has a high inventory level, which has been a concern due to slower sales growth and increased production, affecting working capital efficiency.
- Anupam Rasayan India Ltd's working capital days have expanded, with a target to reduce them to 180-200 days over the next 18-24 months.
- The company has seen an increase in debt levels, with gross debt standing at approximately INR1,200 crore as of December 31, 2024, indicating a need for better cash flow management.
Ladies and gentlemen, good day, and welcome to the Anupam Rasayan India Ltd Q3 FY25 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Kanav Khanna, E&Y Investor Relations. Thank you, and over to you, sir.
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Good evening and welcome to Anupam Rasayan India Ltd Q3 FY25 Earnings Call. Please note that 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 forward-looking statements must be reviewed in conjunction with the risks that the company faces.
Please note that the audio of the earnings call is the copyright material of Anupam Rasayan and cannot be copied or rebroadcasted attributed in the 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
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