Anupam Rasayan India Ltd (NSE:ANURAS)

Q4 2025 Anupam Rasayan India Ltd Earnings Call Transcript

May 24, 2025 / 06:30 AM GMT

Transcript

Key Points

Positve

Anupam Rasayan India Ltd (BOM:543275) reported a 22% year-over-year revenue growth for Q4 FY25, indicating a positive turnaround in performance.
The company successfully launched nine new molecules across various segments, including pharma, agro, and polymer, which are expected to drive future growth.
Strong performance in the pharma and polymer segments contributed significantly to the company's top line, aligning with their strategy to diversify the revenue base.
The company has a robust order book of INR 14,646 crores, with a significant portion expected to be commercialized in FY26, providing a strong revenue pipeline.
Anupam Rasayan India Ltd (BOM:543275) is seeing strong traction in the US market, with recent contracts expected to contribute meaningfully to sales in FY26.

Negative

The company's full-year revenue for FY25 declined by 4% year-over-year, indicating challenges in maintaining consistent growth.
Working capital remains a challenge due to a recent slowdown in sales, with a focus on improving working capital intensity moving forward.
Despite the positive Q4 performance, the first half of FY25 was subdued due to weak market conditions, impacting overall annual results.
The company faces high inventory levels and receivables, which are expected to reduce over the course of the year but currently pose a financial strain.
There is a need for additional CapEx to support the ramp-up of new products, particularly in the battery chemicals segment, which could impact short-term financials.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ANUY.NS - Anupam Rasayan India Ltd
Q4 2025 Anupam Rasayan India Ltd Earnings Call
May 24, 2025 / 06:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Q4 F 525, Anupamayan India Limited earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Krishna Patel from EY.

Thank you and over to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2 [2]
------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.