Q3 2026 Anupam Rasayan India Ltd Earnings Call Transcript
Key Points
- Anupam Rasayan India Ltd (BOM:543275) reported a consolidated revenue of INR 1730 crores for the nine months ended December 31, 2025, reflecting an 84% year-on-year growth.
- The company's EBITDA grew by 53% year-on-year to INR 402 crores, and PAT increased by 71% year-on-year to INR 166 crores.
- The acquisition of a controlling stake in Tanfac has secured uninterrupted access to key raw materials, reducing supply chain risks and enhancing cost stability.
- The company signed a definitive agreement to acquire Jayhawk Fine Chemicals, which will provide a direct manufacturing presence in the US and enhance engagement with multinational customers.
- Anupam Rasayan India Ltd's revenue mix is well diversified across Agro, Pharma, Personal Care, and Performance Material, providing portfolio balance and demand visibility.
- The Jayhawk acquisition has not yet been completed, and its financial impact is not reflected in the current quarter's results.
- Working capital intensity remains high, with a current level of around 250 days, although there are plans to reduce this in the future.
- The company faces competition from established global players in the LIPF6 market, despite its strengths in process optimization and backward integration.
- The integration of Jayhawk Fine Chemicals and the expansion into the US market may pose operational and strategic challenges.
- Despite strong growth, the company's EBITDA margin for the nine months FY'26 stood at 23%, which may indicate pressure on profitability.
Ladies and gentlemen, good day and welcome to Anupam Rasayan India Limited Q3 FY'26 earnings call. (Operators Instructions) Please note that this conference is being recorded. I now hand the conference over to Krishna Patel from EY.
Thank you and over to you.
Thank you, Vikra, and good afternoon, everyone. Welcome you all to Anupam Rasayan India Limited Q3 nine-month FY'26 earnings conference call to take us through the results and to answer your questions, we have with us the management of Anupam Rasayan India, represented by Mr. Anand Desai, the Managing Director, Mr. Gopal Agarwal, Chief Executive Officer, and Mr. Vishal Thakkar, the Deputy Chief Financial Officer.
The discussions that we may have today may contain certain forward-looking statements. Relating to the future events and future performance, numerous factors could cause the actual results to differ materially from those in the forward-looking statement. Please note the audio of this earnings call is a copyright
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