Amrutanjan Health Care Limited · NSE:AMRUTANJAN
Amrutanjan Health Care — Q2 FY26 Earnings Presentation
31 slides from Amrutanjan Health Care's earnings presentation, Nov 10, 2025
Slide 1: Stock exchange cover letter for investor presentation
AHCL/SE/33/2025-26 November 11, 2025 The National Stock Exchange of India BSE Limited Limited Department of Corporate Services “Exchange Plaza”, C-1, Block G 1st Floor, Bandra-Kurla Complex, Bandra (E) P.J. Towers, Dalal Street, Mumbai 400 051 Mumbai 400 001 ISIN: INE098F01031 Symbol: AMRUTANJAN Scr
Slide 2: Investor Presentation Quarter & Half Year Ended 30th September 2025
Amrutanjan Health Care Limited Investor Presentation Quarter & Half Year Ended 30th September 2025 Date: 10th November 2025
Slide 3: Contents
Contents a. Business Update 1. Segment Performance 2. Activities 3. Operations b. Financials 1. Q2 FY26 Performance 2. H1 FY26 Performance c. Management Commentary Investor Presentation | Quarter and Half Year Ended 30th September 2025
Slide 4: Business Update
Business Update Investor Presentation | Quarter and Half Year Ended 30th September 2025
Slide 5: AHCL Power Brands
AHCL Power Brands (Gross Sales Nos.) Brand Amrutanjan Pain Management: 148.3 Crs Women’s Congestion: Hygiene: 66.6 6.8 Crs Crs Brand Relief Brand Comfy Rehydration: 13.6 Crs Investor Presentation | Quarter and Half Year Ended 30th September 2025 Brand Electro+
Slide 6: H1 FY 25-26: Pain Management Gross Sales Growth
H1 FY 25-26: Pain Management (Gross Sales Growth) – Continued momentum in Q2 enabled good double digit growth in H1 Pain Management Congestion Women’s Hygiene Rehydration Brand Amrutanjan Brand Relief Brand Comfy Brand Electro+ Growth H1 FY ‘26 Growth H1 FY ‘26 Growth H1 FY ‘26 Growth H1 FY ‘26 Over
Slide 7: Segment Performance: Pain Management
Segment Performance: Pain Management Head Category (Brand Amrutanjan) Body Category (Brand Amrutanjan) Internal Gross Growth Drivers (H1 FY‘26): All SKUs Contributed to the Internal Gross Sales Growth Drivers (H1 FY’26): Growth led by Maha growth Strong and Back Pain Roll On (BPRO) Big SKUs (27.5ml
Slide 8: Segment Performance: Congestion and Women's Hygiene
Segment Performance: Congestion and Women’s Hygiene Congestion (Brand Relief) Women’s Hygiene (Brand Comfy) Internal Gross Sales Growth Drivers (H1 Internal Gross Sales Growth Drivers: FY26 Vs. SPLY): Comfy XL Variant 44% Relief Inhaler 28% Value Pack (18 Units Pack) 47% Relief Mint 2% Increase in X
Slide 9: AHCL's Growth Framework
AHCL’s Growth Framework Key Growth Enablers Where to Play? • Increase market share in our existing markets • Invest and develop low contributing markets • Build new categories and formats How to win? • TV media with high impact properties • Digitally Integrated Communication Strategy – Highest inves
Slide 10: Marketing Interventions: Head and Body
Marketing Interventions: Head and Body TV Campaign • Two new films were developed with multiple Category Entry Points (CEPs) to connect with larger base of the audience • Products Covered: Yellow and White Balms and Headache Roll On • The ads highlighted the usage occasions of our range, both indoor
Slide 11: Marketing Interventions: Head and Body
Marketing Interventions: Head and Body High Impact Properties: TV In-Store Activities • Objective: Build awareness and Consideration • Objective of the activity: Build awareness and Consideration • Markets: Karnataka • Markets: Across all key markets Head Range Poster AFRR 2.5ml Poster Investor Pres
Slide 12: Consumer Engagement Activities: Head and Body
Consumer Engagement Activities: Head and Body Sampling: Pilgrimage and On Ground Activity Activity Name : Ganpati Festival Activity Name : Pandharpur Wari Festival Objective: To drive Awareness and Trial. Around 50K consumers were reached through Objective: To drive awareness and Trial. Around 1.3L
Slide 13: Marketing Interventions: Congestion
Marketing Interventions: Congestion TV Campaign and On Ground Activity Objective: To drive awareness and Consideration Markets: Tamil Nadu and Karnataka Congestion Range Poster Investor Presentation | Quarter and Half Year Ended 30th September 2025
Slide 14: Marketing Interventions: Women's Hygiene
Marketing Interventions: Women’s Hygiene TV Campaign In-Store Activities Objective: To drive awareness for Comfy and its variants Objective: To drive awareness and consideration Markets: Tamil Nadu, Karnataka, Kerala, West Bengal, Orissa, Uttar Pradesh and Bihar Markets: Across Key States of Comfy C
Slide 15: Marketing Interventions: Rehydration Category
Marketing Interventions: Rehydration Category Leveraging Digital Campaign Objective: To drive awareness and build consideration for Amrutanjan Electro+ Rehydrate as a smart, effective daily rehydration solution that helps combat tiredness and boost energy Markets: Tamil Nadu and Orissa Medium: Faceb
Slide 16: Consumer Engagement Activities: Rehydration and Body Range
Consumer Engagement Activities: Rehydration and Body Range On Ground Activity: Sampling and In-Store Visibility Objective: To drive awareness and Trial Activity: • Sampling and Physiotherapy activity in Marathons • In addition, a mega sampling activity was undertaken through Quick Commerce, wherein
Slide 17: Operations Update – Sales and Distribution
Operations Update – Sales and Distribution Sales – Execution Excellence In alignment with our vision to accelerate growth, targeted execution enhancement initiatives were implemented to strengthen operational efficiency. As a result, most key sales metrics recorded positive momentum during the quart
Slide 18: Operations Update – HR
Operations Update – HR People First Philosophy Strengthening people capabilities and fostering a people-centric environment remain integral to AHCL’s organizational philosophy. The initiatives undertaken in this direction reflect our focus on developing talent, driving engagement, and enabling every
Slide 19: Operations Update – IT
Operations Update – IT Digitization for Efficiency Improvement IT continues to serve as a strategic enabler, strengthening business operations through robust control mechanisms and seamless digital integration. All IT initiatives and projects during the year were aligned toward enhancing operational
Slide 20: Financials
Financials Investor Presentation | Quarter and Half Year Ended 30th September 2025
Slide 21: Explanatory Note on IND AS 115 Adjustments on Revenue
Explanatory Note on IND AS 115 Adjustments on Revenue: An entity shall account for consideration payable to a customer as a reduction of the transaction price and, therefore, of revenue. Consideration payable to a customer includes cash amounts that an entity pays, or expects to pay, and also includ
Slide 22: Financials – Q2 FY26
Financials – Q2 FY26 (Rs. in Crores) Net Sales Profit Before Tax Profit After Tax 19.21 117.70 15.94 109.92 13.96 11.80 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Growth: 7.08% Growth: 20.51% Growth: 18.31% Particulars Q2 FY26 Q2 FY25 Growth Revenue from Operations 117.70 109.92 7.08% Less : Ot
Slide 23: Financials – Q2 FY26
Financials – Q2 FY26 (Rs. in Crores) Net Sales - OTC Gross Sales - OTC 112.80 106.26 Particulars Q2 FY26 Q2 FY25 Growth Revenue from Operations 112.80 106.26 6.15% Less : Other Operating Revenue 0.25 0.29 Add : IND AS 115 adjustments 5.52 1.88 Add : GST 8.56 8.68 Gross Sales 126.62 116.52 8.67% Q2 F
Slide 24: Financials – Q2 FY26
Financials – Q2 FY26 (Rs. in Crores) Net Sales - Beverages Gross Sales - Beverages 4.29 3.39 Particulars Q2 FY26 Q2 FY25 Growth Revenue from Operations 4.29 3.39 26.55% Less : Other Operating Revenue 0.02 0.00 Add : IND AS 115 adjustments 0.56 0.11 Add : GST 0.43 0.42 Gross Sales 5.25 3.92 33.93% Q2
Slide 25: Financials – H1 FY26
Financials – H1 FY26 (Rs. in Crores) Net Sales Profit Before Tax Profit After Tax 211.75 22.27 193.65 30.51 22.29 16.41 H1 FY26 H1 FY25 H1 FY26 H1 FY25 H1 FY26 H1 FY25 Growth: 9.35% Growth: 36.88% Growth: 35.71% Particulars H1 FY26 H1 FY25 Growth Revenue from Operations 211.75 193.65 9.35% Less : Ot
Slide 26: Financials – H1 FY26
Financials – H1 FY26 (Rs. in Crores) Net Sales - OTC Gross Sales - OTC 198.38 178.89 Particulars H1 FY26 H1 FY25 Growth Revenue from Operations 198.38 178.89 10.89% Less : Other Operating Revenue 0.38 0.47 Add : IND AS 115 adjustments 10.05 4.38 Add : GST 15.37 14.24 Gross Sales 223.42 197.05 13.38%
Slide 27: Financials – H1 FY26
Financials – H1 FY26 (Rs. in Crores) Net Sales - Beverages Gross Sales - Beverages 14.34 12.05 Particulars H1 FY26 H1 FY25 Revenue from Operations 12.05 14.34 Less : Other Operating Revenue 0.04 0.06 Add : IND AS 115 adjustments 1.57 0.72 Add : GST 1.36 1.81 Gross Sales 14.94 16.81 H1 FY26 H1 FY25 G
Slide 28: Expenses – H1 FY26
Expenses – H1 FY26 (Rs. in Crores) Employee Benefit Expenses 31.96 28.38 H1 FY26 H1 FY25 Increase : 12.61% Advertisement & Selling Expenses Other Expenses 23.67 26.64 26.03 21.12 H1 FY26 H1 FY25 H1 FY26 H1 FY25 Decrease : 10.77% Increase : 2.34% Investor Presentation | Quarter and Half Year Ended 30
Slide 29: Management Commentary
Management Commentary Investor Presentation | Quarter and Half Year Ended 30th September 2025
Slide 30: Management Commentary
Management Commentary 1. The new GST law came into effect late September which impacted our quarter end billing resulting in softness in reported top line. 2. We had taken a goal to increase our chemist channel reach by 100K outlets(by year end). Initial RMS data numbers show movement in the right d
Slide 31: Investor Presentation | Quarter and Half Year Ended 30th September 2025
Investor Presentation | Quarter and Half Year Ended 30th September 2025
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