Amrutanjan Health Care Limited · NSE:AMRUTANJAN

Amrutanjan Health Care — Q3 FY26 Earnings Presentation

29 slides from Amrutanjan Health Care's earnings presentation, Feb 3, 2026

  1. Slide 1: Stock exchange cover letter for investor presentation

    AHCL/SE/40/2025-26 February 4, 2026 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 Scri

  2. Slide 2: Investor Presentation Quarter & Period Ended 31st December 2025

    Amrutanjan Health Care Limited Investor Presentation Quarter & Period Ended 31st December 2025 Date: 3rd February 2026

  3. Slide 3: Contents

    Contents a. Business Update 1. Segment Performance 2. Activities 3. Operations b. Financials 1. Q3 FY26 Performance 2. YTD Dec’25 Performance c. Management Commentary Investor Presentation | Quarter and Period Ended 31st December 2025

  4. Slide 4: Business Update

    Business Update Investor Presentation | Quarter and Period Ended 31st December 2025

  5. Slide 5: AHCL Power Brands

    AHCL Power Brands (Gross Sales Nos.) Brand Amrutanjan Pain Management: 247.9 Crs Women’s Congestion: Hygiene: 106.8 14.1 Crs Crs Brand Relief Brand Comfy Rehydration: 17.0 Crs Brand Electro+ Investor Presentation | Quarter and Period Ended 31st December 2025

  6. Slide 6: YTD Dec FY26: Pain Management continued its growth momentum

    YTD Dec FY ‘26: Pain Management (Gross Sales Growth) continued its growth momentum resulting in double digit growth Pain Management Congestion Women’s Hygiene Rehydration Brand Amrutanjan Brand Relief Brand Comfy Brand Electro+ Growth YTD Dec FY ‘26 Growth YTD Dec FY ‘26 Growth YTD Dec FY ‘26 Growth

  7. Slide 7: Segment Performance: Pain Management

    Segment Performance: Pain Management Head Category (Brand Amrutanjan) Body Category (Brand Amrutanjan) Gross Sales Growth Drivers (YTD Dec FY‘26): All variants (Yellow Balm, Gross Sales Growth Drivers (YTD Dec FY’26): Growth led by Back Pain White Balm and Head Roll On) contributed to the growth Rol

  8. Slide 8: Segment Performance: Congestion and Women's Hygiene

    Segment Performance: Congestion and Women’s Hygiene Congestion (Brand Relief) Women’s Hygiene (Brand Comfy) Gross Sales Growth Drivers (YTD Dec FY‘26): Gross Sales Growth Drivers (YTD Dec FY‘26): Relief Rubs 27% Comfy XL Variant 41% Relief Inhaler 19% Value Pack (18 Units Pack) 46% Increase in XL Va

  9. Slide 9: AHCL's Growth Framework

    AHCL’s Growth Framework Key Strategic Objectives • Drive Penetration through: • Strengthening our presence in core markets • Investing and developing low contribution markets • Grow the sales network thereby increasing the reach • Expanding the product portfolio through building new categories, form

  10. Slide 10: New Launch: Comfy Night Pads

    New Launch Comfy Night Pads • In line with our plan to launch premium napkins, Comfy Slimfit XXL (Night pads) was launched in Q3 FY’26 • With increasing consumer demand, nights pads is a fast growing segment in the Sanitary napkins category • The launch was supported with adequate in-shop activation

  11. Slide 11: Reaching the Last Mile Retailer: Van Initiative

    Reaching the Last Mile Retailer: Van Initiative Rural Van Activity • Objective: Expansion of the rural market coverage of AHCL and expanding Sub distributor coverage • Markets Covered: Uttar Pradesh, Tamil Nadu, Maharashtra, Gujarat, Madhya Pradesh, Chhattisgarh, Jharkhand, Andhra Pradesh and Telang

  12. Slide 12: Marketing Interventions: Head and Body

    Marketing Interventions: Head and Body TV Campaign and High Impact Properties • AHCL continued with the high impact TV campaign in Q3 FY ‘26 as well. HSM media has started during this period with high impact properties • Objective of the Campaign: Build awareness for the brands • Markets: All the ke

  13. Slide 13: Marketing Interventions: Head and Body

    Marketing Interventions: Head and Body High Impact Properties: Bigg Boss In-Store Activities • Objective: Build awareness and Consideration • Objective of the activity: Build awareness and Consideration • Markets: Karnataka • Markets: Across all key markets Bigg Boss Kannada Association In-Store Vis

  14. Slide 14: Consumer Engagement Activities: Head and Body

    Consumer Engagement Activities: Head and Body Sampling: On Ground Activity Objective: To drive Awareness and Trial. The plan is to reach around 300K consumers across different segments. The touch points include high foot fall areas, corporates, pilgrimage and mandis Markets: Tamil Nadu, Kerala, Andh

  15. Slide 15: Marketing Interventions: Women's Hygiene

    Marketing Interventions: Women’s Hygiene TV Campaign Consumer Engagement: Sampling AHCL continued with the high impact TV campaign in Q3 FY ‘26 as well Objective: To drive Awareness and Trial Objective: To drive awareness for Comfy and its variants Markets: The activity was done in schools in the st

  16. Slide 16: Operations Update – Sales and Distribution

    Operations Update – Sales and Distribution Distribution Sales In line with our strategic objectives, specific execution enhancement measures were undertaken to strengthen the operational efficiency. As a result, most key sales metrics recorded positive momentum during the quarter Sales Infrastructur

  17. Slide 17: Operations Update – HR

    Operations Update – HR HR Initiatives Transitioning to the new Labour Employee Engagement Surveys Codes • HR had launched employee • Restructuring the salary in line engagement survey to assess with the code on wage the engagement levels. Gaps • Review compliance requirement had been identified and

  18. Slide 18: Financials

    Financials Investor Presentation | Quarter and Period Ended 31st December 2025

  19. Slide 19: 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

  20. Slide 20: Financials – Q3 FY26

    Financials – Q3 FY26 (Rs. in Crores) Net Sales Profit Before Tax Profit After Tax 141.04 26.36 25.99 122.75 19.45 19.25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Growth: 14.90% Growth: 1.42% Growth: 1.04% Particulars Q3 FY26 Q3 FY25 Growth Revenue from Operations 141.03 122.75 14.90% Less : Ot

  21. Slide 21: Financials – Q3 FY26

    Financials – Q3 FY26 (Rs. in Crores) Net Sales - OTC Gross Sales - OTC 137.22 117.86 Particulars Q3 FY26 Q3 FY25 Growth Revenue from Operations 137.22 117.86 16.43% Less : Other Operating Revenue 0.16 0.59 Add : IND AS 115 adjustments 6.30 3.92 Add : GST 4.97 10.69 Gross Sales 148.33 131.87 12.48% Q

  22. Slide 22: Financials – Q3 FY26

    Financials – Q3 FY26 (Rs. in Crores) Net Sales - Beverages Gross Sales - Beverages 4.42 3.09 Particulars Q3 FY26 Q3 FY25 Revenue from Operations 3.09 4.42 Less : Other Operating Revenue 0.01 0.01 Add : IND AS 115 adjustments 0.38 0.54 Add : GST 0.18 0.59 Gross Sales 3.64 5.54 Q3 FY26 Q3 FY25 Net Sal

  23. Slide 23: Financials – YTD Dec'25

    Financials – YTD Dec’25 (Rs. in Crores) Net Sales Profit Before Tax Profit After Tax 56.87 352.78 41.73 316.40 48.28 35.66 YTD Dec'25 YTD Dec'24 YTD Dec'25 YTD Dec'24 YTD Dec'25 YTD Dec'24 Growth: 11.50% Growth: 17.79% Growth: 17.02% Particulars YTD Dec25 YTD Dec24 Growth Revenue from Operations 352

  24. Slide 24: Financials – YTD Dec'25

    Financials – YTD Dec’25 (Rs. in Crores) Net Sales - OTC Gross Sales - OTC 335.60 296.75 Particulars YTD Dec25 YTD Dec24 Growth Revenue from Operations 335.60 296.75 13.09% Less : Other Operating Revenue 0.54 1.06 Add : IND AS 115 adjustments 16.35 8.30 Add : GST 20.34 24.93 Gross Sales 371.75 328.92

  25. Slide 25: Financials – YTD Dec'25

    Financials – YTD Dec’25 (Rs. in Crores) Net Sales - Beverages Gross Sales - Beverages 18.76 15.14 Particulars YTD Dec25 YTD Dec24 Revenue from Operations 15.14 18.76 Less : Other Operating Revenue 0.05 0.07 Add : IND AS 115 adjustments 1.95 1.26 Add : GST 1.54 2.40 Gross Sales 18.58 22.35 YTD Dec'25

  26. Slide 26: Expenses – YTD Dec'25

    Expenses – YTD Dec’25 (Rs. in Crores) Employee Benefit Expenses 48.11 43.09 YTD Dec'25 YTD Dec'24 Increase : 11.65% Advertisement & Selling Expenses Other Expenses 42.46 40.23 41.23 38.37 YTD Dec'25 YTD Dec'24 YTD Dec'25 YTD Dec'24 Increase : 5.54% Increase : 7.45% Investor Presentation | Quarter an

  27. Slide 27: Management Commentary

    Management Commentary Investor Presentation | Quarter and Period Ended 31st December 2025

  28. Slide 28: Management Commentary

    Management Commentary 1. Your Management team delivered double digit growth in revenue and profits backed by strong execution 1. For the Quarter ending in Dec 31st, 2025 – OTC business(excluding Comfy) grew by 14.3% and Comfy brand grew by 22.6% 2. For the Nine months ending in Dec 31st, 2025 - OTC

  29. Slide 29: Investor Presentation | Quarter and Period Ended 31st December 2025

    Investor Presentation | Quarter and Period Ended 31st December 2025

Amrutanjan Health Care — Q3 FY26 Earnings Presentation on 6ix