Anupam Rasayan India Ltd. · NSE:ANURAS
Anupam Rasayan India — Q4 FY26 Earnings Presentation
30 slides from Anupam Rasayan India's earnings presentation, May 23, 2026
Slide 1: Exchange filing cover letter: Investor Presentation Q4 & FY26
ANUPAM RASAYAN INDIA LTD. R ARILSLDSTX20260523016 Date: May 23, 2026 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, ‘Exchange Plaza’, C-1, Block-G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai-400001, India. Mumbai-400051, India. SCRIP CODE: 5432
Slide 2: Anupam Rasayan India Limited Q4 & FY26
Anupam Rasayan India Limited Q4 & FY26 May 2026
Slide 3: Safe Harbour
Safe Harbour Anupam Rasayan India Limited | ‹#› 2 This presentation and the accompanying slides (the “Presentation”), which have been prepared by Anupam Rasayan India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invita
Slide 4: Quarterly & Full Year Highlights
01 Quarterly & Full Year Highlights
Slide 5: Highest Ever Annual Performance
Highest Ever Annual Performance Anupam Rasayan India Limited | ‹#› 4 Standalone Consolidated Q4FY26 FY26 Q4FY26 FY26 ₹3,731 Mn ₹16,955 Mn ₹6,392 Mn ₹23,836 Mn Total Revenue Y-o-Y growth of 11% Y-o-Y growth of 86% Y-o-Y growth of 26% Y-o-Y growth of 65% ₹1,035 Mn ₹4,252 Mn ₹1,407 Mn ₹5,430 Mn EBITDA
Slide 6: Key Highlights
Key Highlights Anupam Rasayan India Limited | ‹#› 5 • During the year, the Company successfully concluded the acquisition of Jayhawk Fine Chemicals, marking a significant milestone in its journey toward building a globally integrated specialty chemicals and CDMO platform. Jayhawk delivered strong pr
Slide 7: Managing Director's Message
Managing Director’s Message Anupam Rasayan India Limited | ‹#› 6 Mr. Anand S Desai “We are pleased to share that FY26 has been a landmark year for Anupam Rasayan, M A NA GING DIRECTOR marked by strong operational execution, strategic expansion, and continued progress toward building a globally integ
Slide 8: Consolidated Quarterly & Full Year Profit & Loss
Consolidated Quarterly & Full Year Profit & Loss Anupam Rasayan India Limited | ‹#› 7 Mr. Anand S Desai Particulars (₹ Mn) Q4FY26 Q4FY25 YoY FY26 FY25 M A NA GING DIRECTOR YoY Revenue from Operations 6,358 5,002 23,655 14,370 Other Income 34 55 182 115 Total Income 6,392 5057 26% 23,836 14,485 65% C
Slide 9: Consolidated Balance Sheet
Consolidated Balance Sheet Anupam Rasayan India Limited | ‹#› 8 Mr. Anand S Desai Assets (₹ Mn) Mar-26 Mar-25 Equity & Liabilities (₹ Mn) M A NA GING DIRECTOR Mar-26 Mar-25 Non Current Asset 42,851 26,959 Shareholders' Funds 33,338 28,503 Non Controlling Interest 12,962 2,313 Net Fixed Asset 38,272
Slide 10: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Anupam Rasayan India Limited | ‹#› 9 Mr. Anand S Desai Particulars (₹ Mn) Mar-26 Mar-25 M A NA GING DIRECTOR Net Profit Before Tax 2,544 1,979 Adjustments for: Non -Cash Items / Other Investment or Financial Items 2,957 2,065 Operating profit before working capital c
Slide 11: Business Overview
02 Business Overview
Slide 12: Leading Custom Synthesis Manufacturer
Leading Custom Synthesis Manufacturer Anupam Rasayan India Limited | ‹#› 11 Fastest growing Specialty Chemical 4 Decades 8 Manufacturer with focus on Custom Backward Integrated State of the Art Synthesis. of strong track record Fluorination Player with Strong Supply Manufacturing Plants Chain Longst
Slide 13: Evolution of Anupam
Evolution of Anupam Anupam Rasayan India Limited | ‹#› 12 PH AS E III- PH AS E I- IN CEPT ION PHAS E II- BUILD UP T H E ACCELERA T I ON 1984 2021 2016 Formed partnership firm “Anupam • Started working with Adama Awarded ‘Green Innovation Award’ by Rasayan” • Listed on NSE and BSE Corning Reactor Tec
Slide 14: Strong Product Portfolio
Strong Product Portfolio Anupam Rasayan India Limited | ‹#› 13 Business Verticals Over view 125+ Products Complex products with 90+ in pipeline 1. Life Science Related 2. Performance Materials Specialty Chemicals Business Verticals-Wise Revenue a. Agrochemicals a. Polymer (including Crop Protection)
Slide 15: State of the Art Manufacturing Facilities
State of the Art Manufacturing Facilities Anupam Rasayan India Limited | ‹#› 14 8 2,500+ Equipped with Strategically located Manufacturing Plants* Employees Pilot Plant Facility Near Hazira Port Installed Location Units Capacity (In MT) Certifications Anupam Rasayan Unit 1 5,202 Unit 2 2,520 Sachin,
Slide 16: Strong Manufacturing Footprint – India and USA
Strong Manufacturing Footprint – India and USA Anupam Rasayan India Limited | ‹#› 15 14+ Countries Exports R&D Centre (4) presence Production Sites Subsidiary 8 Manufacturing Facilities 5 Sales Offices 4 R&D Centers • 4 Plants in Sachin, Gujarat • India • Sachin, Gujarat • 2 Plants in Jhagadia, Guja
Slide 17: Continuous focus on Research & Development
Continuous focus on Research & Development Anupam Rasayan India Limited | ‹#› 16 Process Technologies 90+ Molecules Under Development Flow Chemistry Photo Chemistry Reduced lead time Simplified synthesis of Material efficient & complex molecules 25% 25% 35% 15% cost benefits Larger potential
Slide 18: Experienced Leadership & Deep Technical Talent Pool
Experienced Leadership & Deep Technical Talent Pool Anupam Rasayan India Limited | ‹#› 17 Mr. Anand S Desai Mrs. Mona A Desai Mr. Gopal Agrawal Mr. Ravi Desai MANAGING DIRECTOR VICE-CHAIRMAN & WHOLE- CHIEF EXECUTIVE OFFICER SALES HEAD Over 30 years of experience in TIME DIRECTOR Qualified CA with 25
Slide 19: Moving up the Value Chain
03 Moving up the Value Chain
Slide 20: Expanding Horizon: Backward + Forward Integration
Expanding Horizon : Backward + Forward Integration Anupam Rasayan India Limited | ‹#› 19 Tanfac Anupam Jayhawk Fine Industries Ltd. Rasayan India Chemicals Limited Expansion through Inorganic Global Expansion Building blocks for growth Acquisition Acquired 2022 1986 onwards 2025 onwards Products 12+
Slide 21: Backward Integration: Fluoro Platform Play via Tanfac
Backward Integration: Fluoro Platform Play via Tanfac Anupam Rasayan India Limited | ‹#› 20 Mr. Anand S Desai M A NA GING DIRECTOR Anupam acquired ~26% stake in Backward integration with Tanfac to Tanfac for ~₹1,530Mn in May’22 at secure KSM market cap of ₹5,950 Mn • Uninterrupted access to key raw
Slide 22: Forward Integration: Acquisition of US based MNC
Forward Integration : Acquisition of US based MNC Anupam Rasayan India Limited | ‹#› 21 Mr. Anand S Desai M A NA GING DIRECTOR Anupam has acquired Jayhawk Fine Chemicals LLC, U.S.-based specialty chemicals company, at an enterprise value of ~$134Mn (total purchase consideration of ~$150Mn includes ~
Slide 23: Expanding Footprint In the USA Market
Expanding Footprint In the USA Market Anupam Rasayan India Limited | ‹#› 22 Play in high value end Expands access to fast-growing, innovation-led segments such markets as semiconductors, automotive / EV, aviation and electronics Offers a strategically valuable platform for Anupam to expand US-based
Slide 24: Integrated Platform with Resilient Business Model
Integrated Platform with Resilient Business Model Anupam Rasayan India Limited | ‹#› 23 Critical RM control Differentiated material platforms High value end markets Jayhawk Fine Chemicals TANFAC ANUPAM RASAYAN Pharmaceutical (HF & KF production) (Advanced intermediates) (Synthesis & Polymers transfo
Slide 25: Growth Drivers
04 Growth Drivers
Slide 26: Strong Order Book: Recent LOI/Contracts Signed
Strong Order Book: Recent LOI/Contracts Signed Anupam Rasayan India Limited | ‹#› 25 Mr. Anand S Desai M A NA GING DIRECTOR Tenor Value Signing Quarter Segment Customer LOI/Contract Status (Years) (₹ Crores) Q1FY22 Life Science Multinational Life Science Company LOI 5 Commercialization Started 1,100
Slide 27: Expansion in Fluorination Chemistry
Expansion in Fluorination Chemistry Anupam Rasayan India Limited | ‹#› 26 Mr. Anand S Desai M A NA GING DIRECTOR FOCUS ED MOLEC U L ES EN D APPLICATI ON CUS TOME R S EGMEN T REVEN UE S EGMEN TS POTEN TIAL PRODUCT A ELASTOMER US MNC PO LYM ER S SEM ICONDU C T OR/ $40 – 70 Mn. PRODUCT B JAPANESE MNC F
Slide 28: Growth of Pharma & Polymer Portfolio
Growth of Pharma & Polymer Portfolio Anupam Rasayan India Limited | ‹#› 27 Pharma Polymer New Strategic Custom Development Products under Mr. Anand S Desai pipeline to be manufactured by Anupam in India: MANAGING DIRECTOR 65+ Number of molecules of pharma and polymer in R&D and pilot 10+ Number of m
Slide 29: Summary
Summary Anupam Rasayan India Limited | ‹#› 28 STRENGTHS AND KEY HIGHLIGHTS Manufacturing R&D Capabilities Strengthening Sustainable Prowess Supply Chain Business Model • Doubled • DSIR recognized R&D • Integration in • Partner of choice for manufacturing center with a team of Customer supply origina
Slide 30: Thank You
Company Details: Anupam Rasayan Ltd. CIN – L24231GJ2003PLC042988 Investor Relations Advisor : Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Mr. Shrikant Sangani / Ms. Shaily Patwa Email - shrikant.sangani@sgapl.net / shaily.p@sgapl.net Mobile No – 9619595686 / 9819494608 www.sgapl.