Anupam Rasayan India Ltd. · NSE:ANURAS
Anupam Rasayan India — Q2 FY27 Earnings Presentation
31 slides from Anupam Rasayan India's earnings presentation, Nov 6, 2026
Slide 1: Exchange filing cover letter for investor presentation
ANUPAM RASAYAN INDIA LTD. R ARILSLDSTX20261106078 Date: November 06, 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: 5
Slide 2: Q2 & H1FY27 Investor Presentation
Anupam Rasayan India Limited Q2 & H1FY27 Investor Presentation
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 & Half Yearly Highlights
01 Quarterly & Half Yearly Highlights
Slide 5: Quarterly Financial Highlights
Quarterly Financial Highlights Anupam Rasayan India Limited | ‹#› 4 Consolidated Consolidated Added Total Revenue Consolidated EBITDA Profit After Tax 3 New ₹821 Cr ₹202 Cr ₹65 Cr Products in Q2FY27 Q-o-Q growth of 23% Q-o-Q growth of 16% Q-o-Q growth of 27% taking total to Standalone Standalone Sta
Slide 6: Half-Yearly Financial Highlights
Half-Yearly Financial Highlights Anupam Rasayan India Limited | ‹#› 5 Consolidated Consolidated Total Revenue Consolidated EBITDA Profit After Tax ₹1,489 Cr ₹377 Cr ₹116 Cr Y-o-Y growth of 21% Y-o-Y growth of 38% Y-o-Y growth of 10% Standalone Standalone Standalone Total Revenue EBITDA Profit After
Slide 7: Key Highlights for H1FY27
Key Highlights for H1FY27 Anupam Rasayan India Limited | ‹#› 6 Operational Highlights • Delivered the highest-ever quarterly consolidated revenue of Rs 812 Cr, registering 10% YoY growth • Consolidated EBITDA grew by 41% YoY to Rs 202 Cr, with margins improving to 25% from 19%, driven by a higher co
Slide 8: Managing Director’s Message
Managing Director’s Message Anupam Rasayan India Limited | ‹#› 7 Mr. Anand S Desai M A NA GING DIRECTOR “H1 FY27 was marked by steady progress across our strategic priorities, expansion into new end markets and continued strengthening of our business portfolio. We are pleased to have achieved our hi
Slide 9: Consolidated Q2 & H1FY27 Profit & Loss Statement
Consolidated Q2 & H1FY27 Profit & Loss Statement Anupam Rasayan India Limited | ‹#› 8 Particulars (Rs. Cr) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY Revenue from Operations 806 731* 1,461 1,217 Other Income 15 8 28 13 Total Income 821 739 11% 1,489 1,230 21% Cost of materials consumed 398 474 682 718 Empl
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet Anupam Rasayan India Limited | ‹#› 9 Mr. Anand S Desai Assets (Rs. Cr) Sept-26 Mar-26 Equity & Liabilities (Rs. Cr) M A NA GING Mar-26 Sept-26 DIRECTOR Non Current Asset 6,214 4,285 Shareholders' Funds 5,048 3,334 Non Controlling Interest 2,148 1,296 Net Fixed Asset 3,774
Slide 11: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Anupam Rasayan India Limited | ‹#› 10 Particulars (Rs. Cr) Mr. Anand Mar-26 Sept-26 S Desai M A NA GING DIRECTOR Net Profit Before Tax 159 254 Adjustments for: Non -Cash Items / Other Investment or Financial Items 249 296 Operating profit before working capital chang
Slide 12: Business Overview
02 Business Overview
Slide 13: Anupam Group: Corporate Structure
Anupam Group: Corporate Structure Anupam Rasayan India Limited | ‹#› 12 ANUPAM RASAYAN INDIA LIMITED AR ANUPAM RASAYAN INDIA TANFAC INDUSTRIES JAYHAWK FINE CHEMICALS BLISS GVS PHARMA Custom Manufacturing Platform Fluorochemicals Platform Advanced CDMO Platform Finished Formulations Platform Standalo
Slide 14: Leading Custom Synthesis Manufacturer
Leading Custom Synthesis Manufacturer Anupam Rasayan India Limited | ‹#› 13 Fast growing Specialty Chemical Manufacturer with focus on Custom Synthesis. 14 4 Decades Backward Integrated State of the Art Strong track record Reliable supply chain for Customers Manufacturing Plants Longstanding relatio
Slide 15: Evolution of Anupam
Evolution of Anupam Anupam Rasayan India Limited | ‹#› 14 PHASE III- PH AS E I- IN CEPT ION PHAS E II- BUILD UP THE ACCELERA TI ON 1984 2022 Formed partnership firm “Anupam 2017 Started supplying to Sumitomo Japan • Acquired controlling stake in Tanfac Industries Ltd. Rasayan” 2006 2019 2023 Started
Slide 16: Diversified Product Portfolio serving 200+ Clients
Diversified Product Portfolio serving 200+ Clients Anupam Rasayan India Limited | ‹#› 15 01 02 03 Few Top Global Clientele LIFE SCIENCE RELATED PERFORMANCE OTHER FLUORINATED SPECIALITY CHEMICALS MATERIALS PRODUCTS (TANFAC) a. Agrochemicals a. Polymer a. Portfolio of fluorine-based chemicals, (includ
Slide 17: State of the Art Manufacturing Facilities
State of the Art Manufacturing Facilities Anupam Rasayan India Limited | ‹#› 16 14 3,500+ Equipped with Strategically located Manufacturing Plants* Employees Pilot Plant Facility Near Ports Certifications Installed Manufacturing Capacity Specialty Chemicals • Anupam Rasayan Surat & Jhagadia, Gujarat
Slide 18: Strong Manufacturing Footprint – India and USA
Strong Manufacturing Footprint – India and USA Anupam Rasayan India Limited | ‹#› 17 14+ Countries Exports presence R&D Centre Production Sites Subsidiary 14 Manufacturing Facilities 5 Sales Offices 5 R&D Centers • 4 Plants in Sachin, Gujarat • India • Sachin, Gujarat • 2 Plants in Jhagadia, Gujarat
Slide 19: Experienced Leadership & Deep Technical Talent Pool
Experienced Leadership & Deep Technical Talent Pool Anupam Rasayan India Limited | ‹#› 18 Mr. Anand S Desai Mrs. Mona A Desai Mr. Gopal Agrawal Mr. Ravi Desai MANAGING DIRECTOR VICE-CHAIRPERSON & WHOLE- CHIEF EXECUTIVE OFFICER CHIEF OPERATING OFFICER Over 30 years of experience in TIME DIRECTOR Qual
Slide 20: Moving up the Value Chain
03 Moving up the Value Chain
Slide 21: Expanding Horizon: Backward + Forward Integration
Expanding Horizon : Backward + Forward Integration Anupam Rasayan India Limited | ‹#› 20 Jayhawk Fine Chemicals Tanfac Industries Anupam Rasayan Limited India Limited Global Expansion 2026 onwards Expansion through Inorganic Products 20+ Building blocks for growth Acquisition Plant 1 Acquired 2022 1
Slide 22: Tanfac - Backward Integration: Fluoro Platform
Tanfac - Backward Integration: Fluoro Platform Anupam Rasayan India Limited | ‹#› 21 Mr. Anand S Desai Company acquired management control in May’22 at a market cap of Rs 5,950M Mn A NA GING DIRECTOR One of India’s largest HF facilities, strengthening in- house HF availability for value-added fluori
Slide 23: Jayhawk – Forward Integration: CDMO Acquisition In US
Jayhawk – Forward Integration: CDMO Acquisition In US Anupam Rasayan India Limited | ‹#› 22 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 includ
Slide 24: Jayhawk – Expanding Footprint In the USA Market
Jayhawk – Expanding Footprint In the USA Market Anupam Rasayan India Limited | ‹#› 23 Participation in high value markets Expands access to fast-growing, innovation-led segments such as semiconductors, automotive / EV, aviation and electronics US-based platform for CDMO expansion Offers a strategica
Slide 25: Bliss GVS Pharma - Strategic Acquisition
Bliss GVS Pharma - Strategic Acquisition Anupam Rasayan India Limited | ‹#› 24 Anupam Rasayan has acquired a 50.07% controlling stake in Bliss GVS Pharma, strengthening its presence in the pharmaceutical sector. The acquisition is funded through a combination of a Rs 300 crore term loan and a Rs 1,4
Slide 26: Bliss GVS Pharma – Expansion & Forward Integration
Bliss GVS Pharma – Expansion & Forward Integration Anupam Rasayan India Limited | ‹#› 25 ANUPAM RASAYAN Global Raw Material Process KSM & Pharmaceutical Finished Accreditation & chemistry Development Intermediates Formulation Dosage Development & Scale up US FDA/ EU GMP Synergies with Therapeutic Ar
Slide 27: Integrated Platform with Resilient Business Model
Integrated Platform with Resilient Business Model Anupam Rasayan India Limited | ‹#› 26 Critical RM control Differentiated material platforms High value end markets TANFAC ANUPAM RASAYAN Polymers (HF & KF production) (Synthesis & (Pharmaceutical (Polyimides | Epoxies) (Advanced intermediates) transf
Slide 28: Key Strategy & Growth Drivers
04 Key Strategy & Growth Drivers
Slide 29: Key Growth Drivers
Key Growth Drivers Anupam Rasayan India Limited | ‹#› 28 Pharmaceutical & Long-Term LOIs & Strengthening Supply Sustainable Business Polymer Expansion Customer Contracts Chain Model • Building an Integrated • Strong revenue visibility • Integration in Customer • Partner of choice for Pharmaceutical
Slide 30: Strong Order Book: Recent LOI/Contracts Signed
Strong Order Book: Recent LOI/Contracts Signed Anupam Rasayan India Limited | ‹#› 29 Status Mr. Anand S Desai Tenor Value Signing Quarter Segment Customer LOI/Contract (Years) (₹ Crores) M A NA GING DIRECTOR Q1FY22 Life Science Multinational Life Science Company LOI 5 Commercialized 1,100 Q1FY22 Lif
Slide 31: Thank You
Company Details: Anupam Rasayan India Limited CIN – L24231GJ2003PLC042988 www.anupamrasayan.com 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 – 961