Anupam Rasayan India Ltd. · NSE:ANURAS
Anupam Rasayan India — Q2 & H1 FY26 Earnings Presentation
27 slides from Anupam Rasayan India's earnings presentation, Oct 17, 2025
Slide 1: Exchange filing cover letter: Investor Presentation
ANUPAM RASAYAN INDIA LTD. R ARILSLDSTX20251017054 Date: October 17, 2025 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: 54
Slide 2: Anupam Rasayan India Limited Q2 & H1FY26
Anupam Rasayan India Limited Q2 & H1FY26 October 2025
Slide 3: Quarterly & Half-Yearly Highlights
01 Quarterly & Half-Yearly Highlights
Slide 4: Half-Yearly Financial Highlights
Half-Yearly Anupam Rasayan India Limited | 3 Financial Highlights Consolidated Consolidated EBITDA Consolidated Total Revenue was was PAT stood at ₹12,299 Mn ₹2,728 Mn ₹1,056 Mn Y-o-Y growth of 121% Y-o-Y growth of 93% Y-o-Y growth of 147% Standalone Standalone EBITDA Standalone Total Revenue was wa
Slide 5: Quarterly Financial Highlights
Quarterly Anupam Rasayan India Limited | 4 Financial Highlights Consolidated Consolidated EBITDA Consolidated Added PAT stood at 1 new Total Revenue was was* ₹7,392 Mn ₹1,436 Mn ₹572 Mn Product in Q2FY26 Y-o-Y growth of 149% Y-o-Y growth of 74% Y-o-Y growth of 87% taking total to 81 Standalone Stand
Slide 6: Managing Director's Message
Managing Director’s Message Anupam Rasayan India Limited | 5 “I am delighted to share that Q2 FY26 has been one of the best quarters for our company. We delivered a stellar performance with consolidated revenue from operations of INR 739 crore, reflecting exceptional growth of 149% year-on-year and
Slide 7: Consolidated Half-yearly Profit & Loss Summary
Consolidated Half-yearly Anupam Rasayan India Limited | 6 Profit & Loss Summary (All amounts are in ₹ Mn) H1FY26 H1FY25 INCOME: Revenue from Operations 12,172 5,482 Other Income 127 80 Total Revenue 12,299 5,562 EXPENSES: Cost of Raw Materials Consumed 7,182 2,104 Gross Profit 4,990 3,378 Gross Marg
Slide 8: Consolidated Quarterly Profit & Loss Summary
Consolidated Quarterly Anupam Rasayan India Limited | 7 Profit & Loss Summary (All amounts are in ₹ Mn) Q2FY26 Q2FY25 INCOME: Revenue from Operations 7,314 2,940 Other Income 78 19 Total Revenue 7,392 2,959 EXPENSES: Cost of Raw Materials Consumed 4,743 1,082 Gross Profit 2,571 1,858 Gross Margins (
Slide 9: Standalone Half-yearly Profit & Loss Summary
Standalone Half-yearly Anupam Rasayan India Limited | 8 Profit & Loss Summary (All amounts are in ₹ Mn) H1FY26 H1FY25 INCOME: Revenue from Operations 9,036 3,546 Other Income 125 94 Total Revenue 9,161 3,641 EXPENSES: Cost of Raw Materials Consumed 5,371 1,116 Gross Profit 3,665 2,430 Gross Margins
Slide 10: Standalone Quarterly Profit & Loss Summary
Standalone Quarterly Anupam Rasayan India Limited | 9 Profit & Loss Summary (All amounts are in ₹ Mn) Q2FY26 Q2FY25 INCOME: Revenue from Operations 5,879 1,907 Other Income 77 39 Total Revenue 5,956 1,945 EXPENSES: Cost of Raw Materials Consumed 3,959 598 Gross Profit 1,920 1,309 Gross Margins (%) 3
Slide 11: Business Overview
02 Business Overview
Slide 12: Company at a glance
Company at Anupam Rasayan India Limited | 11 a glance Established Custom Specializes in multi-step Synthesis player with 41 synthesis undertaking years of track record since complex chemical reactions 1984 Catering to globally relevant Strong supply chain with chemical & agrochemical backward integr
Slide 13: Evolution of Anupam
Evolution of Anupam Rasayan India Limited | 12 Anupam Fast growing Specialty Long running relationships Leveraging deep expertise Building platforms across Chemical Manufacturer with with leading MNCs across complex chemistries business verticals of Agro, focus on Custom Synthesis. Personal Care, Ph
Slide 14: Chemical Conduits and Global Partnerships
Chemical Conduits and Anupam Rasayan India Limited | 13 Global Partnerships Business Verticals-Wise Revenue Business Verticals Over view Life Science Related Specialty Performance Materials Chemicals Agro 56% Agrochemicals Polymer (including Crop Protection) Personal Care 05% Manufacturing agro inte
Slide 15: Mfg., R&D strength: Our excellence in complex chemistries and process technologies
Anupam Rasayan India Limited | 14 Mfg., R&D strength: Our excellence in complex chemistries and process technologies Competencies in key chemistries New technologies deployed Etherification Chlorination Bromination Sandmeyer Flow Chemistry Photo Chemistry • Reduced lead time • Simplified synthesis o
Slide 16: Experienced Leadership & Deep Technical Talent Pool
Experienced Leadership Anupam Rasayan India Limited | 15 & Deep Technical Talent Pool Mr. Anand S Desai Mrs. Mona A Desai Mr. Gopal Agrawal Mr. Ravi Desai MANAGING DIRECTOR VICE-CHAIRMAN & WHOLE-TIME CHIEF EXECUTIVE OFFICER SALES HEAD Over 30 years of experience in DIRECTOR Qualified CA with 25+ yrs
Slide 17: Global business development team to strengthen our presence
Anupam Rasayan India Limited | 16 We have also built a strong global business development team to strengthen our presence in key target markets UNITED STATES Mr. John Grant Business Advisor - Specialty Fluoro Chemicals 30 years+ of experience in Chemicals industry; former business development at 3M
Slide 18: Growth Drivers
03 Growth Drivers
Slide 19: Growth Drivers
Growth Anupam Rasayan India Limited | 18 Drivers 01 GROWTH OF POLYMER AND PHARMA PRODUCT PORTFOLIO 02 EXECUTION OF SIGNED LOIS AND CONTRACTS 03 EXPANSION IN FLUORINATION CHEMISTRY
Slide 20: Growth of Pharma and Polymer Portfolio
Growth of Pharma and Anupam Rasayan India Limited | 19 Polymer Portfolio Pharma Polymer New Strategic Custom Development Products under pipeline to be 65+ Number of molecules manufactured by Anupam in India: of pharma and polymer in R&D and pilot 6 Number of molecules in pharma and polymer commercia
Slide 21: Pharmaceuticals: Large, fast-growing market
Anupam Rasayan India Limited | 20 Pharmaceuticals: Large, fast-growing market; 10+ molecules commercialized, 30+ molecules under pilot/ R&D We have made significant …and are targeting a large ~$15B TAM progress in Pharma … with significant growth 10+ Manufacturing KSMs/intermediates for blockbuster
Slide 22: Polymer & Electronic chemicals: global marquee customers
Anupam Rasayan India Limited | 21 Polymer & Electronic chemicals: Made significant strides with focus on global marquee customers across multiple industries Forayed into polymer by working with …across major emerging applications leading global innovators … with a ~$10B growing TAM High-value interm
Slide 23: Strong order book– Recent LOI/Contracts Signed
Strong order book– Anupam Rasayan India Limited | 22 Recent LOI/Contracts Signed Signing Quarter Segment Customer LOI/Contract Tenor Status Value (Years) (₹ Crores) Q1FY22 Life Science Multinational Life Science Company LOI 5 Commercialization Started 1,100 Q1FY22 Life Science Two Multinational Comp
Slide 24: Fluoro platform play: Acquisition of Tanfac
Anupam Rasayan India Limited | 23 Fluoro platform play: Acquisition of Tanfac has made us one of the few backward integrated Fluorination players globally… Anupam acquired ~26% stake in Backward integration with Tanfac to Tanfac for ~₹1,530M in May’22 at secure KSM market cap of ₹5,950 Mn. Uninterru
Slide 25: Expansion in Fluorination Chemistry
Expansion in Anupam Rasayan India Limited | 24 Fluorination Chemistry 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 POLYMERS SEMICONDU C T OR/ $40 – 70 Mn. PRODUCT B JAPANESE MNC F LA M E RETA RDA NT PR O DUCT X/Y CA RDIO/A N T
Slide 26: Summary
Summary Anupam Rasayan India Limited | 25 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 originators
Slide 27: Thank You
Corporate Office Anupam Rasayan India Ltd. India (HQ) 10th Floor, Icon Rio, Dumas Road, Surat, Gujarat, India – 395 007 Thank You
Anupam Rasayan India — Q2 & H1 FY26 Earnings Presentation on 6ix