Anupam Rasayan India Ltd. · NSE:ANURAS
Anupam Rasayan India — Q1 FY27 Earnings Presentation
32 slides from Anupam Rasayan India's earnings presentation, Aug 14, 2026
Slide 1: Exchange filing cover letter for Investor Presentation Q1 FY27
ANUPAM RASAYAN INDIA LTD. R ARILSLDSTX20260814043 Date: August 14, 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: 543
Slide 2: Anupam Rasayan India Limited Q1 FY27 Investor Presentation
Anupam Rasayan India Limited Q1 FY27 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 Highlights
01 Quarterly Highlights
Slide 5: Quarterly Financial Highlights
Quarterly Financial Highlights Anupam Rasayan India Limited | ‹#› 4 Consolidated Total Revenue Consolidated EBITDA* Consolidated Profit After Tax Added 3 New ₹6,675 Mn ₹1,749 Mn ₹512 Mn Products in Q1FY27 Y-o-Y growth of 36% Y-o-Y growth of 35% Y-o-Y growth of 6% taking total to Standalone Standalon
Slide 6: Key Highlights
Key Highlights Anupam Rasayan India Limited | ‹#› 5 Financials New Products Commercialized • Consolidated Total Income for the quarter came in at Rs 6,675 Mn with a • Pharma Segment: Added 1 new intermediate for new drug to the portfolio, strong growth of 36% on a YoY basis driven by new product com
Slide 7: Managing Director's Message
Managing Director’s Message Anupam Rasayan India Limited | ‹#› 6 Mr. Anand S Desai M A NA GING DIRECTOR "We are pleased to begin fiscal year 2027 on a strong note. Consolidated Revenue for the quarter grew 36% year-on-year, a result that reflects sustained momentum across our businesses and continue
Slide 8: Consolidated Quarterly Profit & Loss Statement
Consolidated Quarterly Profit & Loss Statement Anupam Rasayan India Limited | ‹#› 7 Mr. Anand S Desai Particulars (₹ Mn) Q1FY27 Q1FY26 YoY FY26 M A NA GING DIRECTOR Revenue from Operations 6,550 4,858 23,655 Other Income 126 49 182 Total Income 6,675 4,907 36% 23,836 Cost of materials consumed 2,847
Slide 9: Standalone Quarterly Profit & Loss Statement
Standalone Quarterly Profit & Loss Statement Anupam Rasayan India Limited | ‹#› 8 Mr. Anand S Desai Particulars (₹ Mn) Q1FY27 Q1FY26 YoY FY26 M A NA GING DIRECTOR Revenue from Operations 3,288 3,157 16,756 Other Income 61 48 200 Total Income 3,349 3,205 4% 16,955 Cost of materials consumed 1,386 1,4
Slide 10: Business Overview
02 Business Overview
Slide 11: Anupam Group: Corporate Structure
Anupam Group: Corporate Structure Anupam Rasayan India Limited | ‹#› 10 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 12: Leading Custom Synthesis Manufacturer
Leading Custom Synthesis Manufacturer Anupam Rasayan India Limited | ‹#› 11 Fast growing Specialty Chemical Manufacturer with focus on Custom Synthesis. 8 4 Decades Backward Integrated State of the Art Strong track record Reliable supply chain for Customers Manufacturing Plants Longstanding relation
Slide 13: Evolution of Anupam
Evolution of Anupam Anupam Rasayan India Limited | ‹#› 12 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 Starte
Slide 14: Diversified Product Portfolio
Diversified Product Portfolio Anupam Rasayan India Limited | ‹#› 13 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, (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 Certifications Location Units Capacity (In MT) 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 presence 36% of Revenue from International Business R&D Centre (Q1FY27) Production Sites Subsidiary 8 Manufacturing Facilities 5 Sales Offices 4 R&D Centers • 4 Plants in Sachin, Gujarat • Indi
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 Improved Safety Simplified synthesis of Improved Reaction complex molecules 25% 25% 35% 15% control & Better Yields Larger pote
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-CHAIRPERSON & WHOLE - CHIEF EXECUTIVE OFFICER CHIEF OPERATING OFFICER Over 30 years of experience in TIME DIRECTOR Qua
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 Rasayan India Chemicals Limited Limited Corporation Expansion through Inorganic Global Expansion Building blocks for growth Acquisition Acquired 2022 1986 onwards 2026 onwar
Slide 21: Tanfac - Backward Integration: Fluoro Platform
Tanfac - Backward Integration: Fluoro Platform Anupam Rasayan India Limited | ‹#› 20 Mr. Anand S Desai M A NA GING DIRECTOR Company acquired management control in May’22 at a market cap of Rs 5,950 Mn Company Details Key Rationale • 50 years old specialty fluoride chemical manufacturer in India • Le
Slide 22: Jayhawk – Forward Integration: CDMO Acquisition In US
Jayhawk – Forward Integration: CDMO Acquisition In US 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 includ
Slide 23: Jayhawk – Expanding Footprint In the USA Market
Jayhawk – Expanding Footprint In the USA Market Anupam Rasayan India Limited | ‹#› 22 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 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 TANFAC ANUPAM RASAYAN (HF & KF production) (Synthesis & Polymers (Advanced intermediates) transformation) (Polyimides | Epoxies) Electr
Slide 25: Bliss GVS Pharma - Strategic Acquisition
Bliss GVS Pharma - Strategic Acquisition Anupam Rasayan India Limited | ‹#› 24 Global Accreditations • Incorporated in 1984. 150+ Brands • Manufactures branded formulations across Anti-malarial, Anti-fungal, Anti- bacterial, Antibiotic, anti-inflammatory, Anti-infective, Anti-diabetic, 50+ US FDA EU
Slide 26: Bliss GVS Pharma – Expansion & Integration
Bliss GVS Pharma – Expansion & Integration Anupam Rasayan India Limited | ‹#› 25 Synergies with Therapeutic Areas: Expansion into Cardiovascular, Expansion into CDMO Business: Forward Integration: Antidiabetic, Antibiotics, Analgesic & Expanding into regulated markets End-to-End Vertically integrate
Slide 27: Bliss GVS Pharma - Transaction Details
Bliss GVS Pharma - Transaction Details Anupam Rasayan India Limited | ‹#› 26 Deal overview Transaction structure Global Investment Anupam Lender Proposed Stake to be Acquired: Management firm 43.3-48.2% + Open Offer acquisition of Bliss GVS Pharma Investment Company Term Loan of WOS of Anupam Purcha
Slide 28: Growth Drivers
04 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 • Increasing contribution • Strong revenue visibility • Integration in • Partner of choice for from high-growth throug
Slide 30: Strong Order Book: Recent LOI/Contracts Signed
Strong Order Book: Recent LOI/Contracts Signed Anupam Rasayan India Limited | ‹#› 29 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 Commercialized 1,100 Q1FY22 Lif
Slide 31: Growth of Pharma & Polymer Portfolio
Growth of Pharma & Polymer Portfolio Anupam Rasayan India Limited | ‹#› 30 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 32: 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