Anupam Rasayan India Ltd. · NSE:ANURAS
Anupam Rasayan India — Q1 FY26 Earnings Presentation
24 slides from Anupam Rasayan India's earnings presentation, Aug 13, 2025
Slide 1: Exchange filing cover letter for investor presentation
ANUPAM RASAYAN INDIA LTD. R ARILSLDSTX20250813029 Date: August 13, 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: 543
Slide 2: Anupam Rasayan India Limited Q1FY26
Anupam Rasayan India Limited Q1FY26 August 2025
Slide 3: Quarterly Highlights
Quarterly Highlights 1 2 Anupam Rasayan India Limited \
Slide 4: Quarterly Financial Highlights
3 Quarterly Financial Highlights \ Limited India Consolidated EBITDA (Incl. Rasayan Consolidated Total Consolidated PAT stood Revenue was ₹ 4,907 Mn; Other Revenue) was ₹ 1,292 at ₹ 485 Mn.; Y-o-Y Y-o-Y growth of 89% Mn.; Y-o-Y growth of 118% growth of 297% Anupam Standalone Total Revenue Standalone
Slide 5: Managing Director's Message
4 Managing Director’s Message \ Limited “During Q1FY26, consolidated revenue stood at ₹491 crore, registering a robust India growth of 89% year-on-year. We strongly believe that the sectoral trends are in our favor, and we are witnessing a clear resurgence in growth. Our pharma and Rasayan polymer b
Slide 6: Consolidated Profit & Loss Summary
5 QUARTERLY FINANCIALS Consolidated Profit & Loss Summary \ Limited (All amounts are in ₹ Mn) Q1FY26 Q1FY25 INCOME: India Revenue from Operations 4,858 2,542 Other Income 49 61 Total Revenue Rasayan 4,907 2,603 EXPENSES: Cost of Raw Materials Consumed 2,439 1,022 Gross Profit Anupam 2,420 1,520 Gros
Slide 7: Standalone Profit & Loss Summary
6 QUARTERLY FINANCIALS Standalone Profit & Loss Summary \ Limited (All amounts are in ₹ Mn) Q1FY26 Q1FY25 INCOME: India Revenue from Operations 3,157 1,640 Other Income 48 56 Total Revenue 3,205 1,695 Rasayan EXPENSES: Cost of Raw Materials Consumed 1,411 519 Gross Profit 1,745 1,121 Anupam Gross Ma
Slide 8: Business Overview
Business Overview 2 7 Anupam Rasayan India Limited \
Slide 9: Company at a glance
8 Innovating Sustainable & Custom Solutions for Global Markets \ Limited Company at a glance India Established Custom Specializes in multi-step Catering to globally Strong supply chain Synthesis player with 41 synthesis undertaking relevant chemical & with backward Rasayan years of track record comp
Slide 10: Evolution of Anupam Rasayan
9 Evolution of \ Phase II- Limited Phase I-Inception Anupam The Acceleration India • Raised ₹5,000 mn. through QIP Formed Rasayan • Commissioned Solar partnership firm Power Plant of 5.4MW “Anupam Rasayan” at Bharuch • Fast growing Anupam Specialty Chemical Acquired ~26% Manufacturer with Started su
Slide 11: Chemical Conduits and Global Partnerships
10 Chemical Conduits and Global Partnerships \ Limited India Business Verticals Overview Few of our top global clients Rasayan Life Science Related Performance Materials Specialty Chemicals Agrochemicals Anupam (including Crop Protection) Polymer Manufacturing agro intermediates and agro active ingr
Slide 12: Charting New Frontiers with R&D Excellence
11 Charting New Frontiers with R&D Excellence \ Limited Process technologies deployed India Flow Chemistry Photo Chemistry • Reduced lead time • Simplified Rasayan • Material efficient & synthesis of cost benefits complex molecules • Lesser • Larger potential for environmental automation impacts in
Slide 13: Experienced Leadership & Deep Technical Talent Pool
12 Experienced Leadership & Deep Technical Talent Pool \ Limited India Mr. Anand S Desai Mrs. Mona A Desai Rasayan Managing Director Vice-chairman & Whole-time Director Over 30 years of experience in chemicals Over 20 years of experience in chemicals industry associated with company since 1992 & ind
Slide 14: Global business development team
We have also built a strong global business development team to strengthen our presence in key target markets U N I T E D S TAT E S Mr. John Grant Business Advisor - Specialty Fluoro Chemicals 30 years+ of experience in Chemicals industry; former business development at 3M Mr. Rob Bryant JA PA N Bus
Slide 15: Growth Drivers
Drivers Growth 3 14 Anupam Rasayan India Limited \
Slide 16: Growth Drivers
15 Growth Drivers \ Limited India Rasayan 1 2 3 Anupam Growth of Execution of Expansion in Polymer and Signed LOIs and Fluorination Pharma Product Contracts chemistry Portfolio
Slide 17: Growth of Pharma and Polymer Portfolio
16 Growth of Pharma and Polymer Portfolio \ Limited New Strategic Custom 65+ 6 India Development Products under pipeline to be manufactured by Number of molecules of Number of molecules in Rasayan Anupam in India: pharma and polymer in pharma and polymer R&D and pilot commercialized in FY25 Anupam P
Slide 18: Pharmaceuticals: Large, fast-growing market
Pharmaceuticals: Large, fast-growing market; 10+ molecules commercialized, 17 \ 30+ molecules under pilot/ R&D Limited …and are targeting a large ~$15B TAM with We have made significant progress in Pharma … significant growth India Rasayan Focus segment for Anupam: High-value KSM/intermediates 10+ 2
Slide 19: Polymer & Electronic chemicals: marquee customers
Polymer & Electronic chemicals: Made significant strides with focus on global 18 \ marquee customers across multiple industries Limited Forayed into polymer by working with leading global …across major emerging applications with a ~$10B innovators … growing TAM India Rasayan 2 Leading Anupam High-va
Slide 20: Strong Order Book – Recent LOI/Contracts Signed
19 Strong Order Book – Recent LOI/Contracts Signed \ Limited Signing Quarter Segment Customer LOI/Contract Tenor (Years) Status Value(₹ Crores) Multinational Life Science Q1FY22 Life Science LOI 5 Commercialised ₹1,100 India Company Two Multinational Q1FY22 Life Science Contract 5 Commercialised ₹54
Slide 21: Strategic Expansion in Fluorination with Tanfac
20 Anupam’s Strategic Expansion in Fluorination with Tanfac \ Limited Anupam acquired ~26% stake in India Tanfac for ~₹1,530M in May'22 Rasayan Producer of Leading Anupam fluorinated producer of intermediates KF/HF • Specialty fluoride chemical Anupam Tanfac manufacturer in India Only Indian • Leadi
Slide 22: Expansion in Fluorination Chemistry
21 Expansion in Fluorination Chemistry \ Limited FOCUSED SEGMENTS MOLECULES END APPLICATION CUSTOMER SEGMENT REVENUE India POTENTIAL Product A Elastomer US MNC Rasayan Polymers $ 40 – 70 Mn. Product B Semiconductor/Flame Retardant Japanese MNC Anupam Product X/Y Cardio/Anti-viral Indian MNC Pharmace
Slide 23: Summary: Strengths and Key Highlights
22 Summary \ Limited Strengths and Key Highlights India • Doubled manufacturing capacity in the last three years Rasayan Manufacturing • Strong capex plans to expand capacity into newer Prowess molecules / chemistries Anupam R&D • DSIR recognized R&D center with a team of 88 R&D professionals Capabi
Slide 24: Thank You
Corporate Office ANUPAM Anupam Rasayan India Ltd. India (HQ) 10th Floor, Icon Rio, Dumas Road, Surat, Gujarat, RASAYAN INDIA India – 395 007 LIMITED ThankYou BSE: 543275 | NSE: ANURAS | ISIN: INE930P01018 ©2022 – Anupam Rasayan India Limited, All Rights Reserved. DRAFT