Anupam Rasayan India Ltd. · NSE:ANURAS
Anupam Rasayan India — Q3 FY26 Earnings Presentation
32 slides from Anupam Rasayan India's earnings presentation, Feb 14, 2026
Slide 1: Exchange filing cover letter for Investor Presentation
ANUPAM RASAYAN INDIA LTD. R ARILSLDSTX20260214085 Date: February 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: 5
Slide 2: Anupam Rasayan India Limited Q3 & 9M FY26
Anupam Rasayan India Limited Q3 & 9M FY26 February 2026
Slide 3: Quarterly & Nine-Months Highlights
01 Quarterly & Nine-Months Highlights
Slide 4: Nine-Months Financial Highlights
Nine-Months Anupam Rasayan India Limited | 3 Financial Highlights Consolidated Consolidated EBITDA Consolidated Total Revenue was was PAT stood at ₹17,297 Mn ₹4,024 Mn ₹1,662 Mn Y-o-Y growth of 84% Y-o-Y growth of 53% Y-o-Y growth of 71% Standalone Standalone EBITDA Standalone Total Revenue was was
Slide 5: Quarterly Financial Highlights
Quarterly Anupam Rasayan India Limited | 4 Financial Highlights Consolidated Consolidated EBITDA Consolidated Total Revenue was was* PAT stood at ₹5,124 Mn ₹1,296 Mn ₹606 Mn Y-o-Y growth of 31% Y-o-Y growth of 7% Y-o-Y growth of 12% Standalone Standalone EBITDA Standalone Total Revenue was was PAT s
Slide 6: Managing Director's Message
Managing Director’s Message Anupam Rasayan India Limited | 5 Mr. Anand S Desai “I am pleased to share that for the nine months of FY26, we delivered MANAGING DIRE C TOR consolidated revenue of ₹17,297 million with EBITDA of ₹4,024 million, reflecting strong year-on-year growth. For Q3 FY26, revenue
Slide 7: Consolidated Nine-Months Profit & Loss Summary
Consolidated Nine-Months Anupam Rasayan India Limited | 6 Profit & Loss Summary (All amounts are in ₹ Mn) 9MFY26 9MFY25 INCOME: Revenue from Operations 17,297 9,383 Other Income 148 45 Total Revenue 17,445 9,428 EXPENSES: Cost of Raw Materials Consumed 9,918 3,670 Gross Profit 7,379 5,713 Gross Marg
Slide 8: Consolidated Quarterly Profit & Loss Summary
Consolidated Quarterly Anupam Rasayan India Limited | 7 Profit & Loss Summary (All amounts are in ₹ Mn) Q3FY26 Q3FY25 INCOME: Revenue from Operations 5,124 3,901 Other Income 21 (35) Total Revenue 5,145 3,866 EXPENSES: Cost of Raw Materials Consumed 2,736 1,566 Gross Profit 2,389 2,335 Gross Margins
Slide 9: Standalone Nine-Months Profit & Loss Summary
Standalone Nine-Months Anupam Rasayan India Limited | 8 Profit & Loss Summary (All amounts are in ₹ Mn) 9MFY26 9MFY25 INCOME: Revenue from Operations 13,050 5,667 Other Income 175 65 Total Revenue 13,225 5,733 EXPENSES: Cost of Raw Materials Consumed 7,638 1,757 Gross Profit 5,412 3,911 Gross Margin
Slide 10: Standalone Quarterly Profit & Loss Summary
Standalone Quarterly Anupam Rasayan India Limited | 9 Profit & Loss Summary (All amounts are in ₹ Mn) Q3FY26 Q3FY25 INCOME: Revenue from Operations 4,014 2,121 Other Income 50 (29) Total Revenue 4,063 2,092 EXPENSES: Cost of Raw Materials Consumed 2,267 640 Gross Profit 1,747 1,481 Gross Margins (%)
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 09% Manufacturing agro inte
Slide 15: Manufacturing and R&D strength in complex chemistries
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+ yr
Slide 17: Global business development team
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: Recent Updates
03 Recent Updates
Slide 19: Definitive agreement to acquire Jayhawk Fine Chemicals
Anupam Rasayan India Limited | 18 Anupam is expanding its footprint in the U.S. by entering into a definitive agreement for acquiring 100% equity of Jayhawk Fine Chemicals LLC, a U.S.-based specialty chemical company Anupam has signed a definitive agreement for acquisition of 100% equity in Jayhawk
Slide 20: Jayhawk and Anupam strategic complementarity
Anupam Rasayan India Limited | 19 Jayhawk and Anupam show strong strategic complementarity in the performance materials space across chemistries, capabilities, and customer access Jayhawk Fine Chemicals Jayhawk Fine Synergy Potential and Chemicals value creation upside • Develop full-range niche (35
Slide 21: Jayhawk provides strategic entry to scale US presence
Anupam Rasayan India Limited | 20 Jayhawk provides Anupam a strategic entry to scale US presence and diversify into high-value markets and customers Play in high value Expands access to fast-growing, innovation-led segments such as end markets semiconductors, automotive / EV, aviation and electronic
Slide 22: Diversified, multi-geography growth engine with Jayhawk
Anupam Rasayan India Limited | 21 With Jayhawk, Anupam aspires to create a diversified, multi-geography growth engine powered by specialty and high-purity chemistries Build a global, Scale high-value Unlock long-term Strengthen Establish a US diversified chemistries capacity & global customer innova
Slide 23: Growth Drivers
04 Growth Drivers
Slide 24: Growth Drivers
Growth Anupam Rasayan India Limited | 23 Drivers 01 GROWTH OF POLYMER AND PHARMA PRODUCT PORTFOLIO 02 EXECUTION OF SIGNED LOIS AND CONTRACTS 03 EXPANSION IN FLUORINATION CHEMISTRY
Slide 25: Growth of Pharma and Polymer Portfolio
Growth of Pharma and Anupam Rasayan India Limited | 24 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 10+ Number of molecules in pharma and polymer commerc
Slide 26: Pharmaceuticals: Large, fast-growing market
Anupam Rasayan India Limited | 25 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 27: Polymer & Electronic chemicals: global marquee customers
Anupam Rasayan India Limited | 26 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 28: Strong order book – Recent LOI/Contracts Signed
Strong order book– Anupam Rasayan India Limited | 27 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 29: Fluoro platform play: Acquisition of Tanfac
Anupam Rasayan India Limited | 28 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 30: Expansion in Fluorination Chemistry
Expansion in Anupam Rasayan India Limited | 29 Fluorination Chemistry FOCUSED MOLEC U L ES END APPLICATI ON CUSTOME R S EGMEN T REVEN UE S EGMEN TS POTEN TIAL PR O DUCT A ELA STOM ER US M NC POLYM ERS SEM ICONDU C T OR/ $40 – 70 Mn. PR O DUCT B JA PA NESE M NC F LA M E RETA RDA NT PR O DUCT X/Y CA R
Slide 31: Summary
Summary Anupam Rasayan India Limited | 30 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 32: Thank You
Corporate Office Anupam Rasayan India Ltd. India (HQ) 10th Floor, Icon Rio, Dumas Road, Surat, Gujarat, India – 395 007 Thank You