Anupam Rasayan Q3 FY26 Earnings Call Transcript Released
Anupam Rasayan reported 9MFY26 consolidated revenue of ₹1,730 crore (up 84% Y-o-Y) and Q3 FY26 revenue of ₹512 crore (up 31% Y-o-Y). The company is acquiring US-based Jayhawk Fine Chemicals, expected to be EPS accretive. Management highlighted strong growth in Pharma and Performance Material segments and a focus on expanding global footprint.
The reported financial growth is substantial, and the acquisition of a US-based entity is a significant strategic move that is expected to enhance market presence and profitability, indicating a high impact on the company's future prospects.
The company reported significant year-on-year revenue and profit growth for both the nine-month and quarterly periods. The announcement of a strategic acquisition expected to be EPS accretive further contributes to a positive sentiment.
Anupam Rasayan India Limited has released the transcript of its earnings call for the quarter and nine months ended December 31, 2025. The call, held on February 14, 2026, featured management including Managing Director Mr. Anand Desai, CEO Mr. Gopal Agrawal, and Deputy CFO Mr. Vishal Thakkar.
During the nine months ended December 31, 2025 (9MFY26), the company reported consolidated revenue of ₹1,730 crore, an 84% year-on-year growth. EBITDA stood at ₹402 crore (up 53% Y-o-Y), and PAT was ₹166 crore (up 71% Y-o-Y). For the third quarter of FY26 (Q3 FY26), revenue was ₹512 crore (up 31% Y-o-Y), EBITDA was ₹130 crore, and PAT was ₹61 crore (up 12% Y-o-Y). The company highlighted growth driven by the scale-up of commercial molecules, improved capacity utilization, and contributions from the Agro and Performance Material verticals. The Pharma segment contributed 19% of sales for 9MFY26, while the Performance Material portfolio accounted for 17% of revenue.
Anupam Rasayan also announced a definitive agreement to acquire 100% equity in Jayhawk Fine Chemicals, a US-based specialty chemicals company. This acquisition is expected to close in the coming weeks and is anticipated to be EPS accretive from day one. The company emphasized the strategic importance of this acquisition for expanding its geographical footprint, enhancing capabilities in custom synthesis, and accessing high-growth markets in semiconductors, automotive, EV, Pharma, aviation, and electronics.
The company reiterated its focus on commercializing pipeline molecules, improving asset utilization, strengthening supply chains, and deepening technical capabilities. The Pharma and Polymer pipelines have over 65 molecules in R&D and pilot stages. Pharma segment growth was 85% Y-o-Y for 9MFY26, and the Polymer and Performance Material segment saw a 245% Y-o-Y growth.
Exports constituted 58% of the total revenue. The company is targeting a reduction in working capital days from approximately 250 days to below 200 days by FY27, aiming for around 180 days or below.
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