Anupam Rasayan
Anupam Rasayan Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
3 of 5 strong
The short version
Organic revenue growth expected at around 25% ± a couple of percentage points annually. - Addition of Jayhawk's revenue contributes an incremental 10% to 15% growth, as Jayhawk was not included in previous years. - Overall growth from existing three companies (Anupam, Tanfac, Jayhawk) anticipated to be strong, with Jayhawk contributing approx. Organic revenue growth expected around 25% (+/- a few percentage points) for FY27 from existing companies (Anupam, Tanfac), plus an additional 10-15% growth from Jayhawk's inclusion.
From Anupam Rasayan's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Organic revenue growth expected at around 25% ± a couple of percentage points annually.
- Addition of Jayhawk's revenue contributes an incremental 10% to 15% growth, as Jayhawk was not included in previous years.
- Overall growth from existing three companies (Anupam, Tanfac, Jayhawk) anticipated to be strong, with Jayhawk contributing approx. INR140-150 crores this quarter.
- Growth excluding Jayhawk was single-digit, reflecting a seasonal tepid Q1.
- Post-consummation of Bliss GVS Pharma acquisition, further growth expected by improving asset utilization from current ~30% to 60-70% over 2-3 years.
- Bliss integration will likely stimulate growth via combined sales and marketing efforts.
- Long term opportunities exist with new product pipelines and LOIs such as BASQUEVOLT (~USD300 million over 10 years).
- Stable growth expected across Agri, Pharma, and Performance Materials segments with shifting portfolio mix.
Profitability & Margins
See what Anupam Rasayan said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Major capex cycle for existing Anupam platform has been completed, with all major projects commissioned and operational. (Page 6)
- Future capex expected to be limited, primarily for repair, maintenance, repurposing, or new product introductions. (Page 9)
- Guided capex range for FY27 is approximately INR 70-80 crores, focused mainly on standalone business. (Page 9)
- Jayhawk is well capitalized, unlevered, and expected to fund its own capex for growth, repurposing, or replacements without Anupam's funding support, at least in near term. (Page 9)
- Strategic investments include the ongoing Bliss GVS Pharma acquisition (expected to close by H1 September), which will expand pharmaceutical capabilities. (Pages 6-16)
- Letter of Intent with BASQUEVOLT involves potential long-term revenue of ~USD 300 million over 10 years, with commercialization expected from FY27. (Page 5)
Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Anupam Rasayan said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The order book revenue for the last year was roughly around INR 400 crores.
- This revenue is expected to be significantly higher this year, contributing around 25% of total revenue.
- Going forward, the order book is anticipated to contribute around 30% of total revenue.
- Most products in the order book have been or are expected to be commercialized by this year or the next year.
- Overall, there is a strong ramp-up occurring in the order book execution and conversion to revenue.
Anupam Rasayan — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹636 Cr, net profit ₹56 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Anupam Rasayan India Ltd's management said in earlier quarters
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q2 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were Anupam Rasayan Q1 FY27 results?
Organic revenue growth expected at around 25% ± a couple of percentage points annually. - Addition of Jayhawk's revenue contributes an incremental 10% to 15% growth, as Jayhawk was not included in previous years. - Overall growth from existing three companies (Anupam, Tanfac, Jayhawk) anticipated to be strong, with Jayhawk contributing approx. Organic revenue growth expected around 25% (+/- a few percentage points) for FY27 from existing companies (Anupam, Tanfac), plus an additional 10-15% growth from Jayhawk's inclusion.
What is Anupam Rasayan share price analysis?
Anupam Rasayan currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 81.0 with a market cap of ₹14,160 Cr. Investors should review the full earnings analysis for detailed insights.
Is Anupam Rasayan planning capital expenditure?
Major capex cycle for existing Anupam platform has been completed, with all major projects commissioned and operational.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.