Anupam Rasayan India Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹13,457 Cr
- P/E
- 77.01
- ROE
- 5.55%
- PEG
- -40.76
- Price to sales
- 5.30
- Debt to equity
- 0.57
- 52W high / low
- ₹1,376 / ₹1,068
- Sales growth (5Y)
- 23.88%
- EBITDA margin
- 22.21%
- Net profit margin
- 9.43%
- Promoter holding
- 59.07%
- Sales (last year)
- ₹2,535 Cr
Anupam Rasayan India Ltd is engaged in manufacturing of specialty chemicals, which are sold in local as well as exported to other countries.[1]
Guidance scorecard · Q1 FY27 call
What Anupam Rasayan India Ltd's management guided
and where it ranks in Chemicals & Petrochemicals
Chemicals & Petrochemicals
RevenueQ1 FY27 call
20–40%- 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.
2 more points from Anupam Rasayan India Ltd's call on revenue
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MarginsQ1 FY27 call
FlatSee what Anupam Rasayan India Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
None planned- Major capex cycle for existing Anupam platform has been completed, with all major projects commissioned and operational.
- Future capex expected to be limited, primarily for repair, maintenance, repurposing, or new product introductions.
- Guided capex range for FY27 is approximately INR 70-80 crores, focused mainly on standalone business.
- 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.
2 more points from Anupam Rasayan India Ltd's call on capex
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FundraisingQ1 FY27 call
PlannedSee what Anupam Rasayan India Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Rising- 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.
2 more points from Anupam Rasayan India Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Chemicals & Petrochemicals companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 0–2% | ₹263 Cr | 3.4 | |
| 2 | 40%+ | Flat | ₹4,375 Cr | 83.7 | |
| 3 | 40%+ | Flat | ₹3,259 Cr | 4.0 | |
| 4 | 40%+ | Flat | ₹145 Cr | 15.9 | |
| 5 | 20–40% | Up 2%+ | ₹1.81L Cr | 90.9 | |
| 6 | 20–40% | Up 2%+ | ₹48,366 Cr | 78.3 |
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Pro shows every company guiding 40%+ revenue growth →Full Chemicals & Petrochemicals rankingAnupam Rasayan India Ltd announcements
All announcements →- Acquisition / mergerNotableAnupam Rasayan completes acquisition of 48.2% controlling stake in Bliss GVS Pharma
- Board / shareholder meeting outcomeNotableAnupam Rasayan India Ltd approves 23rd AGM, dividend record date, Tanfac share acquisition
Financials of Anupam Rasayan India Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Anupam Rasayan India Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 480 | 386 | 392 | 296 | 401 | 254 | 294 | 390 | 500 | 486 | 731 | 512 | 636 |
| Expenses + | 363 | 285 | 285 | 216 | 308 | 201 | 214 | 266 | 356 | 362 | 596 | 385 | 498 |
| Operating Profit | 117 | 101 | 107 | 79 | 93 | 53 | 80 | 124 | 144 | 124 | 136 | 127 | 137 |
| OPM % | 24% | 26% | 27% | 27% | 23% | 21% | 27% | 32% | 29% | 26% | 19% | 25% | 22% |
| Other Income + | 24 | 12 | 3 | 2 | 12 | 6 | 2 | -4 | 6 | 5 | 8 | 2 | 3 |
| Interest | 20 | 18 | 20 | 25 | 26 | 22 | 27 | 32 | 31 | 36 | 36 | 35 | 42 |
| Depreciation | 19 | 19 | 20 | 20 | 21 | 21 | 22 | 29 | 31 | 31 | 32 | 34 | 43 |
| Profit before tax | 103 | 77 | 71 | 36 | 58 | 16 | 34 | 59 | 88 | 63 | 76 | 60 | 56 |
| Tax % | 29% | 32% | 31% | 28% | 30% | 25% | 10% | 9% | 29% | 23% | 24% | -1% | 0% |
| Net Profit + | 73 | 52 | 49 | 26 | 40 | 12 | 31 | 54 | 63 | 48 | 57 | 61 | 56 |
| EPS in Rs | 5.27 | 3.59 | 3.78 | 1.68 | 2.82 | 0.36 | 1.52 | 2.56 | 4.05 | 3.10 | 3.90 | 4.31 | 3.75 |
Financials of Anupam Rasayan India Ltd
Profit & Loss
Annual income statement trend
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Sales + | 502 | 529 | 811 | 1,074 | 1,602 | 1,475 | 1,437 | 2,365 |
| Expenses + | 408 | 394 | 617 | 769 | 1,171 | 1,094 | 1,036 | 1,841 |
| Operating Profit | 93 | 135 | 194 | 305 | 431 | 381 | 401 | 525 |
| OPM % | 19% | 25% | 24% | 28% | 27% | 26% | 28% | 22% |
| Other Income + | 19 | 11 | 26 | 8 | 10 | 30 | 11 | 18 |
| Interest | 24 | 45 | 69 | 31 | 63 | 89 | 112 | 149 |
| Depreciation | 23 | 29 | 52 | 60 | 71 | 80 | 102 | 140 |
| Profit before tax | 66 | 72 | 100 | 222 | 308 | 242 | 198 | 254 |
| Tax % | 24% | 26% | 30% | 31% | 30% | 31% | 19% | 13% |
| Net Profit + | 49 | 53 | 70 | 152 | 217 | 167 | 160 | 222 |
| EPS in Rs | 9.85 | 10.64 | 7.04 | 15.18 | 16.83 | 11.71 | 8.49 | 14.94 |
| Dividend Payout % | 0% | 0% | 7% | 7% | 15% | 11% | 9% | 0% |
Financials of Anupam Rasayan India Ltd
Balance Sheet
Capital structure and asset base
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Equity Capital | 50 | 50 | 100 | 100 | 107 | 110 | 110 | 146 |
| Reserves | 432 | 515 | 1,473 | 1,627 | 2,265 | 2,651 | 2,740 | 3,188 |
| Borrowings + | 694 | 847 | 423 | 836 | 822 | 1,069 | 1,373 | 1,867 |
| Other Liabilities + | 146 | 252 | 301 | 327 | 584 | 772 | 1,045 | 2,811 |
| Total Liabilities | 1,323 | 1,664 | 2,298 | 2,891 | 3,778 | 4,602 | 5,269 | 8,013 |
| Fixed Assets + | 681 | 977 | 1,115 | 1,202 | 1,417 | 1,501 | 2,185 | 3,713 |
| CWIP | 191 | 101 | 43 | 44 | 120 | 609 | 216 | 114 |
| Investments | 0 | 0 | 0 | 149 | 67 | 67 | 9 | 19 |
| Other Assets + | 451 | 586 | 1,140 | 1,496 | 2,173 | 2,424 | 2,860 | 4,167 |
| Total Assets | 1,323 | 1,664 | 2,298 | 2,891 | 3,778 | 4,602 | 5,269 | 8,013 |
Financials of Anupam Rasayan India Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 39 | 95 | 1 | -171 | 292 | 59 | -30 | 334 |
| Cash from Investing Activity + | -250 | -178 | -193 | -412 | -523 | -392 | -330 | -820 |
| Cash from Financing Activity + | 206 | 102 | 416 | 384 | 371 | 395 | 223 | 621 |
| Net Cash Flow | -6 | 19 | 224 | -199 | 140 | 62 | -137 | 135 |
| Free Cash Flow | -209 | -85 | -144 | -318 | 232 | -644 | -440 | -220 |
| CFO/OP | 55% | 77% | 10% | -44% | 84% | 28% | 3% | 72% |
Financials of Anupam Rasayan India Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Debtor Days | 88 | 89 | 92 | 95 | 95 | 143 | 186 | 148 |
| Inventory Days | 277 | 515 | 530 | 852 | 483 | 627 | 876 | 490 |
| Days Payable | 105 | 226 | 215 | 225 | 167 | 247 | 348 | 261 |
| Cash Conversion Cycle | 260 | 379 | 408 | 722 | 410 | 524 | 715 | 377 |
| Working Capital Days | 56 | 21 | 168 | 218 | 153 | 138 | 160 | 111 |
| ROCE % | 9% | 10% | 11% | 13% | 9% | 7% | 7% |
Guidance history
How Anupam Rasayan India Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Flat | None planned | Planned | Rising |
| Q4 FY26 call → | 20–40% | Flat | Planned | Planned | Rising |
| Q3 FY26 call → | 20–40% | Flat | Planned | — | Rising |
| Q2 FY26 call → | 40%+ | Flat | Planned | Planned | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
52 out of 100 — Steady
Over the past year its share price has moved roughly in the middle of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | +8.5% | 67% |
| Last 6 months | −12.0% | 33% |
| Last 3 months | −2.4% | 60% |
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Anupam Rasayan India Ltd: 0.4 × 67 + 0.4 × 33 + 0.2 × 60 = 52.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Anupam Rasayan India Ltd's management said in earlier quarters
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