Anya Polytech & Fertilizers Q2 FY26 Share Price & Earnings Call Analysis
- Market cap
- ₹194 Cr
- P/E
- 23.37
- ROE
- 9.00%
- PEG
- 1.12
- Price to sales
- 1.11
- Debt to equity
- 0.85
- 52W high / low
- ₹23.8 / ₹14.7
- EBITDA margin
- 9.62%
- Net profit margin
- 4.73%
- Promoter holding
- 65.40%
- Sales (last year)
- ₹176 Cr
Incorporated in 2011, Anya Polytech & Fertilizers Limited is engaged in the business of Fertilizers and bags manufacturing and also provides environmental solutions.[1]
Guidance scorecard · Q2 FY26 call
What Anya Polytech & Fertilizers Ltd's management guided
and where it ranks in Fertilizers & Agrochemicals
Fertilizers & Agrochemicals
RevenueQ2 FY26 call
20–40%- For FY26, the company expects consolidated revenue to exceed INR 200 crores, having already achieved INR 99.70 crores in H1.
- By 2026-27, the revenue target is INR 350 crores driven mainly by fertilizer and green energy segments.
- Growth catalysts include expansion in fertilizer product portfolio, especially high-margin patented micronutrients and chelated salts through partnerships like UPL.
- Packaging segment growth is supported by increasing demand from the US market due to favorable tariff conditions against China.
- Green energy projects (biomass pellets, solar energy for captive use, pulp molding tableware) are expected to add INR 50-60 crores to turnover within the next 6-10 months.
2 more points from Anya Polytech & Fertilizers Ltd's call on revenue
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MarginsQ2 FY26 call
Up 2%+See what Anya Polytech & Fertilizers Ltd said on margins — free account, 30 seconds.
CapexQ2 FY26 call
Planned- Total capex for the current year is around INR 5.50 crores for Anya Polytech, INR 1.50 crores for Arawali Phosphate, and INR 7-9 crores for Yara Green.
- Capex in Polyform was around INR 7 crores.
- Total capex across Anya Polytech, Yara Green, Arawali, and Polyform sums up to approximately INR 19 crores.
- Capex is primarily directed towards capacity expansion, technology integration, product diversification, and supply chain efficiency.
- Focus on expanding product portfolio in fertilizers (micronutrients and macronutrients) and entering new ventures like green energy (biomass pellets and solar projects).
- Establishment of biomass pellet and solar energy units is underway with land already acquired.
- Biomass pellet project to complete within 6 months and pulp molding (tableware) within 10 months, expected to add INR 50-60 crores to turnover.
2 more points from Anya Polytech & Fertilizers Ltd's call on capex
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FundraisingQ2 FY26 call
PlannedSee what Anya Polytech & Fertilizers Ltd said on fundraising — free account, 30 seconds.
Order bookQ2 FY26 call
Rising- The US market is currently open for Indian companies like Anya Polytech after tariffs affected Chinese competitors.
- There is huge demand and the company is overbooked with orders.
- The company is selectively choosing orders to maximize margins.
- This strong order book indicates robust demand and visibility for their packaging and fertilizer segments.
- Institutional buyers maintain long-term agreements, for example with KRIBHCO and sugar mills, ensuring steady order inflow.
2 more points from Anya Polytech & Fertilizers 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 Fertilizers & Agrochemicals
on management's own guidance
- Dharmaj CropGood growth2
- 1
- M B Agro Prod.Good growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Fertilizers & Agrochemicals companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | Anya Polytech &This stock | 20–40% | Up 2%+ | ₹209 Cr | 25.1 |
| 2 | Dharmaj Crop | 20–40% | Up 0–2% | ₹882 Cr | 14.7 |
| 3 | M B Agro Prod. | 20–40% | Flat | ₹7,668 Cr | 49.5 |
| 4 | 20–40% | Flat | ₹6,453 Cr | 32.8 | |
| 5 | 10–20% | Up 2%+ | ₹1,226 Cr | 18.3 | |
| 6 | 10–20% | Flat | ₹51,882 Cr | 27.8 |
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Pro shows every company guiding 40%+ revenue growth →Full Fertilizers & Agrochemicals rankingFinancials of Anya Polytech & Fertilizers Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Anya Polytech & Fertilizers Ltd
Quarterly Results
Quarter-by-quarter operating performance
Financials of Anya Polytech & Fertilizers Ltd
Profit & Loss
Annual income statement trend
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|
| Sales + | 92 | 116 | 123 | 136 | 159 |
| Expenses + | 87 | 104 | 107 | 114 | 141 |
| Operating Profit | 5 | 11 | 17 | 22 | 18 |
| OPM % | 5% | 10% | 14% | 16% | 11% |
| Other Income + | 0 | 0 | 2 | 2 | 2 |
| Interest | 2 | 2 | 4 | 7 | 8 |
| Depreciation | 3 | 3 | 3 | 5 | 6 |
| Profit before tax | 1 | 6 | 12 | 12 | 7 |
| Tax % | -29% | 5% | 30% | 29% | |
| Net Profit + | 1 | 6 | 8 | 8 | 6 |
| EPS in Rs | 0.22 | 1.47 | 2.64 | 0.70 | 0.52 |
| Dividend Payout % | 0% | 0% | 0% | 0% |
Financials of Anya Polytech & Fertilizers Ltd
Balance Sheet
Capital structure and asset base
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sep 2025 | |
|---|---|---|---|---|---|
| Equity Capital | 32 | 32 | 18 | 24 | 24 |
| Reserves | -10 | -5 | 23 | 64 | 71 |
| Borrowings + | 27 | 51 | 49 | 79 | 68 |
| Other Liabilities + | 12 | 18 | 22 | 21 | 34 |
| Total Liabilities | 61 | 97 | 111 | 188 | 196 |
| Fixed Assets + | 18 | 33 | 40 | 46 | 50 |
| CWIP | 1 | 9 | 1 | 4 | 4 |
| Investments | 0 | 0 | 0 | 0 | 0 |
| Other Assets + | 42 | 55 | 70 | 138 | 142 |
| Total Assets | 61 | 97 | 111 | 188 | 196 |
Financials of Anya Polytech & Fertilizers Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|
| Cash from Operating Activity + | -6 | 3 | -10 | -51 |
| Cash from Investing Activity + | -9 | -28 | 1 | -4 |
| Cash from Financing Activity + | 15 | 25 | 10 | 62 |
| Net Cash Flow | 0 | 0 | 0 | 7 |
| Free Cash Flow | -13 | -24 | -17 | -57 |
| CFO/OP | -130% | 25% | -48% | -220% |
Financials of Anya Polytech & Fertilizers Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|
| Debtor Days | 26 | 40 | 56 | 85 |
| Inventory Days | 57 | 80 | 111 | 165 |
| Days Payable | 40 | 49 | 56 | 43 |
| Cash Conversion Cycle | 43 | 70 | 111 | 207 |
| Working Capital Days | 49 | 46 | 94 | 118 |
| ROCE % | 13% | 18% | 14% |
Continue your research
What Anya Polytech & Fertilizers Ltd's management said in earlier quarters
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