Anuh Pharma (506260) Q4 24/25 earnings summary

Executive summary

• Achieved record quarterly revenue of ₹199.54 crore in Q4 FY25 and annual revenue of ₹670.97 crore, up from ₹659.10 crore year-over-year.

• Audited financial results for the quarter and year ended 31 March 2025 were approved, with an unmodified auditor's opinion.

• Board recommended a 1:1 bonus equity share issue and a final dividend of Rs. 1.50 per share on post-bonus capital, both subject to shareholder approval.

• Customer base expanded from 698 to 737, with export customers rising from 260 to 304, reflecting deeper international penetration.

• Manufacturing capacity increased from 1,800 MT to 2,200 MT, with further expansion planned for intermediates in FY26.

Financial highlights

• Q4 FY25 operating revenue grew 24.22% sequentially to ₹198.14 crore; full-year operating revenue up 2.24% to ₹661.51 crore.

• Net profit after tax for FY25 was Rs. 4,735.19 lakhs, down from Rs. 6,005.75 lakhs year-over-year.

• EBITDA for FY25 was Rs. 7,036.40 lakhs (10.64% margin), compared to Rs. 8,724.69 lakhs (13.48% margin) in FY24.

• EPS for FY25 was Rs. 9.45, compared to Rs. 11.98 in FY24.

• Export sales contributed ~55% of total revenue in FY25.

Outlook and guidance

• Anticipates steady annual growth rate of 15-16% driven by market expansion, new product launches, and inorganic opportunities.

• Focus on innovation in complex chemistry APIs, especially for lifestyle diseases such as diabetes, hypertension, and obesity.

• Plans to introduce 5-6 new products in FY26 and expand intermediate manufacturing by 300 MTPA.

• Bonus shares and final dividend are proposed, with bonus shares to be credited within two months of board approval, pending shareholder consent.

• Revised policies on dividend distribution, related party transactions, and materiality adopted in line with regulatory updates.