Anupam Rasayan India (ANURAS) Q1 26/27 earnings summary

Executive summary

• Consolidated total income was ₹6,675.45 million vs ₹4,907.39 million, up 36% YoY; EBITDA was ₹1,749 million, up 35%.

• Three products were added in Q1 FY27, taking the portfolio to 125+; new product commercialization and demand across segments supported growth.

• Jayhawk’s acquisition expands U.S. manufacturing and advanced-chemistry capabilities; FY27 is expected to be its first full year of contribution.

• Ravi Desai was appointed Chief Operating Officer effective August 14, 2026, while continuing as a Key Managerial Personnel.

Financial highlights

• Consolidated revenue from operations was ₹6,549.80 million vs ₹4,858.27 million; total revenue was ₹6,675.45 million vs ₹4,907.39 million.

• Consolidated PAT was ₹512.15 million vs ₹484.58 million; profit attributable to owners was ₹386.39 million vs ₹340.36 million; EPS was ₹3.39 vs ₹3.10.

• Standalone revenue from operations was ₹3,288.05 million vs ₹3,156.94 million; PAT was ₹320.06 million vs ₹296.94 million.

• Cash profits were ₹64 crore vs ₹56 crore YoY; working capital remained stable in Q1.

Outlook and guidance

• FY27 organic revenue growth guidance is 20%-25%, plus or minus a couple of percentage points; Jayhawk is expected to add 10%-15% growth.

• EBITDA margin guidance: standalone 24%-26%; consolidated 22%-24%.

• BASQUEVOLT commercialization is expected in FY27, with revenue ramping over 2-3 years; listed LOIs and contracts total ₹17,496 crore over their tenures.

• Bliss asset utilization is targeted to rise from 30% to 60%-70%; integration discussions are expected after closing.