Anupam Rasayan India Limited — Q1FY27 earnings call summary

Filed 14 August 2026 · Company audio recording

Flow chemistry commercialization of ETFA expected to deliver better-than-average margins due to cost efficiencies and value creation.
Major capex cycle completed; FY27-28 capex expected ~₹70-80cr, mainly maintenance/repurposing; no significant capex for Jayhawk expected.
EBITDA margin guidance: standalone 24-26%, consolidated 20-24% over next 2-3 years.
FY27 seen as first full year of GEOC (Jayhawk) integration, boosting global specialty chemicals platform.
LOI with Baskov for ~$300mn over 10 years, commercialization starting FY27 H2, ramping over 2-3 years.
Organic revenue growth guidance of 20-25% plus 10-15% from Jayhawk addition for FY27.
Bliss GVS acquisition expected to close by H1 September; post-merger integration to start thereafter.
Polymer business expected to contribute 20-25% standalone, 30-35% consolidated revenue.