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View Claim Ledger →Anupam Rasayan India Ltd — Q3 FY26
Anupam Rasayan delivered a strong Q3 FY26 with consolidated revenue of ₹512 crore (+31% YoY) and PAT of ₹61 crore (+12% YoY).
bullish
high
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Anupam Rasayan delivered a strong Q3 FY26 with consolidated revenue of ₹512 crore (+31% YoY) and PAT of ₹61 crore (+12% YoY). The 9-month revenue reached ₹1,730 crore (+84% YoY), driven by scale-up of commercial molecules, improved capacity utilization, and strong execution across agro, pharma, and performance materials. Pharma grew 85% YoY in 9M, contributing 19% of sales. The company announced the acquisition of J-Hawk Pine Chemicals (US), expected to be EPS-accretive from day one, providing direct US manufacturing presence and access to high-growth end markets like EV, aerospace, and electronics. Management guided for working capital days to improve from ~250 to below 200 by FY27. Risks include integration challenges with J-Hawk and potential volatility in agro demand recovery.
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Integration risk from J-Hawk acquisition
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Pharma segment growth (9M FY26)
85%
+85% YoY
Pharma revenue grew 85% year-on-year in 9M FY26, driven by ramp-up of commercialized molecules and new product additions.
Polymer & performance materials growth (9M FY26)
245%
+245% YoY
Polymer and performance materials segment grew 245% YoY in 9M FY26, supported by demand in advanced materials and electronic chemicals.
Export revenue share (9M FY26)
58%
flat
Exports contributed 58% of total revenue in 9M FY26, reaffirming strong global presence.
Japan revenue share (Q3 FY26)
17%
flat
Japan contributed 17% of quarterly revenue, supported by new customer additions and molecule expansion.
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Guidance and risk preview
Management targets reducing working capital days from ~250 to below 200 by FY27, with near-term goal of ~220 days.
The acquisition of J-Hawk Pine Chemicals involves integration of a US-based entity, which may pose operational and cultural challenges.
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