Anupam Rasayan India Limited is navigating a major strategic pivot as it integrates recent acquisitions like Jayhawk Fine Chemicals and Bliss GVS Pharma to build an integrated life science platform. Retail investors should look for updates on the Bliss GVS open offer status, the company's path toward reducing working capital intensity, and the revenue contribution from its newly commercialized specialty chemicals.
| Results date | August 14, 2026 |
|---|---|
| Quarter | Q1 FY 2026-2027 |
| Previous quarter revenue | Rs. 631 Cr |
| Previous quarter PAT | Rs. 55 Cr |
| Previous quarter EBITDA margin | 22% |
| Net debt (latest quarter) | Rs. 1,100 Cr |
| Market cap | Rs. 13,782.51 Cr |
| CMP | Rs. 1209.4 |
The board meeting is scheduled for August 14, 2026, to consider the unaudited financial results (standalone and consolidated) for the quarter ended June 30, 2026.
The earnings call is scheduled for August 14, 2026, at 2:00 PM IST, with the MD, CEO, CFO, and Deputy CFO participating.
Management is focused on scaling the integrated platform following the acquisition of Bliss GVS Pharma, which is projected to push pro forma consolidated revenue above Rs. 4,000 Cr. The company is working to improve its working capital efficiency, targeting a reduction to below 180 days by March 2027 from the 215-220 day pro forma level reported at the end of FY26. With the successful commercialization of Ethyl trifluoroacetate (ETFA) in June 2026, the company is targeting a global addressable market of USD 500-600 Mn to drive future growth. The upcoming call will likely address the integration status of recent acquisitions, the transition plan for the Deputy CFO role, and the impact of the Rs. 250 Cr Halol CDMO project on future revenue streams.
Performance vs Guidance Tracking: Tracking progress against key FY27 and long-term strategic targets.
Bliss GVS Pharma Acquisition Update: Monitoring the integration of the newly acquired pharma business.
Strategic Execution and Capex: Updates on key growth projects and infrastructure.
Working capital days improved significantly to 215-220 days on a pro forma basis in Q4 FY26, down from 409 days in FY25. Management maintains a target of 180 days or below by the end of FY27.
The acquisition is being funded through a Rs. 300 Cr term loan and non-controlling non-voting equity from a global investment management fund. Additionally, Rs. 160 Cr was raised via NCDs allotted to Aditya Birla Capital.
The total order book stands at Rs. 14,646 Cr with a duration of 5-7 years. This provides an incremental annual revenue potential of Rs. 1,700-1,800 Cr from the pipeline.
Yes, management has guided for a 20%-30% revenue CAGR over the next 3-5 years (FY27-FY31). FY26 consolidated revenue of Rs. 2,365 Cr represented a 65% YoY growth, exceeding initial expectations.