Anupam Rasayan India Ltd

Anand Sureshbhai Desai, a promoter of Anupam Rasayan India Limited, has created a pledge on 2,00,000 equity shares, representing 0.17% of the total share capital. This action was taken on August 6, 2026, and reported on August 14, 2026, under SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011. The pledge is intended to provide additional security cover for a shortfall in payment related to the issuance of Non-Convertible Debentures (NCDs) by the company, aggregating to INR 160 Crores. This disclosure impacts the promoter's direct holding and is a regulatory filing concerning share encumbrance.

Anupam Rasayan India Limited announced its unaudited financial results for the quarter ended June 30, 2026. The company reported a consolidated revenue of ₹6,675 million, a significant 36% year-on-year increase from ₹4,907 million in Q1 FY26. EBITDA also grew by 35% YoY to ₹1,749 million, maintaining a healthy EBITDA margin of 26.2%. Profit After Tax (PAT) for the quarter stood at ₹512 million, a 6% rise from ₹485 million in the prior year's quarter. The company highlighted key achievements including the commercialization of Ethyl Trifluoroacetate using flow chemistry and a Letter of Intent with BASQUEVOLT for a potential US$300 million supply deal over ten years. The proposed acquisition of Bliss GVS Pharma is also progressing as planned.

Anupam Rasayan India Ltd announced that its Board of Directors, in a meeting held on August 14, 2026, has approved the unaudited financial results for the quarter ended June 30, 2026. Both standalone and consolidated results were considered. The company also approved the appointment of Mr. Ravi Desai as Chief Operating Officer, effective from the same date. The board meeting commenced at 8:48 a.m. IST and concluded at 9:36 a.m. IST. The audited financial results and limited review reports were submitted.

Anupam Rasayan India Ltd announced the appointment of Mr. Ravi Desai as Chief Operating Officer (COO) effective August 14, 2026. Mr. Desai, previously the Sales Head and a Key Managerial Personnel, will continue in his KMP role. His appointment was approved by the Board of Directors following a recommendation from the Nomination and Remuneration Committee. Mr. Desai brings over 20 years of experience in the speciality chemicals industry, with expertise in business development, sales, marketing, and operations. He has been with the company since 2012 and has played a key role in its growth and expansion across various chemical segments.

Anupam Rasayan's consolidated (primary) revenue rose 34.8% YoY and 3.0% QoQ to ₹654.98 Cr, but consolidated PAT (pre-minority) grew just 5.7% YoY to ₹51.22 Cr and fell 8.5% QoQ from ₹55.996 Cr — profit growth trailing revenue growth by a wide margin. NPM compressed to 7.67% from 9.87% a year ago and 8.76% last quarter. Standalone tells a very different story: revenue up only 4.2% YoY to ₹328.81 Cr and PAT up 7.8% YoY to ₹32.01 Cr, confirming that the consolidated top-line surge is driven by acquired/consolidated entities (Tanfac Industries, European and US units) rather than organic growth at the parent. The margin bridge sits mostly below the operating line. OPM (EBITDA/revenue) actually improved QoQ to 24.79% from 21.59%, though it remains below the year-ago 25.58%. The real drag on net profit came from finance costs, up 37.9% YoY to ₹49.19 Cr, and depreciation, up 82.7% YoY to ₹56.06 Cr — consistent with debt- and capex-funded scaling as recent acquisitions layer onto the balance sheet. Employee benefit expense also spiked sharply, to ₹64.88 Cr from ₹20.33 Cr a year ago and ₹30.82 Cr last quarter (+219% YoY, +111% QoQ), the single largest swing item in the P&L and worth flagging as either a one-off charge or a new structural cost base. Consolidated tax rate came in at 26.5% versus 23.2% at the standalone level. Management's Q4 FY26 guidance targeted consolidated FY27 revenue of over ₹4,000 Cr and pro forma EBITDA of ~₹834 Cr post-acquisitions, a 20-25% CAGR over 3-5 years, and a 25% standalone tax rate — the standalone effective tax rate of 23.2% this quarter is broadly consistent with that target, but the ₹655 Cr Q1 consolidated revenue run-rate is well short of a linear path to ₹4,000 Cr, implying the FY27 target leans heavily on acquisitions still in progress: the ₹299/share Bliss GVS Pharma open offer (launched July 21, 2026) and the $300 Mn BASQUEVOLT LOI (signed July 15, 2026) have not yet meaningfully hit these numbers, alongside the completed Mates Visa Consultancy acquisition (July 17, 2026). No street/consensus estimates for this specific quarter turned up in a search, so the print cannot be graded against analyst expectations; no separate management press release was available in the context to cross-check management's own framing of the quarter. The next quarter is the key test of whether the employee-cost jump and elevated finance/depreciation load are transient or structural, and whether the OPM recovery seen this quarter QoQ (21.59% to 24.79%) continues toward the levels implied by management's FY27 EBITDA target.

Anupam Rasayan India Ltd has announced that its Board of Directors will convene on August 14, 2026, to consider and approve the Unaudited Financial Results for the quarter ending June 30, 2026. The results will be both standalone and consolidated. The company also reminded stakeholders about the trading window closure, which began on July 01, 2026, and will end on August 16, 2026, 48 hours after the financial results are declared. This information is in compliance with SEBI Listing Regulations.

Anupam Rasayan India Limited, along with its person acting in concert (PAC), Mates Visa Consultancy Private Limited, has submitted a Letter of Offer for an open offer to acquire fully paid-up equity shares of Bliss GVS Pharma Limited. The offer is to acquire up to 2,77,26,848 equity shares, representing 26.00% of the expanded voting share capital of Bliss GVS Pharma. The offer price is ₹299.00 per equity share. This open offer is being made in compliance with the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. The company has also stated that this is not a conditional or competing offer and does not require a minimum level of acceptance. Non-resident shareholders will need to obtain necessary approvals.

Anupam Rasayan India Limited has successfully acquired 100% of Mates Visa Consultancy Private Limited for INR 10,000. This acquisition makes Mates Visa Consultancy a wholly-owned subsidiary and is part of a group restructuring exercise. Mates Visa Consultancy will act as a person acting in concert for Anupam Rasayan's proposed acquisition of equity shares in Bliss GVS Pharma Limited. The target entity, incorporated in May 2022, operates in immigration and visa consultancy services and had a turnover of approximately INR 31.40 lakh in FY 2025-26. The acquisition is not a related party transaction and has been completed on July 17, 2026.

Anupam Rasayan India Ltd. has signed a non-binding Letter of Intent (LOI) with BASQUEVOLT, S.A., a European solid-state lithium battery developer. The LOI outlines a potential long-term supply agreement for a specialty chemical product, with an estimated cumulative revenue of $300 million over a period of up to 10 years. This preliminary agreement is contingent upon successful product development and the negotiation of a definitive supply contract. The move signifies Anupam Rasayan's strategic focus on expanding its presence in the electronic chemicals sector, a key growth area for the company. Anand Desai, Managing Director, highlighted the LOI as a significant step in deepening the company's footprint in high-growth electronic chemicals for advanced manufacturing.

Anupam Rasayan India Ltd has announced the closure of its trading window from Wednesday, July 01, 2026. This closure will remain in effect until 48 hours after the declaration of the company's unaudited financial results (standalone and consolidated) for the quarter ended June 30, 2026. The decision aligns with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct. The announcement aims to prevent insider trading during the sensitive period leading up to and immediately following the financial results disclosure. The company will also host this information on its official website.