Anupam Rasayan Nov-24
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Questions and Answers

What was the total revenue for Q2FY25?

  • ₹1,907 Mn
  • ₹3,206 Mn
  • ₹1,945 Mn (correct)
  • ₹3,171 Mn
  • What was the change in profit after tax from Q2FY24 to Q2FY25?

  • Increased by ₹582 Mn
  • Decreased by ₹582 Mn (correct)
  • Increased by ₹582 Mn
  • Decreased by ₹582 Mn (correct)
  • Which quarter showed a higher EBITDA margin?

  • Cannot be determined from the data
  • Both quarters had the same EBITDA margin
  • Q2FY24 (correct)
  • Q2FY25
  • What was the cost of raw materials consumed in Q2FY25?

    <p>₹598 Mn (A)</p> Signup and view all the answers

    What was the gross profit for Q2FY24?

    <p>₹1,934 Mn (B)</p> Signup and view all the answers

    What is the subject of the communication from Anupam Rasayan India Ltd?

    <p>Investor Presentation (C)</p> Signup and view all the answers

    To which date does the Investor Presentation refer?

    <p>September 30, 2024 (D)</p> Signup and view all the answers

    Which regulations are mentioned as applicable in the communication?

    <p>Listing Obligations and Disclosure Requirements Regulations, 2015 (C)</p> Signup and view all the answers

    What will happen to the Investor Presentation after being enclosed in the communication?

    <p>It will be hosted on the company's website. (B)</p> Signup and view all the answers

    Who is the signatory of the communication?

    <p>The Company Secretary &amp; Compliance Officer (B)</p> Signup and view all the answers

    What is the role of Mona A Desai in the company?

    <p>Managing Director (D)</p> Signup and view all the answers

    Which individual has the least number of years of experience in the company?

    <p>Mr. Amit Khurana (D)</p> Signup and view all the answers

    Who among the following is responsible for Corporate Strategy and global M&A?

    <p>Mr. Gopal Agrawal (A)</p> Signup and view all the answers

    Which individual holds a PhD in Chemistry?

    <p>Dr. Nileshkumar Naik (A), Dr. Anuj Thakar (C)</p> Signup and view all the answers

    Mr. Vishal Thakkar is primarily associated with which sector of the company?

    <p>Finance and business development (D)</p> Signup and view all the answers

    What common qualification do Mr. Gopal Agrawal and Mr. Amit Khurana share?

    <p>Both are Qualified Chartered Accountants (C)</p> Signup and view all the answers

    What is Dr. Nileshkumar Naik's focus within the company?

    <p>Technical Development (B)</p> Signup and view all the answers

    Which of the following statements is true regarding Mr. Ravi Desai?

    <p>He leads the sales team for over 15 years. (B)</p> Signup and view all the answers

    What is the primary industry expertise of John Grant?

    <p>Fluoro chemicals (A)</p> Signup and view all the answers

    Which company did Mr. Tsutomu Suetomi previously work for?

    <p>DuPont (D)</p> Signup and view all the answers

    Which individual specializes in Crop Protection?

    <p>Mr. Thierry Baumlin (A)</p> Signup and view all the answers

    How many years of experience does Mr. Hiroaki Matsudaira have in the chemicals industry?

    <p>30 years (D)</p> Signup and view all the answers

    What is one of Mr. Rob Bryant's current roles?

    <p>Director of Business Development at NASA (D)</p> Signup and view all the answers

    What was the EBITDA margin percentage for the latest reporting period?

    <p>30% (C)</p> Signup and view all the answers

    Which of the following figures represents the profit after tax for the latest period?

    <p>387 (D)</p> Signup and view all the answers

    How many employees are committed to Anupam Rasayan India Limited as of Q2FY25?

    <p>1,705+ (C)</p> Signup and view all the answers

    What year was Anupam Rasayan India Limited established?

    <p>1984 (D)</p> Signup and view all the answers

    What is the primary focus of Anupam Rasayan India Limited?

    <p>Multi-step synthesis of chemicals (B)</p> Signup and view all the answers

    Which of the following represents the finance cost in the latest reporting period?

    <p>254 (D)</p> Signup and view all the answers

    How many complex products had been manufactured by Anupam Rasayan India Limited as of Q2FY25?

    <p>73 (D)</p> Signup and view all the answers

    Which segment can Anupam Rasayan India Limited's products primarily cater to?

    <p>Agricultural chemicals (A)</p> Signup and view all the answers

    What is the total addressable market (TAM) for the pharmaceutical sector as mentioned?

    <p>$15B (B)</p> Signup and view all the answers

    Which molecule is listed as a blockbuster molecule under R&D for Anupam?

    <p>Vonoprazan (A)</p> Signup and view all the answers

    What was the total value of LOIs/contracts signed in the Life Science segment as per the latest data?

    <p>₹8,919 (C)</p> Signup and view all the answers

    What percentage CAGR growth is associated with the polymer and electronic chemicals segment?

    <p>4% (D)</p> Signup and view all the answers

    Which two segments have seen significant expansion in fluorination according to Anupam's strategy?

    <p>Fluorination and Polymers (A)</p> Signup and view all the answers

    What is a key benefit of Anupam’s backward integration with Tanfac?

    <p>Improved access to raw materials (D)</p> Signup and view all the answers

    How many molecules has Anupam commercialized in the last 18 months?

    <p>10+ (B)</p> Signup and view all the answers

    Which customer type has Anupam signed the most LOIs/contracts with?

    <p>Multinational Life Science Companies (A)</p> Signup and view all the answers

    What is Anupam's strategy regarding import dependence?

    <p>To reduce import dependence on China (B)</p> Signup and view all the answers

    What is the expected CAGR growth for the pharmaceutical sector from 2023 to 2028?

    <p>5% (C)</p> Signup and view all the answers

    Which of the following is a major emerging application for high-value polymer chemicals?

    <p>Defense and Aerospace (B)</p> Signup and view all the answers

    Which factor contributes to Anupam’s competitive advantage in fluorination chemistry?

    <p>Uninterrupted access to key raw materials (C)</p> Signup and view all the answers

    Which fluorinated molecule manufacturers assist Anupam in its operations?

    <p>Global innovators (B)</p> Signup and view all the answers

    What is Anupam's approach to enhancing the existing product portfolio of Tanfac?

    <p>Through process improvement and debottlenecking (A)</p> Signup and view all the answers

    Flashcards

    Investor Presentation

    A formal presentation showcasing key financial data and insights for investors. Typically used to communicate company performance and future prospects.

    Unaudited Financial Results

    Financial results for a specific period of time, usually a quarter or half-year. This includes revenue, profit, and other key financial metrics. It is used to understand the company's financial performance.

    Auditors

    An independent third party that reviews a company's financial statements to ensure accuracy and compliance with accounting standards. This is done to verify the financial health and transparency of the company.

    Company Website

    A company's official website, where they publish important information like investor presentations, financial reports, and news releases. This website serves as a primary source of information for investors and the public about the company’s activities.

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    SCRIP CODE

    The specific code used to identify a company's stock on the Bombay Stock Exchange (BSE). This code is used by investors to trade the company's shares.

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    What is EBITDA?

    EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure of a company's operating profitability by excluding non-cash expenses like depreciation and amortization.

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    What is Gross Margin?

    Gross Margin is the percentage of revenue left over after paying for the cost of goods sold. It reflects a company's efficiency in producing and selling its products.

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    What is PAT?

    PAT stands for Profit After Tax. It is the profit a company makes after deducting all expenses, including taxes.

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    What is Finance Cost?

    Finance Cost represents the interest expense a company incurs on its debt financing.

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    What is Depreciation and Amortization?

    Depreciation and Amortization are non-cash expenses that reflect the gradual decline in the value of assets over time.

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    Gross Profit

    The difference between revenue and the cost of goods sold, excluding other expenses like administrative, marketing, and finance.

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    EBITDA

    Earnings before interest, taxes, depreciation, and amortization. It measures a company's operating profitability by excluding non-operating expenses.

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    EBITDA Margin

    The percentage of EBITDA to total revenue. It indicates how profitable a company is compared to its total sales.

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    Finance Cost

    The cost of borrowing money, including interest payments on loans and debt.

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    Depreciation and Amortization

    The expense of using up assets over time, such as buildings, equipment, and software.

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    Profit Before Tax

    Profit before taxes are deducted. It is the profit earned from a company's operations.

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    Profit After Tax

    The profit remaining after taxes are deducted. It is the amount that shareholders receive.

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    PAT Margin

    The percentage of profit after tax to total revenue. It indicates how much profit a company makes for every $1 of revenue.

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    Fluoropolymers

    A type of chemical used in various applications, notable for its strong resistance to heat, chemicals, and wear. They are often seen in nonstick cookware, high-performance electronics, and industrial settings.

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    Fluoro Chemicals

    A term describing chemical compounds that contain fluorine atoms. They are often used in various industries for their unique properties.

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    Business Development

    A division of a company that focuses on exploring new products and markets to expand the company's reach.

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    Crop Protection

    A type of chemical compound that is used to protect plants from pests and diseases.

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    Strategy Procurement

    The process of acquiring supplies and materials for a company, with a strategic focus on value and cost-effectiveness.

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    What is Depreciation & Amortization?

    Non-cash expenses that reflect the gradual decline in the value of tangible assets (depreciation) and intangible assets (amortization) over time.

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    What is a Finance Team?

    A group of individuals responsible for developing and implementing the company's financial strategy. They play a key role in managing the company's finances and resources.

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    What is a Chartered Accountant (CA)?

    A professional who is qualified to handle financial reporting and auditing. They ensure that a company's financial records are accurate and compliant with accounting standards.

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    What is M&A (Mergers and Acquisitions)?

    The practice of acquiring other companies or merging with them to expand operations and increase market share. It's a key strategy for growth and expansion.

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    High-end niche molecules

    A segment within the pharmaceutical industry that involves the production of complex and high-value chemical compounds. These compounds are used in the development of medicines, often targeting specific disease areas.

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    Total Addressable Market (TAM)

    The total potential market size for a product or service. It represents the maximum revenue a company could generate if it captured the entire market.

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    CAGR (Compound Annual Growth Rate)

    A metric that reflects the compound annual growth rate of a market or company's revenue. It indicates the average annual growth rate over a specified period.

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    Key Starting Material (KSM)

    A type of chemical compound often used in the production of pharmaceuticals. These compounds are usually synthesized in specific steps for drug development.

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    Intermediate

    A pharmaceutical ingredient that is used to create a final drug product.

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    Backward Integration

    The process of integrating different stages of production within a company to reduce costs and improve efficiency. This can involve acquiring a supplier to gain control over key materials.

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    Acquisition

    The strategic acquisition of a company by another, usually to gain access to its technology, market share, or valuable assets.

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    Polymer Chemicals

    The chemicals used in the creation of synthetic polymers, which are long chains of molecules with repeating units.

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    High-value Polymer Chemicals

    A type of polymer with specialized properties, often used in high-performance applications. These polymers can withstand extreme temperatures, chemicals, and other demanding conditions.

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    Key Raw Materials (KRMs)

    Materials that are critical inputs for the production of specific products. These materials are often sourced from specialized companies.

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    Fluorinated Molecule

    A chemical compound that contains fluorine atoms. Fluorine is a highly reactive element that can create unique properties in materials.

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    Photoresist

    A chemical compound that is used in the production of semiconductor chips. This compound is often used in photoresists and other applications.

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    Ionomer

    A type of polymer that is used in fuel cells. These polymers are made with specific properties to allow the passage of ions but not electrons.

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    Letter of Intent (LOI)

    An agreement that outlines the terms and conditions of a potential business deal. This can include details about supply, price, and payment.

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    Contract

    A legally binding contract between parties that outlines specific obligations and commitments. This contract is often used in business transactions to formalize agreements.

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    Study Notes

    Company Information

    • Company name: Anupam Rasayan India Ltd.
    • Address: 10th Floor, Icon Rio, Dumas Road, Surat, Gujarat, India - 395 007
    • Contact information is provided, including phone numbers, email and website
    • Script code: 543275
    • Company incorporated: CIN-L24231GJ2003PLC042988

    Investor Presentation

    • Anupam Rasayan India Ltd. is providing an Investor Presentation
    • The presentation covers Unaudited Financial Results
    • The presentation covers the quarter and half year ended September 30, 2024
    • The presentation is also available on the company website (www.anupamrasayan.com)
    • This presentation follows Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, Regulation 30

    Financial Highlights (Q2FY25)

    • Consolidated Total Revenue: ₹2,959 Mn, 14% growth compared to Q1
    • Standalone Total Revenue: ₹1,945 Mn, 15% growth compared to Q1
    • Consolidated EBITDA (Incl. Other Revenue): ₹824 Mn, 28% margin
    • Standalone EBITDA (Incl. Other Revenue): ₹560 Mn, 29% margin
    • Consolidated PAT: ₹306 Mn
    • Standalone PAT: ₹140 Mn
    • Capex Incurred: ₹6,012 Mn out of ₹6,700 Mn announced

    New Products

    • 2 new products were added in Q2FY25, bringing the total product count to 73

    Managing Director's Message

    • Q2FY25 saw a good recovery in the Agro segment after a previous demand slump
    • The Pharma and Polymer segments have shown strong growth, fueled by 17 new molecules in FY24 and 3 additional molecules in H1FY25
    • The planned launch of 3+ new molecules should accelerate growth
    • Consolidated operating revenue for Q2FY25 grew 14% with a stable EBITDA margin of 28%
    • Anticipated normalization of revenue with increasing volumes in the latter half of the year.
    • Optimism about strong growth in the medium term

    Consolidated Profit & Loss Summary (H1FY25 and H1FY24) Detailed Data

    • Provides detailed financial data for the first half of financial years 2024 and 2023/2024 (H1FY24 and H1FY25) including revenue, expenses, gross profit, EBITDA, finance cost, taxation data
    • Financial data provided for all the financial periods (Standalone and Consolidated)

    Quarterly Financial Highlights (Q2FY24 and Q2FY24) Detailed Data

    • Provides detailed financial data for the second quarter of 2025 ('Q2FY25') and 2024 ('Q2FY24') financial periods, including relevant details

    Standalone Profit & Loss Summary (H1FY25 and H1FY24) Detailed Data

    • Detailed financial data for the first half of FY25 and FY24 (H1FY25 and H1FY24)
    • Includes revenue from operations, expenses, gross profit, and other financial data

    Standalone Profit & Loss Summary (Q2FY25 and Q2FY24) Detailed Data

    • Detailed financial data for the second quarter of FY25 and FY24 (Q2FY25 and Q2FY24)

    Business Overview

    • Specializes in multi-step synthesis
    • Undertakes complex chemical reactions
    • Serves globally relevant enterprises, including 31 MNCs, with cumulative 75 clients

    Innovating Sustainable & Custom Solutions for Global Markets

    • Established custom synthesis player with a 40-year track record.
    • Has manufacturing capacity of ~27,200 MT. Spread over 6 facilities
    • Strong technical capabilities in complex chemistries. Supported by 88 professionals in R&D .
    • 73 complex products manufactured as of Q2FY25, spanning life sciences, specialty chemicals and other related areas
    • 1,705+ committed employees. A strong management team

    Evolution of Anupam

    • Company history and milestones, including partnerships, product launches, and infrastructure expansion
    • Milestones highlighted and their significance
    • Expansions planned in various areas.

    Chemical Conduits and Global Partnerships

    • Summary of different business verticals of the company including Life Science Related, Other Specialty Chemicals; Key areas and specifics of the products
    • List of major global clients such as Syngenta, SUMITOMO, ADAMA, DuPont. Nissei etc
    • Contributes 90% (as of H1FY25) of its revenues

    Charting New Frontiers with R&D Excellence

    • Process technologies deployed, including examples of flow chemistry, photochemistry, etc.
    • Strengths related to R&D & its significance to the company's growth
    • Details of new chemical additions, such as Balz-Schiemann to Hofmann rearrangement reaction, reactions involved,
    • Strengths and competencies in various key areas of specialty chemistries such as Aminolysis, Bromination, Chlorination, Condensations, Etherification, Diazotization, and Hydrolysis

    Experienced Leadership & Deep Technical Talent Pool

    • Details of senior executives and their relevant experience

    Global Presence

    • Presence in key markets like the US, Europe, and Japan
    • Highlights specific business development personnel experience in given regions

    Growth Drivers

    • Growth of Polymer and Pharma Product Portfolio
    • Execution of Signed LOIs and Contracts
    • Expansion in Fluorination Chemistry
    • Significant progress in Pharmaceuticals and Polymers

    Growth of Pharma and Polymer Portfolio

    • New strategic custom development products under pipeline
    • Import substitute 'Key Starting Materials'
    • Key intermediates to create new products under development

    Pharmaceuticals

    • Large, fast-growing market
    • More than 10 molecules commercialized
    • More than 30 molecules under pilot/R&D
    • Significant progress made in Pharma

    Polymer and Electronic chemicals

    • Providing global clients with a range of high-value polymer and electronic chemical product
    • Has significant strides made in this area , catering to global markets
    • Backward integration to secure key raw materials
    • Targeting ~$10B addressable market
    • 35+ polymer and electronic chemical molecules at different stage of development in R&D and pilot stages

    Strong Order Book – Recent LOI/Contracts Signed

    • Summary of various significant contracts awarded in the recent past, including values in ₹ (Crores)
    • LOIs signed and associated details like Tenor (Years), Segment, Customers, Status, Contract details

    Anupam's Strategic Expansion in Fluorination with Tanfac

    • Expansion plan with Tanfac for fluorinated product line
    • Key benefits from the merger/acquisition, including the secure source of key raw materials

    Expansion in Fluorination Chemistry

    • Molecules of the fluorinated products and markets these are targeting
    • Focused market segments addressed and customer types
    • Revenue expectation potential for the expansion is estimated

    Summary- Strengths and Key Highlights

    • Manufacturing prowess, highlighting capacity expansion
    • Strengths of R&D with a recognized R&D centre and capabilities in expanding product line
    • Strong supply chain
    • A sustainable business model with an established partner strategy for expansion (with MNCs and others)
    • A multi-pronged strategy for long term growth

    Corporate Office

    • Headquarters address and contact information

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    Description

    Test your knowledge on the financial performance and key personnel of Anupam Rasayan India Ltd for the second quarter of FY25. This quiz covers revenue, profit changes, EBITDA margins, and the roles of significant individuals within the company. Dive into these financial insights to enhance your understanding of the corporate landscape.

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