Anupam Rasayan Nov-24

Podcast

Play an AI-generated podcast conversation about this lesson

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?

₹598 Mn Signup and view all the answers

What was the gross profit for Q2FY24?

₹1,934 Mn Signup and view all the answers

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

Investor Presentation Signup and view all the answers

To which date does the Investor Presentation refer?

September 30, 2024 Signup and view all the answers

Which regulations are mentioned as applicable in the communication?

Listing Obligations and Disclosure Requirements Regulations, 2015 Signup and view all the answers

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

It will be hosted on the company's website. Signup and view all the answers

Who is the signatory of the communication?

The Company Secretary & Compliance Officer Signup and view all the answers

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

Managing Director Signup and view all the answers

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

Mr. Amit Khurana Signup and view all the answers

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

Mr. Gopal Agrawal Signup and view all the answers

Which individual holds a PhD in Chemistry?

Dr. Nileshkumar Naik Signup and view all the answers

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

Finance and business development Signup and view all the answers

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

Both are Qualified Chartered Accountants Signup and view all the answers

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

Technical Development Signup and view all the answers

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

He leads the sales team for over 15 years. Signup and view all the answers

What is the primary industry expertise of John Grant?

Fluoro chemicals Signup and view all the answers

Which company did Mr. Tsutomu Suetomi previously work for?

DuPont Signup and view all the answers

Which individual specializes in Crop Protection?

Mr. Thierry Baumlin Signup and view all the answers

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

30 years Signup and view all the answers

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

Director of Business Development at NASA Signup and view all the answers

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

30% Signup and view all the answers

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

387 Signup and view all the answers

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

1,705+ Signup and view all the answers

What year was Anupam Rasayan India Limited established?

1984 Signup and view all the answers

What is the primary focus of Anupam Rasayan India Limited?

Multi-step synthesis of chemicals Signup and view all the answers

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

254 Signup and view all the answers

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

73 Signup and view all the answers

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

Agricultural chemicals Signup and view all the answers

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

$15B Signup and view all the answers

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

Vonoprazan 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?

₹8,919 Signup and view all the answers

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

4% Signup and view all the answers

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

Fluorination and Polymers Signup and view all the answers

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

Improved access to raw materials Signup and view all the answers

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

10+ Signup and view all the answers

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

Multinational Life Science Companies Signup and view all the answers

What is Anupam's strategy regarding import dependence?

To reduce import dependence on China Signup and view all the answers

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

5% Signup and view all the answers

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

Defense and Aerospace Signup and view all the answers

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

Uninterrupted access to key raw materials Signup and view all the answers

Which fluorinated molecule manufacturers assist Anupam in its operations?

Global innovators Signup and view all the answers

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

Through process improvement and debottlenecking Signup and view all the answers

Study Notes

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

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

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.