Anupam Rasayan India Ltd

Anupam Rasayan India has signed a Letter of Intent (LOI) with E-Lyte Innovations GmbH (E-Lyte) a European developer and supplier of electrolyte solutions for energy storage and FUCHS LUBRICANTS GERMANY GmbH. a subsidiary of FUCHS SE working on innovative lubricant solutions. This LOI is considered the entry point for Anupam Rasayan's collaboration with leading European companies within the battery value chain to take the next step in entering the fast-growing lithium-ion battery chemicals market. This agreement now lays the foundation of negotiating a supply contract with an initial term of five years. Commercial deliveries could begin as early as FY 2026-2027. The LOI envisions supply of a volume of up to 1,500 TPA of Lithium Hexafluorophosphate (LiPF6), based on market conditions. The LOI is subject to standard terms as regards generally accepted rights for an agreement of this nature. E-Lyte is at the forefront of innovation in the battery sector, developing and producing breakthrough liquid electrolytes for innovative energy storage systems used in various applications, with a focus on e-mobility. Since 2022, FUCHS LUBRICANTS GERMANY GmbH has been supporting E-Lyte in its role as minority shareholder and strategic partner in expansion to meet the steadily growing demand. Powered by Capital Market - Live

Profit before tax stood at Rs 88.12 crore in Q4 FY25, registering the growth of 52.16%, compared with Rs 57.91 crore posted in the corresponding quarter last year. EBITDA (including other income) was at Rs 150 crore in Q4 FY25 as compared to Rs 104.7 crore in Q4 FY24, up 43%, and this would translate into 30% EBITDA margin in this quarter. Total expenses rose 17.58% year on year to Rs 417.58 crore during the quarter. cost of materials consumed stood at Rs 282.97 crore (up 119.61% YoY), while employee benefits expense was at Rs 18.41 crore (up 8.35% YoY) during the period under review. On a full-year basis, the company's consolidated net profit fell 27.41% to Rs 93.35 crore on 2.58% decrease in revenue to Rs 1,436.97 crore in FY25 over FY24. Anand Desai, managing director of Anupam Rasayan, commented, 'Consolidated revenue for the quarter Q4 FY25 stood at Rs 506 crore registering a growth of 22% YoY and 31% QoQ. Consolidated revenue for the full year FY25 stood at Rs 1,448 crore registering a degrowth of 4% YoY. This performance was supported by growth in pharma and polymer coupled with strong performance from Tanfac. Margins have remained consistent this quarter, reflecting our focus on operational efficiency and a favorable product mix. While H1 FY25 was subdued due to weak macro conditions, I am pleased to share that H2 has shown clear signs of recovery ' particularly in Q4 FY25 where we have seen meaningful improvement with sales increasing both yearon-year and sequentially. We remain confident in our ability to return to the historical growth rates achieved prior to the recent slowdown.' Anupam Rasayan India is one of the leading companies engaged in the custom synthesis (CSM) and manufacturing of specialty chemicals in India. Its business verticals are life science-related specialty chemicals, comprising products related to agrochemicals, personal care and pharmaceuticals, and other specialty chemicals, comprising specialty pigments and dyes and polymer additives. Powered by Capital Market - Live

Net profit of Anupam Rasayan India rose 44.19% to Rs 44.57 crore in the quarter ended March 2025 as against Rs 30.91 crore during the previous quarter ended March 2024. Sales rose 24.73% to Rs 500.16 crore in the quarter ended March 2025 as against Rs 401.01 crore during the previous quarter ended March 2024. For the full year,net profit declined 27.41% to Rs 93.35 crore in the year ended March 2025 as against Rs 128.60 crore during the previous year ended March 2024. Sales declined 2.58% to Rs 1436.97 crore in the year ended March 2025 as against Rs 1475.07 crore during the previous year ended March 2024. ParticularsQuarter EndedYear EndedMar. 2025Mar. 2024% Var.Mar. 2025Mar. 2024% Var. Sales500.16401.01 25 1436.971475.07 -3 OPM %28.8823.11 -27.9025.81 - PBDT118.7778.65 51 300.13321.47 -7 PBT88.1257.91 52 197.85241.77 -18 NP44.5730.91 44 93.35128.60 -27 Powered by Capital Market - Live

Anupam Rasayan India will hold a meeting of the Board of Directors of the Company on 23 May 2025.Powered by Capital Market - Live

The said LoI is valued at $106 million (approximately Rs 922 crore). This long-term partnership reinforces Anupam's expertise in delivering advanced chemical solutions and strengthens its presence in high-growth global markets. Speaking about the signed LOI, Gopal Agrawal, CEO of Anupam Rasayan, said: 'Securing this long-term LOI with a global industry leader is a testament to our strong R&D capabilities and commitment to innovation. The specialty chemical covered under this agreement has niche applications in the aviation and electronics sectors. With our robust backward integration capabilities, we ensure a stable and efficient supply chain, offering reliability and consistency to our global customers. Expanding into South Korea adds another significant geography to Anupam Rasayan's global presence, positioning the company for long-term growth in one of the world's most advanced manufacturing hubs.' Anupam Rasayan India is one of the leading companies engaged in the custom synthesis (CSM) and manufacturing of specialty chemicals in India. Its business verticals are life science-related specialty chemicals, comprising products related to agrochemicals, personal care and pharmaceuticals, and other specialty chemicals, comprising specialty pigment and dyes, and polymer additives. The company 's consolidated net profit surged 108.33% to Rs 54.21 crore on a 32.02% jump in revenue from operations to Rs 390.14 crore in Q3 FY25 over Q3 FY24. The scrip rose 0.46% to Rs 791.35 on the BSE.Powered by Capital Market - Live

The key benchmark indices traded in rangebound with major losses in mid-afternoon trade as investors responded to fresh comments from U.S. President Donald Trump regarding tariffs and awaited India's key GDP data. The Nifty hovered below the 22,150 mark. PSU Bank shares tumbled for the fifth consecutive trading session. At 14:25 IST, the barometer index, the S&P BSE Sensex, tanked 1,342.48 points or 1.80% to 73,268.45. The Nifty 50 index declined 407.85 points or 1.81% to 22,137.20. The broader market underperformed frontline indices. The S&P BSE Mid-Cap index declined 2.54% and the S&P BSE Small-Cap index dropped 2.98%. The market breadth was weak. On the BSE, 537 shares rose and 3,399 shares fell. A total of 100 shares were unchanged. SEBI Leadership Change: Tuhin Kanta Pandey has been appointed as the 11th chairperson of the Securities and Exchange Board of India (SEBI) for a three-year term. The current Finance Secretary will replace Madhabi Puri Buch, who will complete her tenure as SEBI's first woman chairperson on Friday, February 28, 2025. Buzzing Index: The PSU Bank Index declined 3.27% to 5,626.70. The index tumbled 7.03% for the fifth consecutive trading session. Punjab National Bank (down 4.9%), Indian Overseas Bank (down 4.5%), Union Bank of India (down 4.28%), Punjab & Sind Bank (down 4.23%), UCO Bank (down 3.93%), Central Bank of India (down 3.86%), Canara Bank (down 3.35%), Bank of Baroda (down 3.26%), Indian Bank (down 2.92%) and Bank of Maharashtra (down 2.89%) declined. Numbers to Track: The yield on India's 10-year benchmark federal paper advanced 1.89% to 6.836 as compared with the previous close of 6.818. In the foreign exchange market, the rupee edged lower against the dollar. The partially convertible rupee was hovering at 87,3600, compared with its close of 87.1800 during the previous trading session. MCX Gold futures for 4 April 2025 settlement were fell 0.81% to Rs 84,522. The US Dollar index (DXY), which tracks the greenback's value against a basket of currencies, was up 0.06% to 107.35. The United States 10-year bond yield declined 1.10% to 4.242. In the commodities market, Brent crude for April 2025 settlement shed 62 cents or 0.84% to $73.42 a barrel. Stocks in Spotlight: Anupam Rasayan India advanced 1.72% after the company has signed a Letter of Intent (LOI) with Elementium Materials Inc., a U.S.-based Battery Electrolyte Company, for the supply of chemicals for electric vehicle (EV) batteries. Solar Industries India fell1.26%. The company and its subsidiary have received export orders worth Rs 2,150 crore for supply of defence products. NCC declined 2.71%. The company has announced that its board has approved an equity investment of Rs 70 crore in NCC Quantum Technologies, a wholly owned subsidiary of the company. Powered by Capital Market - Live

The company will leverage its cutting-edge research and development expertise in chemical production to create this high-demand, essential product, with supply expected to commence from end of FY26. Upon successful product development, the companies will negotiate a supply agreement for 5 years with cumulative sales ranging between $350 to $450 million. Initial quantities can be supplied through existing manufacturing facilities, while to achieve its full potential, the company would be required to set up a new plant. Anand Desai, managing director of Anupam Rasayan, said, 'This LOI with Elementium Materials aligns with our strategy to foray into battery chemicals and directly work with OEMs. This product will play a crucial role in enabling our customer to achieve its mission of manufacturing low-cost and high-performance EV batteries. Dr. Matthew Dawson, CEO of Elementium Materials, said, 'This Letter of Intent with Anupam Rasayan is a key step in Elementium's strategy to build a diversified and resilient global supply chain. Working with world-leading chemical suppliers like Anupam Rasayan enables us to rapidly scale production of our next-generation electrolyte platform, driving the future of ultra-high performance batteries and sustainable energy solutions.' Anupam Rasayan India is one of the leading companies engaged in the custom synthesis (CSM) and manufacturing of specialty chemicals in India. Its business verticals are life science-related specialty chemicals, comprising products related to agrochemicals, personal care and pharmaceuticals, and other specialty chemicals, comprising specialty pigment and dyes, and polymer additives. The company 's consolidated net profit surged 108.33% to Rs 54.21 crore on a 32.02% jump in revenue from operations to Rs 390.14 crore in Q3 FY25 over Q3 FY24.Powered by Capital Market - Live

Shares of the Anupam Rasayan India lost 17.78% in six consecutive trading sessions from its recent closing high of Rs 747.65 on 10 February 2025. On the BSE, 5,336 shares were traded in the counter so far compared with average daily volumes of 8,020 shares in the past two weeks. The stock hit a 52-week high of Rs 977.95 on 01 Mar 2024. The stock hit a 52-week low of Rs 683.9 on 18 Feb 2025. The stock had underperformed the market over the past one month, down 11.31% compared with 0.82% fall in the Sensex. The scrip had also underperformed the market in past three months, dropping 16.31% as against Sensex's 2.05% decline. The counter had underperformed the market in past one year and tumbled 32.10% as against a 4.91% jump in the Sensex. On the technical front, the stock's daily RSI (relative strength index) stood at 30.995. The RSI oscillates between zero and 100. Traditionally, the RSI is considered overbought when above 70 and oversold when below 30. On the daily chart, the stock was trading below its 50-day and 100-day simple moving average (SMA) placed at 687.63 and 696.77 respectively. These levels will act as crucial resistance zones in near term. Anupam Rasayan India is one of the leading companies engaged in the custom synthesis (CSM) and manufacturing of specialty chemicals in India. Its business verticals are life science-related specialty chemicals, comprising products related to agrochemicals, personal care and pharmaceuticals, and other specialty chemicals, comprising specialty pigment and dyes, and polymer additives. Anupam Rasayan India rose 2.41% to Rs 687.60 after the company's consolidated net profit surged 108.33% to Rs 54.21 crore on a 32.02% jump in revenue from operations to Rs 390.14 crore in Q3 FY25 over Q3 FY24. Powered by Capital Market - Live

Profit before tax stood at Rs 59.50 crore in Q3 FY25, registering the growth of 65.74%, compared with Rs 35.90 crore posted in the corresponding quarter last year. EBITDA (including other income) was at Rs 120.8 crore in Q3 FY25 from Rs 81.5 crore in Q3 FY24, registering the growth of 48.22% year on year. EBITDA margin improved 31% in Q3 FY25 from 27% in Q3 FY24. Total expense jumped 24.85% year on year to Rs 327.09 crore during the quarter. Cost of materials consumed stood at Rs 272.68 crore (up 85.12% YoY), while employee benefits expense was at Rs 20.09 crore (down 20.09% YoY) during the period under review. On a 9-month basis, the company's consolidated net profit declined 23.57% to Rs 97.04 crore on 12.64% drop in revenue from operations to Rs 938.30 crore in 9M FY24 over 9M FY23. Meanwhile, the company announced that it has signed a Letter of Intent (LOI) with a US-based multinational corporation worth Rs 1,697 crore to supply a high-performance specialty chemical used in critical polymer applications. The supply of this product will span the next 10 years. Speaking on the performance, Anand Desai, managing director of Anupam Rasayan, commented, 'Our Pharma and Polymer segments, which have emerged as key growth drivers, continue to strengthen their contribution to our revenue. Both segments, coupled with the strong performance of Tanfac, led to significant growth this quarter, fueling a robust 31% QoQ revenue growth in Q3 FY25 on a consolidated basis. For the full year, we expect them to play a substantial role in overall revenue, with this upward trend projected to continue into FY26. Additionally, the agrochemical segment has shown signs of recovery, particularly in the European market. With strong demand momentum and expected off-take from our customers, we anticipate regaining our growth trajectory in the next financial year, aiming for a 30'35% revenue increase in FY26. Anupam Rasayan India is one of the leading companies engaged in the custom synthesis (CSM) and manufacturing of specialty chemicals in India. Its business verticals are life science-related specialty chemicals, comprising products related to agrochemicals, personal care and pharmaceuticals, and other specialty chemicals, comprising specialty pigment and dyes, and polymer additives.Powered by Capital Market - Live

Net profit of Anupam Rasayan India rose 53.12% to Rs 28.19 crore in the quarter ended December 2024 as against Rs 18.41 crore during the previous quarter ended December 2023. Sales rose 32.02% to Rs 390.14 crore in the quarter ended December 2024 as against Rs 295.52 crore during the previous quarter ended December 2023. ParticularsQuarter EndedDec. 2024Dec. 2023% Var. Sales390.14295.52 32 OPM %31.8626.76 - PBDT88.7956.33 58 PBT59.5035.90 66 NP28.1918.41 53 Powered by Capital Market - Live