Anupam Rasayan Share: US Company Khareedi, Revenue **31%** Bhaga! Aage Kya Hai?

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AuthorAarav Shah|Published at:
Anupam Rasayan Share: US Company Khareedi, Revenue **31%** Bhaga! Aage Kya Hai?
Overview

Arre bhai, Anupam Rasayan India Limited ne Q3 FY26 mein toh kamaal hi kar diya! Revenue saal dar saal **31%** badh kar **₹512 Crore** ho gaya. Aur toh aur, US mein ek company Jayhawk Fine Chemicals ko bhi acquire kar rahe hain, jisse global presence aur badhegi.

Numbers Ne Kiya Dhamaka, Global Plans Bhi Ready!

Dekho, Anupam Rasayan India Limited (ARIL) ke liye Q3 FY26 ka result kaafi solid raha hai. Company ka revenue 31% upar chadh gaya, seedha ₹512 Crore par pahunch gaya. Aur agar 9 mahine ka hisaab lagayein (9MFY26), toh revenue 84% bhaga hai, ₹1,730 Crore ho gaya! EBITDA bhi 12% badh kar ₹130 Crore raha, aur margin mast 25% par maintain hua hai. Profit After Tax (PAT) quarter mein ₹61 Crore aaya hai. Saath mahino mein EBITDA 53% badh kar ₹402 Crore aur PAT 71% badh kar ₹166 Crore ho gaya. Matlab, overall performance zabardast hai.

US Mein Naya Address: Jayhawk Fine Chemicals!

Financials toh theek hain, lekin sabse bada move aaya hai US se! Anupam Rasayan ne US ki ek specialty chemicals company, Jayhawk Fine Chemicals, ko 100% acquire karne ka final deal sign kar liya hai. Isse kya hoga? Ek toh company ka US mein seedha manufacturing base ban jayega, North America wale clients ko support milega, aur semiconductor, aerospace, pharma, EVs jaise high-growth sectors mein access milega. Ye move company ke liye immediate EPS ko bhi boost karega. Aur haan, ye unki Tanfac mein badhi hui holding ke saath achha synergize karega, jisse Hydrogen Fluoride (HF) aur Potassium Fluoride (KF) jaise zaroori raw materials milte rahenge.

Revenue Kyun Bhaga Aur Aage Kya?

Mangement keh raha hai ki commercial molecules sahi se scale up hue hain, assets ka use achha hua hai, aur order book mast chal raha hai, especially Agro aur Performance Material segments mein. Pharma segment ne toh 85% ka growth dikhaya hai 9MFY26 mein aur ab total revenue ka 19% contribute karta hai. Polymer aur Performance Material segments toh 245% explode ho gaye! Exports bhi 58% revenue la rahe hain, jo kaafi important hai. Ek cheez par focus hai ki working capital ko 250 din se kam kar ke FY27 tak 200 din se neeche lana hai. Fluorination chemistry aur Pharma/Performance Materials ko aur strong karna inka main goal hai.

Future Looks Bright?

Management ka kehna hai ki growth aage bhi aisi hi rahegi. Pipeline strong hai, clients se relationship aur achhi ho rahi hai, aur US acquisition se global footprint aur mazboot hoga. Company ek global specialty chemical platform banna chahti hai.

Competition Kya Keh Raha Hai?

Indian specialty chemicals market mein Anupam Rasayan ki ye aggressive growth, khas kar Pharma aur Performance Materials mein, use aage rakhti hai. Aarti Industries aur Vinati Organics jaise players bhi apni capacity badha rahe hain. Navin Fluorine International, jo fluorination chemistry mein direct competitor hai, bhi market mein hai. Lekin Anupam Rasayan ka US mein ye strategic move use geographically diversify karta hai aur un markets tak pahunchata hai jahan baaki Indian companies bhi entry kar rahi hain. Complex chemistry aur high-value products par focus overall sector trend ke saath match karta hai.

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