Investor Presentation

ANUPAM RASAYAN INDIA LTD. ARILSLDSTX20261106078 Date: November 06, 2026 To, T o , BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, ‘Exchange Plaza’, C-1, Block-G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai-400001, India Mumbai-400051, India SCRIP CODE: 543275 SYMBOL: ANURAS Dear Sir/Madam, Subject: Investor Presentation- Q2 of FY27 Pursuant to Regulation 30 and other applicable regulations, if any, of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith a copy of the ‘Investor Presentation’ in respect of the Unaudited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30, 2026, of Anupam Rasayan India Limited (the “Company”). The Investor Presentation will also be hosted on the website of the Company at www.anupamrasayan.com. We request you to kindly note the same and take into your records. Thanking you, Yours Faithfully, For Anupam Rasayan India Limited Ashish Gupta Company Secretary & Compliance Officer Encl.: As above Registered Office: Tel. : +91-261-2398991-95 Office Nos. 1101 to 1107, 11th Floor, Icon Rio, Fax : +91-261-2398996 Behind Icon Business Centre, Dumas Road, E-mail : office@anupamrasayan.com Surat-395007, Gujarat, India. Website : www.anupamrasayan.com CIN - L24231GJ2003PLC042988 Anupam Rasayan India Limited Q2 & H1FY27 Investor Presentation Safe Harbour AAnnuuppaamm RRaassaayyaann IInnddiiaa LLiimmiitteedd || ‹2#› This presentation and the accompanying slides (the “Presentation”), which have been prepared by Anupam Rasayan India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe to any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over-runs on contracts, our ability to manage our international operations, government policies and actions, regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. Quarterly & Half Yearly Highlights Quarterly Financial Highlights AAnnuuppaamm RRaassaayyaann IInnddiiaa LLiimmiitteedd || ‹4#› Added Consolidated Consolidated Total Revenue Consolidated EBITDA Profit After Tax 3 New ₹821 Cr ₹202 Cr ₹65 Cr Products in Q2FY27 Q-o-Q growth of 23% Q-o-Q growth of 16% Q-o-Q growth of 27% taking total to 125+ Standalone Standalone Standalone Total Revenue EBITDA Profit After Tax Products ₹413 Cr ₹141 Cr ₹46 Cr Q-o-Q growth of 23% Q-o-Q growth of 22% Q-o-Q growth of 43% Half-Yearly Financial Highlights AAnnuuppaamm RRaassaayyaann IInnddiiaa LLiimmiitteedd || ‹5#› Consolidated Consolidated Total Revenue Consolidated EBITDA Profit After Tax ₹1,489 Cr ₹377 Cr ₹116 Cr Y-o-Y growth of 21% Y-o-Y growth of 38% Y-o-Y growth of 10% Standalone Standalone Standalone Total Revenue EBITDA Profit After Tax ₹748 Cr ₹257 Cr ₹78 Cr Y-o-Y growth of 2%* Y-o-Y growth of 19% Y-o-Y growth of 9% excluding one-off sale * The decline is attributable to a higher base in Q2 FY26, when one-off sales accounted for 180 Cr of revenue. Key Highlights for H1FY27 AAnnuuppaamm RRaassaayyaann IInnddiiaa LLiimmiitteedd || ‹6#› Operational Highlights • Delivered the highest-ever quarterly consolidated revenue of Rs 812 Cr, registering 10% YoY growth • Consolidated EBITDA grew by 41% YoY to Rs 202 Cr, with margins improving to 25% from 19%, driven by a higher contribution from high- margin Performance Materials and Pharmaceutical products • Generated operating cash flow of ₹328 crore as of September 2026, compared to ₹334 crore as of March 2026, supported by stronger profitability and improved working capital management. Bliss GVS Acquisition • Acquired 50.07% controlling stake in Bliss GVS Pharma Limited, with the transaction completed on 28th September 2026. • Strategic Entry into Finished Dosage Formulations (FDF), complementing existing capabilities in pharmaceutical intermediates and custom synthesis. • Strengthens Global Pharmaceutical Presence through Bliss GVS's established product portfolio, manufacturing capabilities and international market reach. Other Developments • Signed a six-year long-term supply contract with a leading US-based global specialty metal manufacturer, marking entry into a new segment within the geological resources sector. • Strengthened strategic investment in Tanfac Industries through participation in a preferential issue of equity shares. • Received a Crisil ESG rating of 62 “Strong” and a Crisil Core ESG rating of 63 “Strong”, improved from 54 “Adequate” in the previous year. Managing Director’s Message AAnnuuppaamm RRaassaayyaann IInnddiiaa LLiimmiitteedd || ‹7#› Mr. Anand S Desai MANAGING DIRECTOR “H1 FY27 was marked by steady progress across our strategic priorities, expansion into new end markets and continued strengthening of our business portfolio. We are pleased to have achieved our highest-ever quarterly consolidated revenue during Q2 FY27, reflecting the resilience of our diversified business and the progress made across key segments. Our focus continue to remain on building a globally integrated specialty chemicals platform by deepening relationships with existing customers, expanding into new applications and strengthening our capabilities across Pharmaceuticals, Performance Materials and other specialised segments. During the quarter, we signed a six-year long-term supply agreement with a US-based speciality metal manufacturer. This marks an important step towards establishing our presence in the geological resources sector, diversifying our customer base and building a long-term strategic partnership with a global customer. We also successfully completed the acquisition of a 50.07% stake in Bliss GVS Pharma, securing a controlling interest and marking a significant step in our vision of building a diversified pharmaceutical platform. The acquisition brings complementary capabilities in finished dosage formulations and provides opportunities to strengthen our presence across the pharmaceutical value chain, leverage operational and commercial synergies and expand our growth opportunities. Going forward, we remain focused on disciplined execution, optimal utilization of our capital employed, successful integration of our strategic investments and continuous enhancement [Showing first 8,000 characters — download PDF for full document]