BSECompany Update12 Aug 2026 · 12 Aug 2026, 08:39 pm

Investor Presentation for the Quarter Ended 30th June 2026

Amrutanjan Health Care Ltd-$ · 590006

✦ AI Summary▲ PositiveResults

Amrutanjan Health Care Ltd-$ has released its investor presentation for the quarter ended 30th June 2026, highlighting a double-digit growth in women's hygiene, along with growth in congestion and rehydration. The company has also commissioned a new Greenfield Sanitary Napkin Manufacturing Facility in Telangana, marking a major milestone in its manufacturing journey. Several execution enhancement initiatives were implemented to improve operational effectiveness, resulting in positive momentum across key sales metrics.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Amrutanjan Health Care Ltd-$ - 590006 - Investor Presentation For The Quarter Ended 30Th June 2026

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AHCL/SE/25/2026-27 August 12, 2026 The National Stock Exchange of India BSE Limited Limited Department of Corporate “Exchange Plaza”, C-1, Block G Services 1st Floor, Bandra-Kurla Complex, Bandra P.J. Towers, Dalal Street, (E) Mumbai 400 051 Mumbai 400 001 ISIN: INE098F01031 Symbol: AMRUTANJAN Scrip Code: 590006 Dear Sir/ Madam, Sub: Investor Presentation for the Quarter Ended 30th June 2026 Pursuant to Regulation 30 read with Para A of part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we hereby enclose the investor presentation for the quarter ended 30th June 2026. Request you to take the above on record. For Amrutanjan Health Care Limited (GAGAN PREET SINGH) General Manager - Legal Company Secretary & Compliance Officer Amrutanjan Health Care Limited I 03, (Old No. 42-45), Luz Church Road, E-mail :customercare@amrutanjan.com Mylapore, Chennai - 600 004 WebSite : www. amrutanjan.com Tamil Nadu, India. Toll Free No.: I • 800 - 425 - 4545 Tel :+91-44 - 2499 4465 CIN-L24231TN1936PLC000017 +91-44 • 2466 9000 Fax :+91-44 - 2499 4585 Amrutanjan Health Care Limited Investor Presentation Quarter Ended 30th June 2026 Date: 11th August 2026 Contents a. Business Update 1. Segment Performance 2. Operations b. Financials 1. Q1 FY27 Performance c. Management Commentary Investor Presentation | Quarter Ended 30th June 2026 Business Update Investor Presentation | Quarter Ended 30th June 2026 AHCL Power Brands (Gross Sales Nos.) Brand Amrutanjan Brand Relief Pain Congestion: Management: 2.3 Crs 57.0 Crs Brand Comfy Brand Enerlyte/ Electro+ Women’s Rehydration: Hygiene: 9.3 Crs 36.9 Crs Investor Presentation | Quarter Ended 30th June 2026 Q1 FY 26-27: Women’s Hygiene witnessed double digit growth along with growth in Congestion and Rehydration (Gross Sales Growth) Pain Management Congestion Women’s Hygiene Rehydration Brand Amrutanjan Brand Relief Brand Comfy Brand Electro+/ Enerlyte Growth Q1 FY 26-27 Growth Q1 FY 26-27 Growth Q1 FY 26-27 Growth Q1 FY 26-27 Overall Pain Category -9% Relief Range 2% Overall Comfy 21% Electro+/ 7% Enerlyte Head ache -10% Body ache -9% Investor Presentation | Quarter Ended 30th June 2026 Segment Performance: Pain Management and Congestion Head ache (Brand Amrutanjan) Body ache (Brand Amrutanjan) Congestion (Brand Relief) Q1 FY 26-27: Performanceof SKUs Q1 FY 26-27: Performanceof SKUs: Gross Sales GrowthDrivers (Q1 FY 26-27): Maha Strong -21% SmallSKU(1ml) 20% Relief Rubs 50% Back Pain RollOn 0% Head Roll On 1% Relief Mint 20% 8ml -23% Relief Cough Syrup 5% Investor Presentation | Quarter Ended 30th June 2026 Segment Performance: Women’s Hygiene and Rehydration Women’s Hygiene (Brand Comfy) Rehydration (Electro+ & Enerlyte) Gross Sales GrowthDrivers (Q1 FY 26-27): Gross Sales GrowthDrivers (Q1 FY 26-27): Comfy XL Variant 43% Electro+ (Tetra) 4X VS LY Value Pack (18 Units Pack) 24% Increase in Comfy’s Contribution to Overall AHCL: 33% in Q1FY 26-27 Vs. 29% YA Investor Presentation | Quarter Ended 30th June 2026 New Launches Performance New Launches Contribution to Overall AHCL • In line with the strategic objectives, AHCL entered into new categories, that complements the existing portfolio. Across categories, the following brands were launched in Q4 FY 26 – Women’s Razors, Men’s Razors, Antiseptic Plaster, Ortho Pain Oil, Nasal Spray • The new launches has good acceptance among the retailers and consumers with significant repeat orders • This was witnessed in the contribution to the overall AHCL Sales Amrutanjan Plastry SmootheMen’s Razors Comfy Women’s Razors Range Razors and Plastry Contributed to 4% of the Total AHCL Sales in Q1FY 26-27 Investor Presentation | Quarter Ended 30th June 2026 Sanitary Napkins Manufacturing Facility Sanitary Napkins Factory • AHCL has commissioned its new Greenfield Sanitary Napkin Manufacturing Facility in Telangana • Commissioned recently, the ₹150 crore investment marks a major milestone in the company's manufacturing journey and strengthens its commitment to delivering high-quality feminine hygiene products under the Comfy brand • Spread across 10 acres with a 1.4 lakh sq. ft. built-up area, the facility is Amrutanjan's fifth manufacturing plant • Designed as a state-of-the-art manufacturing facility, the plant features two fully automated high-speed production lines from Japan among India's fastest sanitary napkin manufacturing facilities • This investment reflects Amrutanjan Healthcare Limited's vision of building future-ready manufacturing capabilities enabling "Make in India" initiative Investor Presentation | Quarter Ended 30th June 2026 Operations Update – Sales and Distribution Distribution Sales In line with AHCL’s strategic priorities, several execution enhancement initiatives were implemented to improve operational effectiveness. These Interventions resulted in positive momentum across key sales metrics during Q1FY 26-27. Sales Infrastructure (Stockist Network) Productive Calls Increased by 7% Increased by 9% Total Outlets Coverage Increased by 17% Total Lines Sold Increased by 20% Effective Outlet Coverage Increased by 8% Investor Presentation | Quarter Ended 30th June 2026 Operations Update – HR HR Initiatives LabourCodes Salary Restructuring Digitisation Projects • Completed the salary • HR had completed the modules restructuring in line with new through our HRMS, VIBE (Social wage code media platform and digitized R & R Module) Training • Sales /Product training for all our field employees (CSEs, ISRs and ABMs). Also new self paced online trainings initiated formid level managers Investor Presentation | Quarter Ended 30th June 2026 Financials Investor Presentation | Quarter Ended 30th June 2026 Note on Exceptional Item Exceptionalitem: ➢ During the financial year 2005-06, the Government of Tamil Nadu retrospectively revised the lease rent for a leasehold land, effective from November 2001, by determining fair rent under Section 34A of the Tamil Nadu Hindu Religious and Charitable Endowments Act, 1959. Pursuant to this revision, a demand notice was issued to the Company. Accordingly, the Company had filed a Writ Petition before the High Court of Judicature, Madras challenging the fair rent determination, contending that the revision was exorbitant and not legally tenable. On 25 September 2025, the High Court of Judicature, Madras dismissed the petition and upheld the rent fixed by the Fair Rent Committee constituted by the Government of Tamil Nadu. Based on the advice from the external consultant, the Company filed an appeal on 9 December 2025 before the Division Bench of the High Court of Judicature, Madras and the appeal was dismissed on 16 March 2026. Accordingly the Company has created a provision for INR 760.50 lakhs in the previous year. In July 2026 the Company has received the demand notice for INR 974.67 lakhs with arrears. The same has been paid by the Company on 1 August 2026 & hence the additional required provision for INR 202.75 lakhs has been created in this quarter. This is an one time impact as the possession of land was already handed over to the Government of Tamil Nadu in May 2018. The impact has been presented under "Exceptional Item“ Investor Presentation | Quarter Ended 30th June 2026 Financials – Q1 FY27 (Rs. in Crores) Net Sales Profit before exceptional item & Tax 102.97 11.29 94.05 8.10 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Growth: 9.48% Profit Before Tax Profit After Tax 11.29 8.31 6.07 4.37 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Investor Presentation | Quarter Ended 30th June 2026 Segment results – Q1 FY27 (Rs. in Crores) Net Sales – Women’s Hygiene & Personal Care 36.36 Net Sales - OTC Products 28.61 57.26 56.97 Q1 FY27 Q1 FY26 Growth: 27.09% Q1 FY27 Q1 FY26 Net Sales - Comfy Growth: 0.51% 33.80 28.61 Q1 FY27 Q1 FY26 Growth: 18.14% Notes: • Majority of Raw material & Packing material prices are higher than Q1 FY26. Menthol Crystal price is lower than Q1 FY26. • Advertisement spend for Q1 FY27 is at Rs. 3. [Showing first 8,000 characters — download PDF for full document]