Amrutanjan Health Care Limited has reported its financial results for the third quarter, showing mixed performance across operational metrics. The company's EBITDA increased to ₹252M compared to ₹234M in the same period last year, while the EBITDA margin declined to 17.85% from 19.02% year-over-year.

Financial Performance Overview

The latest quarterly results demonstrate steady EBITDA growth despite margin compression. The healthcare company achieved revenue growth to ₹1.4B from ₹1.22B, with net profit reaching ₹195M compared to ₹192M in the previous year.

Operational Analysis

While the company achieved EBITDA growth in absolute terms, the margin compression indicates increased operational costs relative to revenue growth. The EBITDA margin decreased by 117 basis points, reflecting challenges in maintaining profitability ratios despite revenue expansion.

Board Meeting and Corporate Actions

As previously announced, the company's Board of Directors convened on February 3, 2026, through video conferencing to review these financial results and consider the second interim dividend for FY 2025-26. The meeting was conducted in accordance with Regulation 29(1) of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015.

Regulatory Compliance

The company maintained proper trading window restrictions during the results announcement period, with the closure effective from January 1, 2026, to February 5, 2026. This compliance measure aligns with SEBI (Prohibition of Insider Trading) Regulations, 2015, ensuring market integrity during financial disclosure periods.

Amrutanjan Health Care , a leading player in the Indian healthcare sector, has reported a solid performance for the second quarter. The company's financial results showcase steady growth and strategic initiatives across its product portfolio.

Financial Highlights

Amrutanjan Health Care posted a 7.08% year-on-year increase in revenue from operations, reaching Rs. 117.70 crores in Q2 compared to Rs. 109.92 crores in the same quarter of the previous year. The company's profitability also saw significant improvements:

• Profit before tax (PBT) grew by 20.51% to Rs. 19.21 crores
• Profit after tax (PAT) increased by 14.23% to Rs. 15.94 crores

For the first half (H1), the company reported:

• Net sales of Rs. 211.75 crores, representing a 9.35% growth
• PBT of Rs. 30.51 crores, showing a substantial increase of 36.88%

Segment Performance

The pain management segment emerged as a key driver of growth for Amrutanjan Health Care:

• Overall pain category grew by 16%
• Body pain category achieved 21% growth

Standout products in the pain management segment included:

• Maha Strong: 31% growth
• Back Pain Roll On: 26% growth
• Head Roll On: 42% growth

Other Business Segments

1. OTC Segment: Generated Rs. 112.80 crores in Q2
2. Beverages Segment: Recorded Rs. 4.29 crores, marking a 26.55% growth
3. Comfy Brand (Women's Hygiene): Sales remained flat at Rs. 32.78 crores due to changes in quantity purchase scheme accounting

Strategic Initiatives

Amrutanjan Health Care has outlined several strategic moves to drive future growth:

1. Product Expansion: Plans to launch premium sanitary pads, targeting the urban and upmarket consumer segment
2. Brand Revival: Reviving the JIFFY analgesic brand with the introduction of a Diclofenac topical range
3. Manufacturing Capacity: A new sanitary napkin plant is expected to be commissioned by late Q4, which should enhance the Comfy brand's profitability and strategic supply

Management Commentary

The company's management highlighted several key points:

1. Implementation of the new GST law in late September impacted quarter-end billing, resulting in some softness in reported top-line figures
2. Efforts to increase chemist channel reach by 100,000 outlets by year-end are showing positive initial results, particularly in P2 markets
3. The company demonstrated operating leverage with profit growth outpacing revenue growth
4. Core strategies include:
   • Market penetration of brand Amrutanjan in P1 markets
   • Market development in P2 markets
   • Product development focus on roll-on formats and newer pain relief products
   • Increasing Comfy brand reach from 0.5 million to 1 million outlets over the next three years
   • Driving digital maturity through SAP, sales force automation, and other integrated applications

Conclusion

Amrutanjan Health Care's Q2 results reflect the company's strong position in the pain management segment and its strategic focus on expanding its product portfolio and market reach. With planned launches in the premium sanitary pad segment and the revival of its JIFFY brand, the company appears well-positioned for continued growth in the coming quarters.

Investors and market watchers will likely keep a close eye on the commissioning of the new sanitary napkin plant and the performance of the company's strategic initiatives in driving future growth and profitability.