Anupam Rasayan India Ltd , a leading specialty chemicals company, has reported a strong financial performance for the second quarter of the fiscal year 2025-26. The company's results showcase significant growth in revenue and profitability, despite a contraction in margins.

Revenue Soars

For the quarter ended September 30, 2025, Anupam Rasayan reported a consolidated revenue of ₹7,313.98 crore, marking a substantial increase of 148.8% compared to ₹2,939.62 crore in the same quarter of the previous year. This impressive top-line growth underscores the company's expanding market presence and strong demand for its specialty chemical products.

Profitability Surge

The company's bottom line saw a significant improvement:

• Net profit for Q2 FY2025-26 stood at ₹571.52 crore, up by 86.6% from ₹306.23 crore in Q2 FY2024-25.
• On a half-yearly basis, the net profit reached ₹1,056.10 crore, showing a remarkable growth of 146.6% compared to ₹428.34 crore in the corresponding period of the previous year.

EBITDA Performance

Anupam Rasayan's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) for the quarter increased to ₹1,358.89 crore, up from ₹804.05 crore in the same quarter last year, representing a growth of 68.9%.

Margin Pressure

Despite the strong revenue and profit growth, the company experienced some pressure on its margins:

• EBITDA margin for Q2 FY2025-26 contracted to 18.54% from 27.35% in Q2 FY2024-25.
• This margin contraction suggests that while the company has significantly expanded its operations, it may be facing some cost pressures or changes in product mix affecting overall profitability ratios.

Financial Position

As of September 30, 2025, Anupam Rasayan's balance sheet reflects a solid financial position:

• Total assets stood at ₹56,498.46 crore, up from ₹52,688.84 crore as of March 31, 2025.
• The company's equity base expanded to ₹31,972.88 crore, compared to ₹28,503.13 crore at the end of the previous fiscal year.

Capital Allocation

During the quarter, Anupam Rasayan made strategic moves to strengthen its capital structure:

• The company allotted 39,14,886 fully paid-up equity shares at an issue price of ₹945.11 per share through a preferential allotment.
• This move raised approximately ₹3,700 crore, of which ₹2,768.98 crore has been utilized for loan repayment and general corporate purposes.

Looking Ahead

As Anupam Rasayan continues to expand its operations and capitalize on the growing demand for specialty chemicals, managing costs and improving operational efficiency will be key focus areas to enhance profitability margins in the coming quarters.

The company's robust financial performance, coupled with its strategic capital raising, positions it well for future growth in the dynamic specialty chemicals sector.

Anupam Rasayan India Limited , a leading specialty chemicals company, has successfully secured shareholder approval for the appointment of Mr. Milind Madan Talathi as an Additional Director, categorized as Non-Executive Independent Director, for a three-year term. The appointment, which was initially approved by the company's Board of Directors, received overwhelming support from shareholders through a postal ballot process.

Postal Ballot Results

The postal ballot conducted through remote e-voting concluded on December 22, 2025, with shareholders demonstrating strong confidence in the appointment. The voting results were disclosed on December 24, 2025, pursuant to Regulation 44 of SEBI Listing Regulations.

The postal ballot notice was dispatched to shareholders on November 22, 2025, with the cut-off date set as November 20, 2025. The e-voting process commenced on November 23, 2025, and concluded on December 22, 2025.

Detailed Voting Breakdown by Category

The company has now released comprehensive voting statistics across different shareholder categories, showing broad-based support for the appointment.

Appointment Details

The Board of Directors, based on the recommendation of the Nomination and Remuneration Committee, approved Talathi's appointment for a term spanning from September 25, 2025, to September 24, 2028. With shareholder approval now secured, the appointment is formally effective.

Expertise and Background

Mr. Talathi brings a wealth of experience to Anupam Rasayan, with a career spanning around four decades in the chemical manufacturing sector. His expertise covers operations management, Environmental Health and Safety (EHS), Human Resources and Industrial Relations, Innovation and Supply Chain Management, and regulatory liaison.

Talathi's educational background includes a degree in Chemical Engineering from UDCT Mumbai, a Management degree from Pune University, and additional courses from prestigious institutions like IIM-A and TMTC.

Professional Journey

Throughout his illustrious career, Mr. Talathi has held several leadership positions in renowned companies. He started his career with Tata Group's Rallis India Ltd. in Chandigarh, served as President (Operations) at Century Enka Ltd. for their Pune & Mahad sites, held the position of COO at Gujarat Fluorochemicals in Dahej, and was appointed as Whole Time Director at ELANTAS Beck India Ltd., part of the ALTANA GmbH Group.

Additional Responsibilities and Industry Involvement

In addition to his role as an Independent Director, Talathi will also join Anupam Rasayan's Risk Management Committee, effective from his appointment date. He is actively involved in various industry roles, including Chairman of the Chemical Sector Vertical at MCCIA, Member of the Start-up Advisory Council at MIT-TBI, and mentor to several entrepreneurs.

Compliance and Formal Documentation

The company has confirmed that Mr. Talathi meets the independence criteria as prescribed under the Companies Act, 2013 and SEBI Listing Regulations. The formal minutes of the postal ballot resolution were entered into the company's records on January 7, 2026, with proper intimation sent to BSE Limited and National Stock Exchange of India Limited.

This appointment, now formally approved by shareholders, underscores Anupam Rasayan's commitment to strengthening its board with experienced professionals, potentially enhancing its strategic decision-making capabilities in the competitive specialty chemicals market.