New US Deal Secured! This Chemical Stock Signs a Rs 1,697 Crore Contract for Specialty Chemicals!

With a new long-term deal, this specialty chemicals company is setting up for big expansion.

Anupam Rasayan India Ltd. has signed a Letter of Intent (LOI) with a leading US multinational company for the supply of a high-performance specialty chemical used in polymer applications. The deal, valued at Rs 1,697 crore ($195 million), spans over ten years, further strengthening the company’s presence in the global specialty chemicals market.

Strengthening Global Partnerships
This contract marks a significant milestone for Anupam Rasayan as it expands into high-end polymer applications catering to sectors like defence and aeronautics. Managing Director Anand Desai highlighted that this agreement strengthens the company’s role in supplying specialized molecules for critical applications.

Strong Financial Performance in Q3 FY25
The company reported consolidated revenue of Rs 386.6 crore in Q3 FY25, reflecting a 31 per cent quarter-on-quarter growth. Standalone revenue stood at Rs 209.2 crore, growing by 8 per cent. Consolidated EBITDA was Rs 120.8 crore, with a margin of 31 per cent. Net profit surged by 77 per cent to Rs 54.2 crore on a consolidated basis, while standalone PAT stood at Rs 19.1 crore, marking a 37 per cent growth.

Expansion and New Product Launches
Anupam Rasayan added two new products in Q3 FY25, bringing the total product portfolio to 75. The company incurred a capex of Rs 650 crore till Q3 FY25 out of the planned Rs 670 crore, demonstrating its commitment to expanding manufacturing capabilities.

Stock Valuation and Market Position
The company has a market capitalization of Rs 7,563 crore, with a sales growth of 22 per cent and profit growth of 21 per cent over the last three years. The debt-to-equity ratio stands at 0.48, reflecting a stable financial position.

Future Outlook
With strong demand across pharma, polymer, and agrochemical segments, Anupam Rasayan expects a 30-35 per cent revenue increase in FY26. The latest contract with a US-based multinational strengthens its global expansion strategy, positioning the company as a key player in the specialty chemicals industry.

Disclaimer: The article is for informational purposes only and not investment advice.