Stockrabit · Analysts
Questions across 2 calls

Meet Gada

Emkay Global

Anupam Rasayan India Limited

Anupam Rasayan India Limited CC-Jun25.pdf · 2025-08-14
Congratulations team on great set of numbers amid all these geopolitical events. I have a couple of questions. Firstly, I wanted to ask that U.S. has announced 25% additional tariffs on India plus some additional penalties, which have come into effect by last week of August. So I wanted your perspective, Anand bhai, on how is that impacting the Indian chemical industry in the near term? And what is your exposure to the U.S. geography? And how are you strategizing to mitigate those risks? I believe last couple of LOIs in Q4 were with U.S.-based customers. What is your take on the execution of those LOIs or contracts?
Second question, can you help me understand more on that long-term master purchase agreement with Japanese conglomerate in terms of business segment value of the contract on an annual basis and how many molecules are covered within this agreement?
Anupam Rasayan India Limited CC-Mar25.pdf · 2025-05-24
Congratulations team on achieving highest-ever stand-alone quarterly EBITDA. I have a couple of questions. Firstly, I see that your quarterly revenue from the agro business vertical has nearly doubled as compared to the average of last 3 quarte rs, amidst this challenging macro environment. I want to understand that what has led to such gro wth all of a sudden and whether is it because of any LOI which has kicked in? And if you can thro w light on what product you have sold? And whether should we assume similar quarterly run rate for FY '26 as well?
Got it, sir. Secondly, on the recent LOI, this Elem entium materials for supply of chemicals and advanced electrolyte critical for EV batteries. Can you tell me something more on this customer product and the product potential? And will it be b eneficial for the Indian battery ecosystem as well? And you've mentioned that if this product is successful, you will be putting up a plant. So how much capex will be required there? And what -- will it be a dedicated plant or not?