Anupam Rasayan预计其对Bliss GVS Pharma的收购将显著扩大其制药业务。
Anupam Rasayan expects its acquisition of Bliss GVS Pharma to significantly expand its pharmaceutical business.
总部位于苏拉特的定制合成和特种化学品制造商Anupam Rasayan的副首席财务官Vishal Thakkar表示,新业务单元在未来两到三年的营收目标为2000亿卢比。
Vishal Thakkar, Deputy CFO of the Surat-based custom synthesis and speciality chemicals manufacturer, said the target for the new unit is ₹2,000 crore in revenue over the next two to three years.
这几乎是Bliss GVS 2026财年927亿卢比营收的两倍。
That's nearly double Bliss GVS' FY26 revenue of ₹927 crore.
由于预期此次收购,Bliss GVS的股价在过去六个月里已上涨超过两倍,而Anupam Rasayan的股价在同一时期下跌了近8%。
Shares of Bliss GVS have more than tripled in the last six months, in anticipation of this acquisition. Anupam Rasayan shares have lost nearly 8% in the same period.
此次收购将使市值14亿美元的Anupam Rasayan能够通过将其关键起始材料业务与Bliss GVS的成品制剂相结合,建立一个一体化的制药平台。
The acquisition would allow the $1.4-billion Anupam Rasayan to build an integrated pharmaceutical platform by combining its key starting materials business with Bliss GVS' finished dosage formulations.
Thakkar认为,将工厂利用率提高一倍至60-70%,拓展非洲以外的新市场,以及扩大合同制造业务,将使Bliss GVS能够达成其目标。
Thakkar believes doubling plant utilisation to 60-70%, expanding into new markets outside Africa, and growing contract manufacturing will allow Bliss GVS to reach its goal.
对于Anupam Rasayan而言,达成这一目标将使顶线收入增加近一倍,相当于其截至2026年3月财年的2383亿卢比营收。
For Anupam Rasayan, reaching the target would expand the topline by nearly as much as its ₹2,383 crore revenue in the financial year ended March 2026.
业务 2026财年营收 战略角色 Anupam Rasayan 1676亿卢比 定制合成和特种化学品 Tanfac 711亿卢比 一家氟化学品制造商,Anupam于2022年收购了其24.96%的股份,并在2026年进一步增持。
BusinessFY26 RevenueStrategic RoleAnupam Rasayan₹1,676 croreCustom synthesis and specialty chemicalsTanfac₹711 croreA fluorochemicals chemical maker in which Anupam bought a 24.96% stake in 2022, and increased it further in 2026.
Jayhawk Fine Chemicals 722亿卢比 一家提供高级合同制造服务的美国公司。
Jayhawk Fine Chemicals₹722 cr croreA US-based firm that offers advanced contract manufacturing.
Anupam于2026年2月以约1.5亿美元的价格收购了该公司。
Anupam acquired it for about $150 million in Feb 2026.
Bliss GVS 927亿卢比 成品制剂 此前,该公司预计截至2027年3月的财年,有机营收增长20-25%,Jayhawk并表带来10-15%的增长,EBITDA利润率为24-26%。
Bliss GVS₹927 croreFinished formulationsEarlier, the company projected 20-25% organic revenue growth, 10-15% from consolidation of Jayhawk, and an EBITDA margin of 24-26% in the financial year ending March 2027.EBITDA measures a company's core profitability.
EBITDA衡量公司的核心盈利能力,代表息税折旧摊销前利润。完整采访,
It stands for earnings before interest, tax, depreciation, and amortisation. For the full interview,