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AMRUTANJAN - Amrutanjan Healt

📊 NSE: AMRUTANJAN 🏢 Pharmaceuticals - Indian - Formulations 📅 Last Updated: 12/13/2025 18:18

📢 Recent Corporate Announcements

Amrutanjan Q3 FY26 Net Sales Up 14.9% to ₹141 Cr; YTD PAT Grows 17% YoY

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 04 Feb 2026, 07:02 PM

Amrutanjan Health Care reported a 14.9% YoY increase in Q3 FY26 net sales to ₹141.04 crore, supported by strong performance in the OTC and Comfy segments. While Q3 PAT growth was nearly flat at 1.04% due to higher operational expenses, the nine-month (YTD) performance remains robust with PAT rising 17.02% to ₹41.73 crore. The company is aggressively expanding its distribution, adding 40,000 new chemist outlets and launching premium products like Comfy Night Pads to drive future growth.

Q3 FY26 Net Sales grew 14.9% YoY to ₹141.04 Cr, while YTD Dec'25 PAT rose 17.02% to ₹41.73 Cr.
The Comfy (Women's Hygiene) brand recorded a strong 22.55% Net Sales growth in Q3 FY26.
Operational efficiency improved significantly with total lines sold increasing by 73% and effective outlet coverage up 10%.
The company added 40,000 new chemist outlets, progressing toward its long-term goal of 100,000 additional outlets.
Pain Management segment maintained momentum with 12% YTD growth, led by a 27% growth in Head Roll-On variants.

💡 Investors should focus on the company's successful diversification into Women's Hygiene and its distribution expansion, which are offsetting the decline in the Rehydration segment. The strong YTD profit growth suggests healthy underlying business momentum despite a high-base effect in Q3 quarterly profits.

Amrutanjan Health Care Sets Feb 7, 2026, as Record Date for Second Interim Dividend

🟢 POSITIVE ⭐ 6/10

DIVIDEND 📅 03 Feb 2026, 05:39 PM

Amrutanjan Health Care Limited has officially fixed February 7, 2026, as the record date for its second interim dividend for the financial year 2025-26. This announcement follows the company's compliance with Regulation 42 of SEBI (LODR) Regulations 2015. Shareholders whose names appear in the register of members or as beneficial owners with NSDL and CDSL on the record date will be eligible for the payout. This marks the second dividend distribution for the current fiscal year, reflecting continued shareholder returns.

Record date for the Second Interim Dividend is fixed as February 07, 2026
The dividend distribution pertains to the financial year 2025-26
Eligibility is based on beneficial ownership data from NSDL and CDSL as of the record date
Official notification was released on February 03, 2026, following regulatory requirements

💡 Investors seeking to qualify for the dividend should ensure they purchase or hold the shares before the ex-dividend date. Long-term investors should track the total dividend yield for FY26 as part of their income strategy.

Amrutanjan Q3 Net Profit at ₹19.45 Cr; Declares Re. 1 Interim Dividend

🟢 POSITIVE ⭐ 7/10

DIVIDEND 📅 03 Feb 2026, 05:25 PM

Amrutanjan Health Care reported a steady performance for Q3 FY26 with revenue from operations growing 14.9% YoY to ₹141.04 crore. The company declared its second interim dividend of Re. 1 per share for the financial year 2025-26. While net profit saw a marginal increase to ₹19.45 crore, it was slightly impacted by a ₹1.25 crore exceptional charge related to new labour codes. The core OTC and Women's Hygiene segments showed robust growth, while the Beverages segment faced a decline in revenue.

Declared second interim dividend of Re. 1 per equity share (100% of face value)
Q3 Revenue from operations increased 14.9% YoY to ₹141.04 crore
Net Profit for the quarter stood at ₹19.45 crore versus ₹19.25 crore in the previous year
OTC segment revenue grew 14.3% YoY to ₹100.54 crore, remaining the primary growth driver
Recognized an exceptional item of ₹125.17 lakhs due to the impact of new Labour Codes

💡 Investors should find comfort in the steady growth of the core OTC and Women's Hygiene segments and the consistent dividend payout. The stock remains a stable play in the healthcare and consumer goods space with a strong focus on governance as reflected in its high ESG governance score.

Amrutanjan Q3 Revenue Up 14.9% to ₹141 Cr; Declares ₹1 Interim Dividend

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 03 Feb 2026, 05:16 PM

Amrutanjan Health Care reported a 14.9% YoY increase in revenue from operations to ₹141.04 crore for the quarter ended December 31, 2025. Net profit remained relatively flat at ₹19.45 crore compared to ₹19.25 crore in the previous year, primarily due to a ₹1.25 crore exceptional item related to new labor codes. The company declared a second interim dividend of ₹1 per share. Notably, the Women's Hygiene segment showed strong growth, contributing ₹36.68 crore to the top line.

Revenue from operations grew 14.9% YoY to ₹14,103.87 Lakhs from ₹12,275.15 Lakhs.
Profit After Tax (PAT) stood at ₹1,945.22 Lakhs, up 1.1% YoY despite an exceptional cost.
Declared a second interim dividend of ₹1 per equity share for the financial year 2025-26.
Women's Hygiene segment revenue increased 22.6% YoY to ₹3,667.97 Lakhs.
Recognized an exceptional expense of ₹125.17 Lakhs due to the impact of new labor codes on gratuity and leave encashment.

💡 Investors should take note of the robust top-line growth and the successful scaling of the Women's Hygiene business. The flat net profit is a result of non-recurring regulatory costs, suggesting healthy underlying operational efficiency.

Amrutanjan Health Care Submits Q3 FY26 SEBI Compliance Certificate

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 08 Jan 2026, 11:15 AM

Amrutanjan Health Care Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The filing confirms that for the quarter ended December 31, 2025, all dematerialization requests were processed according to regulatory standards. The company's Registrar, Cameo Corporate Services, verified that physical certificates were mutilated and cancelled, and the depositories' names were updated in the register of members. This is a standard administrative filing ensuring the integrity of shareholding records.

Compliance certificate submitted for the quarter ended December 31, 2025
Issued by Registrar and Share Transfer Agent, Cameo Corporate Services Limited
Confirms securities received for dematerialization were listed on stock exchanges
Confirms physical certificates were mutilated and cancelled within stipulated time limits
Ensures adherence to SEBI (Depositories and Participants) Regulations, 2018

💡 No action is required as this is a routine regulatory filing confirming standard administrative procedures regarding share dematerialization.

Amrutanjan Health Care Announces Trading Window Closure from January 1, 2026

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 19 Dec 2025, 02:41 PM

Amrutanjan Health Care Limited has notified the exchanges regarding the closure of its trading window for designated persons starting January 01, 2026. This closure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, ahead of the Q3 financial results. The window will remain closed until 48 hours after the declaration of the unaudited financial results for the quarter ending December 31, 2025. This is a standard regulatory procedure for listed companies to prevent insider trading during the sensitive period before earnings releases.

Trading window closure begins on January 01, 2026
Closure pertains to the unaudited financial results for the quarter ending December 31, 2025
Window will reopen 48 hours after the official announcement of the quarterly results
Restriction applies to all Designated Persons and their immediate relatives as per SEBI norms

💡 No action is required as this is a routine regulatory filing. Investors should await the announcement of the board meeting date for the Q3 FY26 results.

View All AMRUTANJAN Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

In FY2025, the OTC segment grew 5.41% to INR 290.03 Cr, the Comfy segment grew 17.77% to INR 123.96 Cr, and the Beverages segment declined 8.88% to INR 36.43 Cr. For H1 FY2026, total Net Sales reached INR 211.75 Cr, a 9.35% YoY increase.

Geographic Revenue Split

Not disclosed in available documents, though the company identifies 'P3' markets as areas with currently low penetration and high competition.

Profitability Margins

Operating profit margin improved from 10.86% in FY2024 to 11.44% in FY2025. Net profit margin increased from 10.68% to 11.25% over the same period. For H1 FY2026, Profit After Tax (PAT) grew 35.71% YoY to INR 22.27 Cr.

EBITDA Margin

EBITDA margin for FY2025 was 12.88%, up from 12.30% in FY2024, representing an absolute EBITDA of INR 58.20 Cr, a 12.33% YoY growth.

Capital Expenditure

The company is developing a state-of-the-art manufacturing plant for sanitary napkins in Hyderabad to meet anticipated market demand and ensure long-term scalability. Specific INR Cr values for the project were not disclosed.

Credit Rating & Borrowing

Not disclosed in available documents; however, the company reported negligible interest costs of INR 0.22 Cr in FY2025, suggesting a debt-free or low-leverage status.

⚙️ Operational Drivers

Raw Materials

Key raw materials include menthol, chemicals, and packaging materials. In FY2025, cost of materials consumed was INR 223.21 Cr, representing 49.40% of net sales.

Capacity Expansion

The company is currently expanding capacity by setting up a dedicated manufacturing plant for Comfy sanitary napkins in Hyderabad to transition from a private-label partnership to in-house production.

Raw Material Costs

Raw material costs represented 49.40% of net sales in FY2025. In H1 FY2026, raw material prices were reported as higher than H1 FY2025, while packing material prices were lower.

📈 Strategic Growth

Expected Growth Rate

9.35%

Growth Strategy

Growth will be driven by the new Hyderabad manufacturing plant for Comfy to scale women's hygiene revenue, which already crossed INR 130 Cr in FY2025. The company is also targeting 'P3' markets for deeper penetration, expanding D2C and e-commerce channels, and launching new products like Electro Plus in the beverages category.

Products & Services

Pain management balms and roll-ons, Comfy sanitary napkins, Fruitnik fruit juices, and Electro Plus electrolyte drinks.

Brand Portfolio

Amrutanjan, Comfy, Fruitnik, Electro Plus.

New Products/Services

New product launches include Electro Plus in the beverages segment. The Comfy brand is expected to contribute significantly following the commencement of the new Hyderabad plant.

Market Expansion

Expansion plans focus on 'P3' markets where penetration is currently low and scaling up distribution through new super stockists and sub-stockists.

Market Share & Ranking

Not disclosed in available documents, but the company notes that 62% of its revenue is derived from the Head and Body pain management categories.

Strategic Alliances

The company previously utilized a successful private label partnership for Comfy sanitary napkins, which is now being transitioned to in-house manufacturing.

🌍 External Factors

Industry Trends

The health and wellness market in India is growing, with a shift toward specialized hygiene and electrolyte products. Amrutanjan is positioning itself by diversifying from its core pain balm into women's hygiene and functional beverages.

Competitive Landscape

Faces strong competition in rural and P3 markets from both national and local players in the OTC and hygiene segments.

Competitive Moat

The company's moat is built on the strong brand equity of 'Amrutanjan' in the pain management sector, where it holds a dominant position in the Head and Body categories (62% of revenue). This brand recall is sustainable due to long-term consumer trust and a growing distribution network.

Macro Economic Sensitivity

Highly sensitive to monsoon performance, which affects raw material input costs, and major political or economic changes in India.

Consumer Behavior

Evolving consumer needs are driving demand for specialized products in the hygiene and wellness categories, prompting the company to launch new variants and functional drinks.

⚖️ Regulatory & Governance

Industry Regulations

Operations are subject to changes in regulatory compliances and manufacturing standards, which the company identifies as a potential threat to its business plans.

Taxation Policy Impact

The effective tax rate for FY2025 was approximately 26.47%, with tax expenses of INR 18.30 Cr on a PBT of INR 69.13 Cr.

⚠️ Risk Analysis

Key Uncertainties

Key risks include monsoon failure (impacting input costs), low penetration in P3 markets, and volatility in packaging material prices which could impact margins by 5-10%.