Anya Polytech & Fertilizers Limited (ANYA)
Latest quarterly results (H2 FY26)
In its latest reported quarter, H2 FY26, Anya Polytech's revenue was ₹80.0 Cr (+31.1% year on year, -18.7% on the previous half-year), and net profit ₹2.0 Cr; the operating margin was 6.2%.
| H2 FY26 (₹ Cr) | Value | YoY vs H2 FY25 | vs prev. half |
|---|---|---|---|
| Revenue | ₹80.0 | +31.1% | -18.7% |
| Operating profit | ₹5.0 | -16.7% | -58.8% |
| Net profit | ₹2.0 | — | -68.3% |
| EPS (₹) | 0.19 | — | -63.5% |
| Operating margin | 6.2% | — | — |
ANYA delivery percentage
NSE end-of-day data for
On Fri, 16 Oct 2026, 80.0% of the ANYA shares traded on NSE were taken to delivery, against the stock's own 20-session average of 92.89%. That is close to its usual level. Turnover was only ₹4 lakh, so a handful of trades can move this figure. It closed at a price band (circuit) on 1 session in about the last 20.
Delivery in the last 5 sessions: 78.6% · 100.0% · 50.0% · 100.0% · 80.0%
A description of what the exchange published, not a recommendation. Names such as "accumulation" or "long buildup" label a pattern in the numbers. How delivery is analysed
📢 Recent Corporate Announcements
Anya Polytech & Fertilizers has received shareholder approval via a Special Resolution at its AGM on September 29, 2026, to vary the objects of its IPO proceeds. An amount of ₹10.80 Crores will now be redirected toward the development and implementation of a project for manufacturing Biodegradable Tableware and Packaging Materials. This reallocated capital represents approximately 3.4% of the company's TTM revenue (₹315 Cr) and about 11.9% of its net worth (₹91 Cr). The shift aligns with its broader product strategy to expand into higher-margin sustainable packaging segments.
- Shareholders approved variation in IPO proceeds utilization at the AGM held on September 29, 2026
- ₹10.80 Crores reallocated towards manufacturing Biodegradable Tableware and Packaging Materials
- Reallocated funds equal ~11.9% of net worth (₹91 Cr) and ~3.4% of TTM revenue (₹315 Cr)
- Approved via Special Resolution pursuant to Regulation 30 of SEBI LODR
Anya Polytech & Fertilizers Limited approved the adoption of a new set of Memorandum of Association (MOA) and Articles of Association (AOA) via Special Resolution at its 15th AGM on September 29, 2026. The revision was undertaken to align its constitutional documents with the provisions of the Companies Act, 2013. The company confirmed there is no material change in its business operations resulting from this adoption. Requisite filings will be submitted to the Registrar of Companies, NCT of Delhi.
- Shareholders approved adoption of new MOA and AOA at the 15th AGM on September 29, 2026
- Approval secured via Special Resolution
- Constitutional documents aligned with the Companies Act, 2013
- Company confirmed no material change to business operations
Anya Polytech & Fertilizers Limited announced that shareholders approved the appointment of M/s Anju Panday & Associates, Company Secretaries, as the company's Secretarial Auditor. The approval was granted via a Special Resolution at the 15th AGM held on September 29, 2026. The appointment spans a 5-year tenure starting from FY 2026-27 through FY 2030-31. This is a standard statutory compliance requirement under the Companies Act, 2013, and SEBI LODR Regulations.
- Appointed M/s Anju Panday & Associates as Secretarial Auditor
- Tenure spans 5 consecutive financial years from FY 2026-27 to FY 2030-31
- Approved via Special Resolution at the 15th AGM on September 29, 2026
Anya Polytech & Fertilizers Limited announced that shareholders approved the appointment of Mr. Govind Singh Sandhu as a Non-Executive Director at its 15th AGM held on September 29, 2026. The appointment is effective September 29, 2026, and is liable to retire by rotation. Mr. Sandhu brings a background in agribusiness development and supply chain initiatives, relevant to the company's fertilizers vertical. This is a routine board composition update with no immediate financial or operational impact.
- Shareholders approved the appointment at the 15th AGM held on September 29, 2026
- Appointed as Non-Executive Director (DIN: 08808332), liable to retire by rotation
- Effective date of appointment is September 29, 2026
- Candidate is not related to any existing Director of the company
Anya Polytech & Fertilizers Limited announced the voting results and Scrutinizer's Report for its 15th Annual General Meeting held on September 29, 2026. All 7 resolutions were approved by shareholders with the requisite majority, with 100% of the 5,59,98,542 total votes cast in favor of key special resolutions. Notable approvals included the adoption of the FY26 financial statements, the appointment of Mr. Govind Singh Sandhu as Director, and approval for a variation in the objects of utilisation of IPO proceeds. Total voting turnout stood at 28,943,107 shares (24.12% of total shares) via remote e-voting, augmented by venue ballot papers.
- All 7 resolutions passed with requisite majority at the 15th AGM held on September 29, 2026
- Special resolution for variation in utilisation of IPO proceeds approved with 100% favorable votes (5,59,98,542 votes cast)
- Remote e-voting saw 28,943,107 votes polled, representing 24.12% of the 12,00,00,000 total shares
- Adoption of new Memorandum and Articles of Association in conformity with Companies Act, 2013 approved
Anya Polytech & Fertilizers held its 15th Annual General Meeting on September 29, 2026, tabling key resolutions for shareholder approval. Most notably, the company sought approval via special resolution to vary the utilization of IPO proceeds, reallocating ₹10.80 Crores toward manufacturing Biodegradable Tableware and Packaging Materials. This ₹10.80 Crore deployment represents approximately 3.4% of TTM revenue (₹315 Cr) and roughly 11.9% of net worth (₹91 Cr). Other tabled items included the adoption of FY26 financial statements and director appointments.
- Proposed variation of IPO objects to allocate ₹10.80 Crores towards biodegradable tableware and packaging manufacturing
- ₹10.80 Cr capex reallocation represents ~11.9% of company net worth (₹91 Cr)
- Conducted 15th AGM on September 29, 2026, running from 01:00 P.M. to 02:20 P.M.
- Proposed appointment of M/s Anju Panday & Associates as Secretarial Auditor for 5 years (FY 2026-27 to FY 2030-31)
Anya Polytech & Fertilizers has published its 15th Annual Report and convened its Annual General Meeting (AGM) for September 29, 2026. The key special resolution seeks shareholder approval to reallocate ₹10.80 crore of unutilized IPO proceeds (representing ~11.9% of net worth) from a planned Biomass Project under subsidiary Yara Green Energy to a new biodegradable tableware and packaging materials initiative. The revised deployment allocates ₹2.00 crore for a pilot plant, ₹2.00 crore for pilot working capital, and ₹6.80 crore for commercial manufacturing facilities. Other AGM agenda items include director appointments and adopting a revised MOA and AOA.
- Proposed reallocation of ₹10.80 crore of IPO proceeds away from a Biomass Project in subsidiary Yara Green Energy
- Allocating ₹2.00 crore for a pilot plant and ₹2.00 crore for pilot working capital in biodegradable tableware/packaging
- Earmarking ₹6.80 crore towards setting up commercial manufacturing facilities for biodegradable packaging products
- 15th AGM scheduled for September 29, 2026, to vote on financial statements, director appointments, and revised MOA/AOA
Anya Polytech & Fertilizers Limited has announced the closure of its Register of Members and Share Transfer Books from September 23, 2026 to September 29, 2026 (both days inclusive). The closure is scheduled for the purpose of the company's 15th Annual General Meeting (AGM) for FY 2025-26. The AGM will take place on Tuesday, September 29, 2026, at 01:00 PM IST at its registered office in New Delhi. This is a routine administrative compliance filing under Regulation 42 of SEBI LODR Regulations.
- Book closure period fixed from September 23, 2026 to September 29, 2026 (both days inclusive)
- 15th Annual General Meeting scheduled for September 29, 2026 at 01:00 PM IST
- AGM to be held at Registered Office in Nehru Place, New Delhi for FY 2025-26
Anya Polytech & Fertilizers Limited has fixed Tuesday, September 22, 2026, as the cut-off / record date for voting eligibility. Shareholders holding shares as of this date will be eligible to participate in remote e-voting and vote at the 15th Annual General Meeting (AGM). The AGM is scheduled to take place on Tuesday, September 29, 2026, for the financial year 2025-26.
- Cut-off/Record date fixed as September 22, 2026
- 15th Annual General Meeting (AGM) scheduled for September 29, 2026
- Pertains to AGM proceedings for FY 2025-26
- Determines eligibility for remote e-voting and AGM voting
Anya Polytech & Fertilizers has issued the notice for its 15th Annual General Meeting (AGM) scheduled for September 29, 2026. Key business items include the adoption of FY26 financials and a special resolution to alter the deployment of ₹10.80 Cr in IPO proceeds. The company plans to allocate ₹6.80 Cr toward setting up manufacturing facilities for biodegradable tableware and packaging, alongside ₹2.00 Cr for pilot project working capital. The cut-off date for e-voting entitlement is September 22, 2026.
- 15th Annual General Meeting scheduled for September 29, 2026 at 01:00 PM IST
- Proposed special resolution to redeploy ₹10.80 Cr of IPO proceeds into a biodegradable tableware pilot project
- Specific allocation includes ₹6.80 Cr for manufacturing infrastructure/machinery and ₹2.00 Cr for working capital
- E-voting window opens on September 26, 2026 (09:00 AM) and closes on September 28, 2026 (05:00 PM)
- Cut-off date and Record Date for voting set as September 22, 2026
Anya Polytech & Fertilizers Limited has appointed M/s R A S G & Company, Chartered Accountants (FRN: 041369N), as the company's Internal Auditor for the financial year 2026-27. The appointment was approved by the Board of Directors at its meeting held on August 31, 2026, in accordance with Section 138 of the Companies Act, 2013. This is a standard corporate governance and statutory compliance procedure with no direct financial impact on the company.
- Appointed M/s R A S G & Company (FRN: 041369N) as Internal Auditor for FY 2026-27
- Board approved appointment at its meeting on August 31, 2026
- Appointment executed pursuant to Section 138 of the Companies Act, 2013
Anya Polytech & Fertilizers Limited has recommended the appointment of M/s Anju Panday & Associates, Company Secretaries, as the Secretarial Auditor of the company. The proposed tenure spans five consecutive financial years, running from April 1, 2026, to March 31, 2031 (FY27 to FY31). The appointment was approved by the Board of Directors on August 31, 2026, and is subject to shareholder approval at the ensuing 15th Annual General Meeting scheduled for September 29, 2026.
- Appointment of M/s Anju Panday & Associates as Secretarial Auditor recommended on August 31, 2026
- Tenure proposed for 5 consecutive financial years from FY 2026-27 to FY 2030-31 (ending March 31, 2031)
- Subject to approval by shareholders at the 15th Annual General Meeting on September 29, 2026
Anya Polytech & Fertilizers Limited announced the outcome of its Board meeting held on August 31, 2026. The Board approved the Notice for the 15th Annual General Meeting (AGM) scheduled for September 29, 2026, with the cut-off date for e-voting set as September 22, 2026. Key proposals include adopting a new set of MoA and AoA aligned with the Companies Act 2013, appointing Mr. Govind Singh Sandhu as Director, and appointing M/s Anju Panday & Associates as Secretarial Auditor for 5 years (FY27 to FY31). Additionally, M/s R A S G & Company was appointed as the Internal Auditor for FY 2026-27.
- 15th Annual General Meeting convened for September 29, 2026 at 01:00 PM IST
- Cut-off date for remote e-voting fixed as September 22, 2026, with voting open from September 26 to September 28, 2026
- Share transfer books and register of members closed from September 23 to September 29, 2026
- M/s Anju Panday & Associates recommended as Secretarial Auditor for a 5-year term (FY 2026-27 to FY 2030-31)
- M/s R A S G & Company appointed as Internal Auditor for FY 2026-27
Anya Polytech & Fertilizers has diversified into the hospitality and tourism sector by incorporating a new subsidiary, Orchha Hospitality and Retreat Private Limited, on August 06, 2026. The company holds a 51% stake with a nominal initial investment of ₹51,000, while the Promoter and MD, Mr. Yashpal Singh Yadav, holds the remaining 49% in his personal capacity. This move represents a significant strategic shift from the company's core packaging and fertilizer operations, which generated ₹315 Cr in TTM revenue. While the initial financial commitment is negligible, it signals a long-term intent to diversify into infrastructure and tourism.
- Incorporated Orchha Hospitality and Retreat Private Limited as a 51% subsidiary on August 06, 2026
- Initial cash consideration for the 51% stake is ₹51,000 (5,100 shares at ₹10 each)
- Promoter and MD Yashpal Singh Yadav holds the remaining 49% stake personally
- The new entity will focus on hotels, resorts, tourism, and infrastructure development
- Parent company TTM revenue stands at ₹315 Cr, making this initial investment <0.01% of annual turnover
Financial Performance
Revenue Growth by Segment
Consolidated Total Income grew 10.6% YoY to INR 138.47 Cr in FY25, up from INR 125.21 Cr in FY24. The Packaging segment (SDP, PP, BOPP, Leno, and Jumbo bags) is the primary driver, while the Fertilizer segment is positioned for growth with patented products expected to scale in 1-2 years.
Geographic Revenue Split
The company aims to grow its presence across India by securing orders from new regions, though specific regional percentage splits are not disclosed in available documents.
Profitability Margins
EBITDA margin improved from 14.92% in FY24 to 17.05% in FY25. PAT margin stood at 5.92% in FY25 (INR 8.19 Cr) compared to 6.41% in FY24 (INR 8.03 Cr), reflecting a slight margin compression despite absolute profit growth.
EBITDA Margin
EBITDA margin was 17.05% in FY25, a significant improvement from 10.08% in FY23, driven by better cost controls and improved realization in specific product lines.
Capital Expenditure
Fixed assets increased by INR 9 Cr, from INR 41.05 Cr in FY24 to INR 50.05 Cr in FY25, supporting capacity expansion in the flexi-packaging portfolio.
Credit Rating & Borrowing
Finance costs were INR 6.84 Cr in FY25 on total borrowings of approximately INR 78.53 Cr, implying an average borrowing cost of 8.7%.
Operational Drivers
Raw Materials
Raw material expenses, primarily polymers for packaging products, accounted for INR 92.60 Cr or 66.9% of total income in FY25.
Capacity Expansion
The company is targeting 100% capacity utilization for its flexi-packaging infrastructure (SDP, PP, BOPP, Leno, and Jumbo bags). The Yara Green production facility is scheduled to commence operations in April 2026.
Raw Material Costs
Raw material costs represented 66.9% of revenue in FY25. Procurement strategies involve managing high raw material costs which are identified as a key business weakness.
Manufacturing Efficiency
The company is focusing on selecting high-margin orders to optimize its overbooked capacity, aiming for 100% utilization.
Logistics & Distribution
Distribution costs are included within other expenses, which represent 12.9% of total revenue.
Strategic Growth
Expected Growth Rate
44%
Growth Strategy
Growth will be achieved by reaching a top-line target of >INR 200 Cr in FY26 through 100% capacity utilization in packaging, the launch of Yara Green in April 2026, and a planned equity issue in January 2026 to make the company debt-free, thereby reducing finance costs.
Products & Services
SDP bags, PP bags, BOPP bags, Leno bags, Jumbo bags, and patented fertilizer products.
New Products/Services
Yara Green production (starting April 2026) and patented fertilizer products are expected to contribute higher margins compared to the 10-11% typical in the packaging sector.
Market Expansion
Strategic expansion aims to secure orders from new regions across India aligned with core competencies.
External Factors
Industry Trends
The packaging industry is currently overbooked, allowing for margin optimization. The fertilizer sector is evolving toward specialized, patented products with higher margins but longer market-entry timelines.
Competitive Landscape
The company faces intense competition in the capital-intensive packaging and fertilizer industries.
Competitive Moat
Moat is built on a comprehensive flexi-packaging portfolio, ISO 9001:2015 quality certification, and patented products in the fertilizer segment, providing a competitive edge in trust and specialized offerings.
Macro Economic Sensitivity
The business has high sensitivity to general economic conditions and agricultural cycles, as noted in the SWOT analysis.
Geopolitical Risks
Geopolitical factors are linked to supply chain disruptions, which are identified as a threat to operational stability.
Regulatory & Governance
Industry Regulations
Operations are governed by ISO 9001:2015 quality standards and internal financial controls over financial reporting, which were found effective in FY25.
Taxation Policy Impact
The effective tax rate for FY25 was approximately 28.8%, with a tax expense of INR 3.37 Cr on a PBT of INR 11.72 Cr.
Risk Analysis
Key Uncertainties
Key risks include high raw material price volatility (polymers), dependency on economic conditions, and the capital-intensive nature of the business.
Geographic Concentration Risk
The company is expanding pan-India to mitigate regional concentration risks.
Credit & Counterparty Risk
Trade receivables stood at INR 31.86 Cr in FY25, with a receivable turnover ratio of 4.29 and an average collection period of 91 days.