Anupam Rasayan India Ltd Just Recorded A 44% Revenue Beat: Here's What Analysts Think
It's been a good week for Anupam Rasayan India Ltd (NSE:ANURAS) shareholders, because the company has just released its latest second-quarter results, and the shares gained 5.2% to ₹1,198. Revenue of ₹8.1b came in a notable 44% ahead of expectations, while statutory earnings of ₹15.09 were in line with what the analysts had been forecasting. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Taking into account the latest results, the most recent consensus for Anupam Rasayan India from three analysts is for revenues of ₹41.5b in 2027. If met, it would imply a sizeable 58% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to leap 47% to ₹23.25. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹34.1b and earnings per share (EPS) of ₹25.47 in 2027. While revenue forecasts have increased substantially, the analysts are a little more pessimistic on earnings, suggesting that the growth does not come without cost.
See our latest analysis for Anupam Rasayan India
Curiously, the consensus price target rose 11% to ₹1,263. We can only conclude that the forecast revenue growth is expected to offset the impact of the expected fall in earnings. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Anupam Rasayan India at ₹1,700 per share, while the most bearish prices it at ₹1,020. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The analysts are definitely expecting Anupam Rasayan India's growth to accelerate, with the forecast 150% annualised growth to the end of 2027 ranking favourably alongside historical growth of 17% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 12% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Anupam Rasayan India to grow faster than the wider industry.
The Bottom Line
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Anupam Rasayan India going out to 2029, and you can see them free on our platform here.
You can also view our analysis of Anupam Rasayan India's balance sheet, and whether we think Anupam Rasayan India is carrying too much debt, for free on our platform here.
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