Amrutanjan Health Care Limited
1,648words
9turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
34%
11%
17%
26%
24%
38%
6.8%
1.2%
2X
48%
7%
Guidance — 11 items
Rehydration
opening
“15.4%) Led by distribution growth and brand pull Internal Growth Drivers: Growth led by Maha Strong and Back Pain Roll On (BPRO) Maha Strong BPRO 56% 43% Segment Performance: Congestion and Women’s Hygiene Congestion (Brand Relief) Women’s Hygiene (Brand Comfy) Internal Growth Drivers (Q1 FY26 Vs.”
Visibility Initiatives
opening
“Gaps had been identified and overall action plan has been worked out Investor Presentation | Quarter Ended 30th June 2025 Financials Investor Presentation | Quarter Ended 30th June 2025 Financials – Q1 FY26 (Rs.”
Visibility Initiatives
opening
“in Crores) Advertisement & Selling Expenses 7.37 8.77 Q1 FY26 Q1 FY25 Decrease : 15.96% Investor Presentation | Quarter Ended 30th June 2025 Other Expenses 12.83 13.55 Q1 FY26 Q1 FY25 Decrease : 5.31% Financials – Q1 FY26 (Rs.”
Visibility Initiatives
opening
“in Crores) Net Sales - OTC 85.58 72.64 Gross Sales - OTC Q1 FY26 Q1 FY25 Growth: 17.81% Net Sales – Comfy (Included in above) 28.61 26.58 Q1 FY26 Q1 FY25 Growth: 7.64% Gross Sales – Comfy (Included in above)”
Notes
opening
“• Majority of raw material prices are lower than Q1 FY25.”
Notes
opening
“Menthol Crystal price is marginally higher than Q1 FY25.”
Notes
opening
“Packing material prices are marginally higher than Q1 FY25.”
Notes
opening
“• Advertisement spend for Q1 FY26 is at Rs.”
Notes
opening
“Investor Presentation | Quarter Ended 30th June 2025 ParticularsQ1 FY26Q1 FY25GrowthRevenue from Operations85.58 72.64 17.81%Less : Other Operating Revenue0.13 0.18 Add : IND AS 115 adjustments4.53 2.50 Add : GST6.81 5.57 Gross Sales96.79 80.53 20.19%ParticularsQ1 FY26Q1 FY25GrowthRevenue from Operations28.61 26.58 7.64%Add : IND AS 115 adjustments1.98 1.04 Gross Sales30.59 27.62 10.75% Financials – Q1 FY26 (Rs.”
Notes
opening
“in Crores) Net Sales - Beverages 10.96 7.76 Q1 FY26 Q1 FY25 Net Sales - Electro Plus (Included in above) 7.06 8.93 Q1 FY26 Q1 FY25 Gross Sales - Beverages Gross Sales – Electro Plus (Included in above)”
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Opening remarks
Rehydration
8.7 Crs Investor Presentation | Quarter Ended 30th June 2025 Brand Electro+ Note: Nos. given are Gross Sales Q1 FY 25-26: Pain Management Growth is back!! “No Gain without Pain!!” Pain Management Congestion Women’s Hygiene Rehydration Brand Amrutanjan Brand Relief Brand Comfy Growth Q1 FY ‘26 Growth Q1 FY ‘26 Growth Q1 FY ‘26 Brand Electro+ Growth Q1 FY ‘26 Relief Range 34% Overall Comfy 11% Electro+ -17% Overall Pain Category Head Category Body Category 26% 24% 38% Investor Presentation | Quarter Ended 30th June 2025 Segment Performance: Pain Management Head Category (Brand Amrutanjan) Body Category (Brand Amrutanjan) Category Volume Growth is back: 6.8%* (MAT June 25) Vs. 1.2% MAT June 24 Amrutanjan’s Vol Growth in Q1 FY26 was higher than the Category and nearly 2X of the Key Competition Internal Growth Drivers (All SKUs Contributed to the growth): Big SKUs (27.5ml & 50ml) 48% 8ml and small SKUs 7% Head Roll On 51% Consistent media spends of last FY (TV + Digital) resulted in increas
Internal Growth Drivers
Comfy XL Variant 52% Value Pack (18 Units Pack) 56% Increase in XL Variant’s contribution to Overall Comfy: 34% in Q1 FY26 Vs 25% YA Investor Presentation | Quarter Ended 30th June 2025 Consumer Engagement Activities: Head and Body Sampling: Pilgrimage Activity Activity Name : Puri Rathayatra Objective: To drive awareness and consideration Sampling in Pilgrimage Investor Presentation | Quarter Ended 30th June 2025 Marketing Interventions: Women’s Hygiene In-Store Activations: To Drive Awareness and Consideration • State: Andhra Pradesh, Telangana and Tamil Nadu • Objective: To build awareness and consideration at point of purchase • Placement: Nearly 20000 Outlets in these 3 states Comfy Sun Board Comfy A3 Posters Investor Presentation | Quarter Ended 30th June 2025 Marketing Interventions: Rehydration Category Consumer Education and Awareness Drive
Category Education
• The penetration of rehydration solutions in India remains low (but with a fast pace growth) and category creation is critical • In addition, there is a misperception between WHO-formulated Oral Rehydration Salts (ORS) and rehydration beverages among the consumers and it continue to pose a challenge, underscoring the need for sustained education and creating awareness of the appropriate hydration solutions • AHCL has undertaken education/ awareness initiatives in Q1 that includes education posters, leaflet to the consumers highlighting the occasions of consumption of WHO and Non-WHO rehydration drinks
Visibility Initiatives
• Visibility initiatives were undertaken across different touch points with the objective of building Awareness and Consideration. Some of the initiatives include Banners, Posters, Flanges etc., • These interventions were carried out across all the states • In addition, extensive sampling was undertaken with the objective of driving trials • In fact, Q1 FY 26 was marked with extensive support for the brand in the recent years Banner Investor Presentation | Quarter Ended 30th June 2025 Posters Education Poster QC Leaflet Flange Marketing Interventions: Electro+ Consumer Awareness and Trials Investor Presentation | Quarter Ended 30th June 2025 Operations Update – Sales and Distribution Distribution Sales Sales Infrastructure (Stockist Network) Increased by 1% Sales Infrastructure (Avg. Sub Stockist per Super Stockist) Increased by 22% Appointment of Pharma Super Stockist to expand the Chemists Coverage in Specific States Lines Per Call Increased by 2% Manpower Productivity Increased by 1
Notes
• Majority of raw material prices are lower than Q1 FY25. Menthol Crystal price is marginally higher than Q1 FY25. Packing material prices are marginally higher than Q1 FY25. • Advertisement spend for Q1 FY26 is at Rs. 1.59 Cr against Rs. 1.39 Cr for Q1 FY25. Advertisement spend for Comfy is at Rs. 0.48 Cr for Q1 FY26 against Rs. 0.42 Cr for Q1 FY25. Investor Presentation | Quarter Ended 30th June 2025 ParticularsQ1 FY26Q1 FY25GrowthRevenue from Operations85.58 72.64 17.81%Less : Other Operating Revenue0.13 0.18 Add : IND AS 115 adjustments4.53 2.50 Add : GST6.81 5.57 Gross Sales96.79 80.53 20.19%ParticularsQ1 FY26Q1 FY25GrowthRevenue from Operations28.61 26.58 7.64%Add : IND AS 115 adjustments1.98 1.04 Gross Sales30.59 27.62 10.75% Financials – Q1 FY26 (Rs. in Crores) Net Sales - Beverages 10.96 7.76 Q1 FY26 Q1 FY25 Net Sales - Electro Plus (Included in above) 7.06 8.93 Q1 FY26 Q1 FY25 Gross Sales - Beverages Gross Sales – Electro Plus (Included in above)
Notes
• Raw material prices are higher than Q1 FY25 and Packing material prices are lower than Q1 FY25 • Advertisement spend for Q1 FY26 is at Rs. 2.08 Cr against Rs. 3.26 Cr for Q1 FY25. Business is continuing with cash & carry model for Fruitnik. Investor Presentation | Quarter Ended 30th June 2025 ParticularsQ1 FY26Q1 FY25Revenue from Operations7.76 10.96 Less : Other Operating Revenue0.02 0.06 Add : IND AS 115 adjustments1.01 0.61 Add : GST0.93 1.38 Gross Sales9.69 12.88 ParticularsQ1 FY26Q1 FY25Revenue from Operations7.06 8.93 Add : IND AS 115 adjustments1.01 0.51 Add : GST0.63 1.00 Gross Sales8.70 10.44 Management Commentary Investor Presentation | Quarter Ended 30th June 2025 Management Commentary 1. We saw the highest revenue numbers ever recorded in 1st quarter – driven by a robust growth from Pain Management category. 2. Pain management category especially in the head ache care segment saw a return to double digit volume growth. 3. This year we are focusing on market penetration of
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