ANYA

Anya Polytech financials

Noida-headquartered maker of HDPE/PP woven-sack packaging (HDPE, PP, Leno, BOPP bags, fabric rolls) and zinc-sulphate/SSP fertilizers, expanding into agri-inputs, seeds and solar/circular-economy renewable energy.

Market cap: ₹176 Cr
Sector: Chemicals
Calls analysed: 1

Latest concall · Q2 FY26 · call held 24 Nov 2025

Anya Polytech & Q2 FY26

EBITDA ₹13.39 cr EBITDA Margin 13.43% Net Profit ₹6.14 cr Total Income ₹99.7 cr

What went well

Consolidated total income of INR99.70 crores in H1 FY26.
EBITDA of INR13.39 crores in H1 FY26.
Net profit of INR6.14 crores in H1 FY26.

What to watch

EBITDA margin for H1 FY26 was lower (13.43%) due to capex depreciation and higher raw material costs (sulfuric acid prices up 250%).
Management expects EBITDA margin to recover to 17%-19% in H2 FY26.

Read the full call →

What Anya Polytech & does

Anya Polytech & Fertilizers Limited manufactures HDPE and PP woven-sack packaging (HDPE bags, PP bags, Leno bags, BOPP bags and fabric rolls) used for bulk commodities such as food grains, sugar, urea, cement and fertilizer, and separately manufactures zinc-sulphate fertilizers (monohydrate and heptahydrate), Single Super Phosphate (SSP) and micronutrient mixtures for agriculture. Through group entities it also sells agri-inputs such as certified seeds, cattle feed and biofertilizers, and is building a renewable-energy and circular-economy business (solar power for captive use, plus upcoming biomass-pellet and pulp-molding tableware units) via its subsidiary Yara Green Energy. It supplies institutional buyers including KRIBHCO, Coromandel, Tata Chemicals/RCF-linked cooperatives and UPL, alongside its own branded fertilizer and seed products.

Segments

HDPE/PP Bags & Packaging
Zinc Sulphate & SSP Fertilizers
Agri-inputs, Seeds & Micronutrients
Renewable Energy & Circular Economy

Manufacturing/business locations: Shahjahanpur, UP (HDPE/PP bag & fertilizer unit); Udaipur, Rajasthan (Arawali Phosphate); Bhopal, MP (Polyfirm Packaging unit + Yara Green solar site)
Installed PP bag capacity: 440 lakh units/yr (FY25)
Installed HDPE bag capacity: 350 lakh units/yr (FY25)
Installed SSP fertilizer capacity: 66,000 MT/yr (FY25)
Installed zinc sulphate capacity: 16,500 MT/yr (FY25)
Geographic sales presence: 17 states across India

Founded 2011Headquarters New Delhi, India Company website

Guidance record · Q2 FY26

what the last two calls moved 13 tracked 0 delivered 0 missed 13 open

EBITDA Margin open said Q2 FY26 Promised: 17% to 19% Q2 FY26: Guidance issued for H2 FY26 recovery.

All 13 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

₹ Cr · quarterly

Line item	Q2 FY25	Q4 FY25	Q2 FY26	Q4 FY26
Revenue	76	61	98	80
Expenses	60	55	86	75
EBITDA	16	6	12	5
Margin	21%	10%	12%	6%
Other income	1	1	1	6
Interest	2	4	3	4
Depreciation	2	3	3	3
Profit before tax	12	0	7	3
Tax rate	29%	-50%	11%	32%
Net profit	8	0	6	2
EPS	0.91	0.01	0.51	0.19

How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −38.0% 1Y

1Y: ₹24.2 on 10 Sept 2025 → ₹15. High ₹25 (11 Sept 2025), low ₹14.65 (10 Sept 2026).

How the price took the results

close before → close after

Q2 FY26: −2.8%; 24 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Balance sheet

Year ending	FY22	FY23	FY24	FY25	FY26
Equity capital	₹32 Cr	₹32 Cr	₹18 Cr	₹24 Cr	₹24 Cr
Reserves	₹-10 Cr	₹-5 Cr	₹31 Cr	₹71 Cr	₹72 Cr
Borrowings	₹27 Cr	₹51 Cr	₹59 Cr	₹68 Cr	₹82 Cr
Other liabilities	₹12 Cr	₹18 Cr	₹21 Cr	₹34 Cr	₹29 Cr
Total liabilities	₹61 Cr	₹97 Cr	₹128 Cr	₹196 Cr	₹208 Cr
Fixed assets	₹18 Cr	₹33 Cr	₹42 Cr	₹50 Cr	₹57 Cr
Capital work in progress	₹1 Cr	₹9 Cr	₹0 Cr	₹4 Cr	₹6 Cr
Investments	₹0 Cr	₹0 Cr	₹0 Cr	₹0 Cr	₹0 Cr
Other assets	₹42 Cr	₹55 Cr	₹86 Cr	₹142 Cr	₹145 Cr
Total assets	₹61 Cr	₹97 Cr	₹128 Cr	₹196 Cr	₹208 Cr

How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, the public added +1.00 pp while FIIs trimmed −0.95 pp. The shareholder count shrank 16% to 455.

Promoters: 65.4%
FIIs: 1.6%
DIIs: 3.4%
Public: 29.6%

Since Jun 2025

Public +1.00 pp
FIIs −0.95 pp
DIIs −0.05 pp

How it drifted, 6 quarters

Over this window the public went from 22.2% to 29.6% — +7.4 pp.

Dec '24Sep '25Jun '26

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

Ketan Chaudhary newly disclosed 1.02% held
Rehana Qureshi +0.35 pp 2.27% held
Prabhdip Singh Sandhu +0.14 pp 1.23% held

The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Anya Polytech & above SEBI's 1% disclosure line, and what changed since Mar 2026.

Holder	Stake	Change
Yashpal Singh Yadav	42.86%	unchanged
Anya Agro & Fertilizers Private Limited	22.55%	unchanged
Jaidev Rajnikant Shroff	4.87%	unchanged
Embee Infinity Services Llp	4.75%	unchanged
Rehana Qureshi	2.27%	+0.35 pp
Spread X Securities Private Limited Corporate	2.11%	unchanged
Nexus Equity Growth Fund - Nexus Equity Growth Fund Sch-1 Mutual fund	1.72%	unchanged
Aarth AIF Growth Fund AIF	1.53%	unchanged
Prabhdip Singh Sandhu	1.23%	+0.14 pp
Ketan Chaudhary	1.02%	newly disclosed
Craft Emerging Market Fnd Pcc- Citadel Capital Fund FPI fund	1.01%	unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Learn to analyse Anya Polytech &

Guides on how to read this kind of business and the numbers that matter.