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Earnings Call

Anlon Healthcare Earnings Call: Key Takeaways

Anlon Healthcare reports strong FY26 growth with revenues reaching ₹171.97cr, up from ₹120.29cr in FY25. Strategy focuses on backward integration and expansion via Bizotic and Apiqo acquisitions.

Why this was an Alfa AlertNot a filter event. Results and guidance are strong but do not meet the 10% beat vs guided upper end criteria.
Highlights
Revenue growth43% YoY for FY26; 4% growth in Q4FY26 YoY.
MarginsEBITDA margin improved from 26.88% in FY25 to 27.74% in FY26.
Demand visibilityStrong, driven by NSAIDs demand and multi-year CDMO projects.
Management confidenceHigh, supported by 30% revenue CAGR guidance for 3 years.

Growth

FY26 revenue grew 43% YoY; PAT increased 42% YoY to ₹29.09cr. EBITDA margins improved to 27.74%.

Outlook

Guided ~30% revenue CAGR over 3 years. Target capacity 1,400-1,600 MTPA. Launching 7 new APIs in FY27.

Risks

Potential regulatory delays in US/Europe DMF approvals and high raw material concentration in certain segments.

Source

Earnings Call filed with NSE, NSE: AHCL. Summary written with AI assistance from the document.

Read the document ↗

Anlon Healthcare Ltd: key numbers

Share price
₹31.51
Market cap
₹167.5 Cr
Revenue (annual)
₹172.0 Cr
Net profit (annual)
₹28.51 Cr
P/E (TTM)
5.3×Sector 50.4×
Promoter holding
52.68%+0.00% QoQ
FII holding
1.67%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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