Sunday, 27 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Anlon Healthcare Earnings Call: Key Takeaways

Anlon Healthcare Limited reported FY26 consolidated total income of ₹172.22 Cr, up 42.98% YoY. Strategy focuses on API expansion and CDMO scaling.

Why this was an Alfa AlertManagement explicitly guides >50% YoY growth for the next year (FY28 revenue target of ₹700-800 Cr vs FY27 target of ₹380-400 Cr).
Highlights
Revenue growthFY26: 43%; FY27 target: ₹380-400 Cr; FY28 target: ₹700-800 Cr.
MarginsEBITDA margin target 25-30% on consolidated basis.
Order bookCurrent visibility around ₹280-300 Cr for FY27.
Demand visibilityClear visibility for ₹280-300 Cr order book in FY27.
Management confidenceBullish on demand and revenue targets despite supply chain headwinds.

Growth

FY26 Revenue ₹172.22 Cr (+42.98%), EBITDA ₹47.77 Cr (+47.55%), PAT ₹29.09 Cr (+41.77%).

Outlook

FY27 revenue guidance ₹380-400 Cr; FY28 target ₹700-800 Cr. Plan ₹130 Cr Capex.

Risks

Raw material price volatility, global supply chain disruptions, and high receivable days (130-140).

Last quarter's promises, checked

Delivered

  • FY26 Revenue ₹170-180 Cr → delivered ₹172.22 Cr (= BEAT)
  • Q3 EBITDA margin 35% → delivered 35.06% (= BEAT)
  • Acquisition of Apiqo Organic → delivered completed (= BEAT)

Partly delivered

  • CDMO validation of 3 molecules → delivered 1 dispatched, 2 pending Q1FY27 (= PARTIAL)

Missed

  • Working capital days 180-185 by FY26 end → delivered 290 days (= MISS)
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.

More from Anlon Healthcare Ltd

All →
15:08 IST NSE
Merger & Restructuring

Anlon Healthcare Merger & Restructuring

Anlon Healthcare incorporated ANLON Healthcare Nigeria Limited, holding 90% stake. The subsidiary aims to expand pharmaceutical and healthcare operations across 16 West African countries.

14:58 IST NSE
Acquisition

Anlon Healthcare Acquisition

Anlon Healthcare's AGM approved acquiring Apiqo Organics and Bizotic Lifescience stakes via share swap. The filing adds preferential issue pricing of ₹17.85 per share.

11:58 IST NSE
Price Movement Clarification

Anlon Healthcare Price Movement Clarification

Anlon Healthcare responded to NSE/BSE surveillance queries stating no undisclosed information explains the price movement. The company attributes the move to market-driven factors.

12:18 IST NSE
Credit Rating

Anlon Healthcare Credit Rating

Brickwork Ratings assigned BWR BBB/Stable to Anlon Healthcare's ₹23.60 Crore fund-based term loan. The rating reflects improved profitability and low leverage following the company's 2025 IPO.

14:18 IST NSE
Annual General Meeting

Anlon Healthcare Annual General Meeting

Anlon Healthcare Limited held its 13th Annual General Meeting on September 05, 2025. Shareholders considered financial statements, director appointments, and a preferential issue of equity shares.