| Revenue growth | FY26: 43%; FY27 target: ₹380-400 Cr; FY28 target: ₹700-800 Cr. |
|---|---|
| Margins | EBITDA margin target 25-30% on consolidated basis. |
| Order book | Current visibility around ₹280-300 Cr for FY27. |
| Demand visibility | Clear visibility for ₹280-300 Cr order book in FY27. |
| Management confidence | Bullish 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)
Earnings Call filed with NSE, NSE: AHCL. Summary written with AI assistance from the document.
Anlon Healthcare Ltd: key numbers
- Share price
- ₹27.37
- Market cap
- ₹145.5 Cr
- Revenue (annual)
- ₹172.0 Cr
- Net profit (annual)
- ₹28.51 Cr
- P/E (TTM)
- 4.1×Sector 43.8×
- Promoter holding
- 52.68%+0.00% QoQ
- FII holding
- 0.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Anlon Healthcare Ltd
All →Anlon Healthcare Earnings Call Transcript: Key Takeaways
Q2 consolidated revenue ₹105.61 Cr (+102%), PAT ₹17.18 Cr (+84%). EBITDA margin recovered to 23.9%, still below the 25-30% guided band. FY27 revenue reiterated at ₹380-400 Cr.
Anlon Healthcare Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹105.6 Cr (+102.3% YoY), EBITDA ₹25.2 Cr (+84.1%), PAT ₹17.2 Cr (+84.4%). H1 FY27 revenue ₹193.2 Cr (+125.9%). Strategy: integrated API-to-formulations platform.
Anlon Healthcare Q2 FY27 Results: Net Profit ₹17.2 Cr, Up 84.9% YoY
Anlon Healthcare Ltd reported revenue from operations of ₹105.6 Cr (+102.3% YoY) and net profit of ₹17.2 Cr (+84.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹17.2 Cr · +84.9% YoY
Anlon Healthcare Preferential Issue
Anlon Healthcare received NSE and BSE in-principle approval for 8,05,35,651 preferential shares under a share swap. No cash consideration is stated.
Anlon Healthcare Board Meeting Date
Anlon Healthcare will hold a board meeting on 29 October 2026 to consider unaudited standalone and consolidated half-yearly results. The trading window is closed from 1 October to 31 October 2026.
Anlon Healthcare Other Announcement
Anlon Healthcare Limited filed the mandatory Regulation 74(5) certificate from its Registrar and Share Transfer Agent for the quarter ended September 30, 2026.