| Management target | Revenue 30.0% 3 years |
|---|
| Margins | EBITDA margins improved from 23.35% (FY24) to 27.74% (FY26). |
|---|---|
| Demand visibility | Strong; 21 global DMF filings and 125 customers. |
| Management confidence | High; citing R&D pipeline and acquisitions. |
Growth
FY26 Revenue grew 43% YoY to ₹172 Cr; PAT rose 42% to ₹29 Cr. Q1FY27 shows shift toward APIs (50.32%).
Outlook
Guided ~30% revenue CAGR over 3 years. Targeted capacity of 1,400-1,600 MTPA by FY26 with entry into Industrial & Fine Chemicals.
Risks
Dependence on NSAID therapeutic areas; potential regulatory hurdles in new DMF approvals; integration risks of recent acquisitions.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue ~₹172 Cr → delivered ₹172.22 Cr (= BEAT)
- Guided FY26 EBITDA Margin 25-30% → delivered 27.74% (= BEAT)
- Guided installed capacity 1400-1600 MTPA → delivered 1400-1600 MTPA (= BEAT)
Partly delivered
- Guided 21 DMF filings → 5-6 products commercialized in regulated markets (= PARTIAL)
Missed
- Guided Q4 PAT stable → delivered ₹11.07 Cr vs ₹16.65 Cr YoY (= MISS)
Investor Presentation filed with NSE, NSE: AHCL. Summary written with AI assistance from 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 →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.
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.
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.
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.
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.
Anlon Healthcare Investor Presentation: Key Takeaways
Anlon Healthcare Q1 FY27 results show strong top-line growth following the acquisition of Remember India Health Links, though EBITDA margins faced temporary pressure from surging raw material costs and consolidation expenses.
- Call
- Guides 30% growth