ALFA Finder| 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
- ₹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.