| Management target | Revenue 30.0% Next 3 years |
|---|
| Revenue growth | FY27 expected ₹350-400 Cr; FY28 target ₹700 Cr. |
|---|---|
| Margins | Expect recovery to 25-30% range in Q2/Q3 FY27. |
| Demand visibility | Strong; fine chemicals/specialty chemical segments reported as overbooked. |
| Management confidence | High; citing capacity expansion and price pass-through capabilities. |
Growth
Q1 consolidated revenue rose 163% YoY to ₹87.62 Cr; PAT increased 133% YoY to ₹8.28 Cr.
Outlook
Management guides for ₹350-400 Cr revenue in FY27 and ₹700 Cr in FY28 with ₹130 Cr capex.
Risks
EBITDA margins moderated to 17% due to volatile petroleum-based solvent prices and geopolitical instability.
Last quarter's promises, checked
Delivered
- Guided FY27 Revenue ₹380-400 Cr → On track with Q1 ₹87.62 Cr run-rate (= BEAT)
- Guided ₹130 Cr Capex → Work started and layout approved (= BEAT)
- Guided 60% Export contribution → Maintained focus on regulated markets (= BEAT)
Partly delivered
- Guided positive cash flow by FY27 → Inventory liquidation started but not yet positive (= PARTIAL)
Missed
- Guided EBITDA margins 25-30% → Delivered 17% in Q1 (= MISS)
- Guided PAT ₹45-60 Cr for FY27 → Q1 PAT ₹8.28 Cr implies lower run-rate (= MISS)
Investor Presentation filed with BSE, 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.
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- Call
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