| 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
- ₹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.