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Earnings Call

Anlon Technology Solutions Earnings Call: Key Takeaways

Anlon is pivotally transitioning from a service provider to a high-margin indigenous manufacturer, reporting triple-digit revenue and profit growth in H2 FY26 driven by government infrastructure mandates.

Why this was an Alfa AlertFY26 Revenue reached ₹105.92cr, representing a material YoY growth of approximately 111%, significantly exceeding standard growth expectations.
Highlights
Revenue growthExceptional 111% YoY growth to ₹105.92cr, driven by indigenous manufacturing shift.
MarginsEBITDA margins stable at 19.6% with target 500bps expansion in manufacturing.
Order bookRobust ₹110.15cr order book with a high bid pipeline of ₹500cr+.
Demand visibilityStrong visibility from airport modernization, refinery safety, and urban flooding solutions.
Management confidenceAggressive and optimistic, fueled by strong execution and government 'Make-in-India' tailwinds.

Growth

H2 revenue grew 107% YoY to ₹64.54cr; FY26 revenue reached ₹105.92cr, a 111% YoY surge with manufacturing contributing 50%.

Outlook

Order book stands at ₹110.15cr; aiming to service ₹350-400cr in project bids following a ₹50cr fundraise.

Risks

High dependence on policy-driven demand; operational strain in meeting a massive pent-up order backlog.

Source

Earnings Call filed with NSE, NSE: ANLON. Summary written with AI assistance from the document.

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Anlon Technology Solutions Ltd: key numbers

Share price
₹791.00
Market cap
₹494.8 Cr
Revenue (annual)
₹105.9 Cr
Net profit (annual)
₹13.88 Cr
P/E (TTM)
35.7×Sector 53.6×
Promoter holding
51.69%
FII holding
0.97%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Anlon Technology Solutions Ltd

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17:12 IST NSE
Annual General Meeting

Anlon Technology Solutions Annual General Meeting

Anlon Technology announced a postal ballot seeking approval for increasing authorised share capital, issuing 2:5 bonus shares, and migrating from NSE Emerge to the Main Board.

Value
₹3.00 Cr
17:08 IST NSE
Annual General Meeting

Anlon Technology Solutions Annual General Meeting

Anlon Technology Solutions Limited issued a Postal Ballot Notice to seek shareholder approval for increasing authorised capital, bonus share issuance, and NSE main board migration.

16:09 IST NSE
Bonus Issue

Anlon Technology Solutions Bonus Issue

Anlon Technology Solutions Ltd approved a 2:5 bonus issue, an increase in authorized share capital, and migration from NSE Emerge to the main board.

13:06 IST NSE
Board Meeting Date

Anlon Technology Solutions Board Meeting Date

Anlon Technology Solutions Limited has scheduled a board meeting for September 17, 2026, to discuss an increase in authorized capital and a potential bonus issue.

15:58 IST NSE
Other Announcement

Anlon Technology Solutions Other Announcement

Anlon Technology Solutions secured a Rs. 1.67 Crore track jet machine refurbishment order. Delivery is due by 31 December 2026 from a GMR group client.

Value
₹1.67 Cr
From
Confidential B2B Customer (GMR Airports Limited group – holding company)
Execution
On or before 31 December 2026
15:56 IST NSE
New Order Win

Anlon Technology Solutions Bags ₹1.67 Cr Order

Anlon Technology Solutions received a 1.67 Crore order for refurbishment of a Track Jet Machine from a confidential B2B customer. Delivery is due by 31 December 2026.

Value
₹1.67 Cr
Execution
On or before 31st December 2026