| Revenue growth | H1 revenue +125.9% YoY; Q2 +102.3% |
|---|---|
| Margins | EBITDA margin Q2 23.9% vs 26.3%; H1 21.1% vs 23.3% |
| Demand visibility | Structural NSAID and API outsourcing demand; not quantified |
Growth
H1 FY27 revenue +125.9%, EBITDA +104.7%, PAT +97.9% YoY. Organic vs acquired split not disclosed.
Outlook
Eight clean lines (~1,200 MTPA) commissioning Q1 FY28; 3-5 DMF filings and 7 new APIs in FY27. No explicit growth % guidance.
Risks
EBITDA margin fell to 23.9% in Q2 (26.3% prior) and 21.1% in H1 (23.3%). Acquisition-led growth and capacity ramp execution risk.
Last quarter's promises, checked
Delivered
- Q2 EBITDA margin better than Q1 (~17%) → 23.9% (= BEAT)
- FY27 PAT margin 12-13% → H1 PAT ₹25.5 Cr on ₹193.2 Cr ≈13.2% (= BEAT)
Partly delivered
- FY27 revenue ₹350-400 Cr → H1 ₹193.2 Cr, H2 unresolved (= PARTIAL)
- ~1,200 MTPA capacity by Q1 FY28 → reaffirmed, not yet due (= PARTIAL)
Missed
- Q2 EBITDA margin 25-30% → 23.9% (= MISS)
- 7 new DMF filings in FY27 → 3-5 DMF filings (= MISS)
- FY27 EBITDA margin 25-27% → H1 21.1% (= MISS)
Investor Presentation filed with NSE, NSE: AHCL. Summary written with AI assistance from the document.
Anlon Healthcare Ltd: key numbers
- Share price
- ₹25.89
- Market cap
- ₹137.6 Cr
- Revenue (annual)
- ₹172.0 Cr
- Net profit (annual)
- ₹28.51 Cr
- P/E (TTM)
- 3.9×Sector 45.9×
- 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 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.
Anlon Healthcare Fund Raise of ₹250 Cr
Anlon Healthcare approved a preferential issue of convertible warrants for up to Rs. 250 Crore to raise funds for the company.
- Value
- ₹250.0 Cr
Anlon Healthcare Board Meeting Date
Anlon Healthcare Ltd scheduled a board meeting for October 13, 2026, to deliberate on business expansion plans and potential fund-raising.