Anlon Technology Solutions Limited — PPTs, 16-05-2025: Investor Presentation

1. Financial Highlights:

Revenue increased 58% YoY to ₹31.59 Cr in H2FY25 and ₹50.84 Cr for FY25, supported by a broader product range and higher direct sales. EBITDA margin rose to 19.98% (H2FY25) and 20.16% (FY25) due to cost efficiencies and operational scaling. PAT grew 71% YoY to ₹3.94 Cr in H2FY25 and ₹6.49 Cr for FY25, with EPS reaching ₹6.3 for H2FY25. The asset base expanded notably, with property, plant & equipment jumping from ₹4 Cr to ₹17 Cr, alongside growth in reserves, inventory, and trade receivables reflecting heightened production and sales.

2. Strategic Initiatives & Growth Drivers:

Launched CleAnJet, India’s first Make In India runway rubber and paint removal machine, targeting expanding airport infrastructure. Backward integration with Tier-2/3 suppliers and focus on indigenization are lowering costs and improving delivery timelines. Investments in modular production and ERP integration are boosting flexibility, demand forecasting, and operational cycles.

3. Business Developments:

Forged new distribution deals with Bridgehill AS, LION Protects, and Graco India, expanding safety and airport infrastructure product offerings. Enhanced remanufacturing capabilities for airport rescue vehicles support sustainability and reduce client CapEx.

4. Market Position & Competitive Advantage:

Exclusive partnerships with Rosenbauer and Bucher reinforce leadership in airport firefighting and maintenance equipment. Strong reputation and specialized focus create high entry barriers, positioning the company as a preferred bidder amid India’s airport modernization.

5. Investor Implications:

Robust revenue and margin growth, along with innovation and service expansion, highlight positive growth potential. Backward integration and tech upgrades mitigate execution risks and aid scalability. Key factors to watch include orderbook conversion and expansion into new markets for sustained value creation.