Anlon Healthcare Limited — PPTs, 03-06-2026: Investor Presentation

Anlon Healthcare reported strong annual performance for FY26: Revenue grew to ₹171.97 Cr from ₹120.29 Cr in FY25, and Profit After Tax (PAT) increased to ₹29.09 Cr from ₹20.52 Cr. APIs were the main driver, contributing 71.24% of FY26 revenue. However, Q4FY26 saw a modest revenue rise to ₹50.89 Cr, but PAT declined to ₹11.07 Cr from ₹16.65 Cr YoY, with EPS also decreasing to ₹2.33 from ₹5.15.

Strategic moves include acquiring Apiqo Organics (completed) and Bizotic Lifescience (SPA executed), expanding manufacturing to 1,400-1,600 MTPA. This boosts backward integration and capacity. The company is diversifying into Industrial & Fine Chemicals, alongside new ventures in battery recycling, electronics repair, and e-waste management.

Management targets ~30% revenue CAGR over the next three years, aiming for sustainable 25-30% EBITDA margins. Plans include launching 7 new APIs and filing 3-5 DMFs in FY26-27.