Anlon Healthcare Limited — Investor Meet, 09-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Anlon Healthcare conducted an earnings conference call to discuss Q4 and FY26 financial performance. Key financial highlights include a 42.98% YoY increase in FY26 revenue to ₹172.22 crore, with EBITDA up 47.55% to ₹47.77 crore and PAT growing 41.77% to ₹29.09 crore. For Q4 FY26, revenue was ₹50.90 crore.

Management highlighted FY26 as a milestone year, strengthening the manufacturing platform and regulatory capabilities. The company is expanding its API and intermediate portfolio, with a focus on regulated markets and 21 DMF filings. Acquisitions of Apiqo Organics and Bizotic Life Science have expanded capacity to 1400-1600 MTPA.

Looking ahead, Anlon aims to launch seven new APIs in FY27 and file 3-5 additional DMFs. The company expects a 30% revenue CAGR over the next three years, targeting 25-30% EBITDA margins. Revenue guidance for FY27 is ₹380-400 crore, and for FY28, it's ₹700-800 crore. The company anticipates turning cash flow positive by the end of FY27. Management expressed confidence in future growth driven by capacity expansion, new product launches, and CDMO opportunities.