Anlon Healthcare Limited has informed the Exchange about Transcript
AHCL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Anlon Healthcare reported Q3 FY26 total income of ₹35.78 crore, up sharply from ₹9.38 crore YoY, driven by higher API and intermediate volumes; EBITDA stood at ₹12.54 crore with margins of 35.06% and PAT at ₹5.15 crore versus a loss in the year-ago quarter. For 9M FY26, total income rose to ₹121.32 crore (vs ₹71.49 crore), EBITDA to ₹32.56 crore at 26.84% margins, and PAT to ₹18.02 crore. Management reaffirmed FY26 revenue guidance of ₹190-200 crore and FY27 guidance of ₹370-380 crore, targeting ~30% revenue CAGR over 3 years with consolidated EBITDA margins of 30-33%. Growth is underpinned by the completed Apiqo Organic acquisition, the proposed Bizotic Life Science acquisition (expected within 3 months), and a ₹100-120 crore greenfield CapEx adding 1200-1300 MTPA capacity. Order book stands at ₹180-190 crore for Anlon and ₹125-130 crore for Apiqo, with next-year capacity already fully booked.
Clear growth roadmap, sustained 35% margins at the parent level, and confirmed order pipeline should support stock sentiment. However, debt-funded CapEx of ₹100-120 crore, minority interests in Apiqo/Bizotic until they become 100% subsidiaries, and seasonal Q1 softness after Q4 may temper near-term upside.