Anlon Healthcare Q2 FY27 results: net profit ₹17.18 crore

How did Anlon Healthcare perform in Q2 FY27?

Anlon Healthcare reported consolidated revenue of ₹105.61 crore for Q2 FY27, compared with ₹87.56 crore in Q1 FY27. EBITDA rose to ₹25.24 crore from ₹15.59 crore, while the EBITDA margin increased to 23.9% from 17.8%. Revenue was higher by 20.6% and EBITDA by 61.9% sequentially; total expenses rose 11.1% to ₹82.18 crore.

Consolidated profit before tax rose to ₹23.47 crore from ₹13.66 crore in Q1 FY27, while net profit increased to ₹17.18 crore from ₹8.28 crore. Net profit attributable to owners was ₹13.37 crore and basic EPS was ₹0.32, compared with ₹0.16 in the previous quarter. On a standalone basis, revenue was ₹60.45 crore and profit after tax was ₹8.05 crore, with basic EPS of ₹0.15.

What do the balance sheet and cash flow show?

At 30 September 2026, consolidated total assets were ₹452.72 crore, compared with ₹373.97 crore at 31 March 2026. Total equity rose to ₹295.56 crore from ₹254.79 crore, while borrowings increased to ₹72.29 crore from ₹43.65 crore and cash and cash equivalents rose to ₹7.26 crore from ₹4.37 crore. Inventories were ₹120.21 crore, trade receivables ₹142.75 crore and trade payables ₹30.76 crore.

For H1 FY27, consolidated operating cash flow was negative ₹7.94 crore, investing cash flow was negative ₹28.52 crore and financing cash flow was positive ₹39.36 crore. Capital expenditure was ₹27.99 crore. A comparable year-earlier cash-flow figure was not provided.

What else did the company announce?

The board approved the unaudited standalone and consolidated financial results for the quarter and half year ended 30 September 2026, together with the auditors’ limited review report. In a same-day filing, the company said it had received in-principle approval from NSE and BSE for the proposed issuance of 8.05 million equity shares of ₹2 each under a preferential share swap. No dividend or appointment was disclosed in the cited filings.

What did Anlon Healthcare's management say?

Management said the first CDMO commercial supply had slipped 1–2 months to late Q3 or early Q4 FY27, while the remaining two molecules were in validation. It also said a capital raise of up to INR250 crores for group capital expenditure was targeted for finalisation by November. Management identified elevated raw-material prices, pricing and global conditions, possible regulatory or hearing delays for the Rajkot expansion, delayed Anlon Medicos re-registration and the time needed for CDMO market adoption as risks.

Punitkumar Rasadia, Chairman and Managing Director, said, “Our EBITDA margin for Q2 FY27 recovered to 23.9%, an improvement of over 600 basis points sequentially.” He also said, “we are expecting between INR650 crores to INR700 crores in FY28.”

How did Anlon Healthcare shares react?

The results were announced after market hours on 29 October 2026. The stock was unchanged at 5 minutes and 15 minutes after the filing, then fell 3.3% at 30 minutes. It closed the reaction day 2.9% above its pre-results close of ₹25.22, compared with a 0.8% decline for the Pharmaceuticals industry median.

How did other Pharmaceuticals companies do?

Among 78 Pharmaceuticals companies compared for the quarter, the median revenue growth was 18.9%, compared with Anlon Healthcare’s revenue growth of 20.6% from Q1 FY27. Of the peers with comparable revenue-growth data, peers_growing_slower_than_company was 41 and peers_growing_faster_than_company was 36. Among the 74 peers with comparable profit data, 50 reported higher profit.