Anlon Healthcare Ltd
Anlon Healthcare Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #32 of 84 in Pharmaceuticals & Biotechnology
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The short version
The company targets approximately 30% CAGR in revenue over the next 2-3 years. EBITDA margins are sustainable at 30-35%, with Anlon targeting around 35% and Apiqo around 30%; Bizotic expected to have similar margins (30-35% EBITDA) (Page 16, 7).
From Anlon Healthcare Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets approximately 30% CAGR in revenue over the next 2-3 years.
- Revenue guidance for FY27 is INR 370-380 crore, considered a conservative estimate.
- By FY28, expected revenue is around INR 650-700 crore, potentially reaching up to INR 750 crore with expansions.
- Current capacity utilization is high (Anlon ~90%, Apiqo ~80%), prompting organic and greenfield expansions.
- Greenfield expansion at Anlon aims to triple capacity to around 1200-1300 metric tons annually, planned to go online by March 2027.
- Apiqo is also expanding by about 500-600 metric tons annually.
- Bizotic margins expected between 30-35% EBITDA; utilized around 50-55%, with potential for growth.
2 more points from Anlon Healthcare Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Organic greenfield expansion planned for Anlon with CapEx of around INR 100-120 crore, targeting 1200-1300 metric tons per annum capacity, expected completion by March 2027; expansion execution to start April 2026.
- Apiqo also planning organic expansion with a similar scale, around 500-600 metric tons per annum capacity.
- Funding for CapEx: INR 40-50 crore from internal cash flow, remainder INR 50-60 crore via bank loans; peak debt-to-equity expected around 0.5-0.55.
- No major organic expansion currently planned for Bizotic.
- Strategic acquisitions: Apiqo and Bizotic to become 100% subsidiaries of Anlon, planned via share swap to avoid cash outflow.
2 more points from Anlon Healthcare Ltd's call on capex
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Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book for the remaining 1.5 quarters is around INR 30 Crores.
- For next financial year, the existing plant's capacity is fully booked with an order book of approximately INR 180-190 Crores.
- Apiqo Organics has a confirmed order book of around INR 125-130 Crores for the next year.
2 more points from Anlon Healthcare Ltd's call on order book
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Anlon Healthcare Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹106 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Anlon Healthcare Ltd's management said in earlier quarters
Others in Pharmaceuticals & Biotechnology this season
- Natural Capsules Ltd (Q3 FY26)
Q3FY26 revenue from operations: ₹37.75 crore . Key investor presentation takeaways from Natural Capsules Ltd's Q3 FY26 investor presentation — and how it ranks
- Wanbury (Q3 FY26)
Q3FY26 Revenue from Operations: ₹162.45 Crore . Key investor presentation takeaways from Wanbury Ltd's Q3 FY26 investor presentation — and how it ranks against
- Gujarat Themis Biosyn Ltd (Q3 FY26)
43.37 crore, up 9.74% YoY from Rs. Key investor presentation takeaways from Gujarat Themis Biosyn Ltd's Q3 FY26 investor presentation — and how it ranks against
- Balaxi Pharmaceuticals Ltd (Q3 FY26)
Q3 FY26 revenue: ₹72.54 crore, down marginally by 1% YoY from ₹73.29 crore in Q3 FY25 (Page 19). Key investor presentation takeaways from Balaxi Pharma's Q3 FY2
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Anlon Healthcare Ltd Q3 FY26 results?
The company targets approximately 30% CAGR in revenue over the next 2-3 years. EBITDA margins are sustainable at 30-35%, with Anlon targeting around 35% and Apiqo around 30%; Bizotic expected to have similar margins (30-35% EBITDA) (Page 16, 7).
What is Anlon Healthcare Ltd share price analysis?
Anlon Healthcare Ltd currently shows a neutral. The stock trades at a P/E of 24.4 with a market cap of ₹770 Cr. Investors should review the full earnings analysis for detailed insights.
Is Anlon Healthcare Ltd planning capital expenditure?
Organic greenfield expansion planned for Anlon with CapEx of around INR 100-120 crore, targeting 1200-1300 metric tons per annum capacity, expected completion by March 2027; expansion execution to start April 2026.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.