Anlon Healthcare
Anlon Healthcare Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue guidance is between INR 380 to 400 crore with existing customer orders and confirmations. FY27 revenue guidance: INR 380 to 400 crore; FY28 expected revenue: INR 700 to 800 crore.
From Anlon Healthcare's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- FY27 revenue guidance is between INR 380 to 400 crore with existing customer orders and confirmations.
- FY28 revenue expected to reach INR 700 to 800 crore, driven by organic expansion and new product commercialization.
- Peak revenue from current consolidated capacity (1400-1600 MT) estimated around INR 450 to 500 crore considering price increases.
- Standalone Anlon Healthcare with expansion aims for INR 400 to 450 crore peak revenue.
- Capacity utilization expected to increase from current ~62-65% to around 80-85% in FY27 and 50-60% in FY28 for new facilities.
- Revenue growth supported by launching 7 new APIs in FY27 and filing 3-5 additional DMFs to deepen regulated market penetration.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Anlon Healthcare said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company announced a standalone capex of approximately ₹130 crore, with construction expected to start soon and commercial production targeted by Q1 FY28.
- Funding for this capex will be around ₹65-70 crore through a term loan, approximately 50-60% of the capex, with the remaining funded from internal accruals and expected working capital inflows over the next 4-6 months.
- Additional working capital will be required to support growth to ₹400 crore topline and potential acquisitions.
2 more points management made on capital expenditure plans
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
See what Anlon Healthcare said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current clear visibility of order book is around INR 280 to 300 crore for the whole year on a consolidated basis.
- The company expects to add an additional INR 80 to 90 crore business during the year based on product demand.
- Total expected revenue target for FY27 is between INR 380 to 400 crore.
- CDMO projects: One molecule is in validation stage with commercial supply expected by Q3 FY27.
2 more points management made on order book & pipeline
Anlon Healthcare — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹36 Cr, net profit ₹5 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Anlon Healthcare's management said in earlier quarters
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Frequently Asked Questions
What were Anlon Healthcare Q4 FY26 results?
FY27 revenue guidance is between INR 380 to 400 crore with existing customer orders and confirmations. FY27 revenue guidance: INR 380 to 400 crore; FY28 expected revenue: INR 700 to 800 crore.
What is Anlon Healthcare share price analysis?
Anlon Healthcare currently shows a neutral. The stock trades at a P/E of 38.5 with a market cap of ₹1,217 Cr. Investors should review the full earnings analysis for detailed insights.
Is Anlon Healthcare planning capital expenditure?
The company announced a standalone capex of approximately ₹130 crore, with construction expected to start soon and commercial production targeted by Q1 FY28.
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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.