Anlon Healthcare Q2 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹1,376 Cr
- P/E
- 43.51
- ROE
- 18.36%
- Price to sales
- 8.00
- Debt to equity
- 0.19
- 52W high / low
- ₹169 / ₹13.1
- EBITDA margin
- 27.63%
- Net profit margin
- 16.91%
- Promoter holding
- 52.68%
- Sales (last year)
- ₹172 Cr
Incorporated in 2013, Anlon Healthcare Limited is a chemical manufacturing company engaged in the manufacturing of Pharma Intermediates and active pharmaceutical ingredients (APIs).[1]
Guidance scorecard · Q2 FY27 call
What Anlon Healthcare Ltd's management guided
and where it ranks in Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology
RevenueQ1 FY27 call
20–40%- FY27 revenue guidance maintained at ₹380 to ₹400 crore, with H1 expected slightly lower than H2.
- Current optimal capacity utilization is around 65-70%, with peak revenue potential from existing assets at ₹350-400 crore.
- Expansion underway at Anlon with a ₹130 crore CAPEX; capacity expected to increase by 1200 metric tonnes (from 400 to approx. 1600 metric tonnes).
- New capacity at Anlon expected to commission by Q1 FY28, aiming to drive FY28 revenue to approximately ₹700 crore.
- For FY27-28, standalone Anlon sales expected to remain around ₹180 crore, as it is operating near peak capacity.
- Growth also supported by subsidiaries Apiqo and BizoƟc, both profitable with increasing capacities and business opportunities.
- New product launches planned in peptides and pain management (cosmetic peptides and ointments) with production starting by FY28.
2 more points from Anlon Healthcare Ltd's call on revenue
Create a free account to keep reading this call
MarginsQ1 FY27 call
FlatSee what Anlon Healthcare Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Current CAPEX for expansion is around ₹130 crore focused on Anlon's standalone capacity expansion.
- The expansion will increase Anlon's capacity by approximately 1,200 metric tons (from current 400 to 1,600 metric tons).
- Construction and statutory approvals are underway, with expected commissioning by Q1 FY28 (subject to regulatory timelines).
- Debt financing of around ₹70 crore is planned for this CAPEX, with the remainder funded internally.
- Anlon Biologics subsidiary is being established for peptides and biologics manufacturing, with operations expected to start generating revenue by FY28 Q4.
- Anlon Medicare, focusing on surgical implants for trauma and orthopedic applications, is expected to generate revenue from FY28 Q2.
2 more points from Anlon Healthcare Ltd's call on capex
Create a free account to keep reading this call
FundraisingQ1 FY27 call
PlannedSee what Anlon Healthcare Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
- It is indicated that the company has long-term relationships with 10 to 15 key B2B customers.
- Pricing and payments are based on these long-term contracts, with payment terms generally around 90 days but actual receipts sometimes extending to 130-135 days.
- The company is focusing on strict payment terms and not working with customers who delay payments to improve receivables.
2 more points from Anlon Healthcare Ltd's call on the order book
Create a free account to keep reading this call
Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Pharmaceuticals & Biotechnology companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹556 Cr | 22.1 | |
| 2 | 40%+ | Up 0–2% | ₹215 Cr | 22.2 | |
| 3 | 40%+ | Flat | ₹16,144 Cr | — | |
| 4 | 40%+ | Flat | ₹6,072 Cr | 48.0 | |
| 5 | 40%+ | Flat | ₹40 Cr | — | |
| 6 | 20–40% | Up 2%+ | ₹50,220 Cr | 43.8 |
Sign up free to see every company in the sector ranking and track Anlon Healthcare Ltd.
Pro shows every company guiding 40%+ revenue growth →Full Pharmaceuticals & Biotechnology rankingFinancials of Anlon Healthcare Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Anlon Healthcare Ltd
Shareholding breakup across reporting periods.
| Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|
| Promoters + | 52.68% | 52.68% | 52.68% | 52.68% | 52.68% |
| FIIs + | 0.00% | 0.23% | 0.32% | 1.67% | 0.99% |
| DIIs + | 2.83% | 4.49% | 4.60% | 1.23% | 0.30% |
| Public + | 44.49% | 42.60% | 42.40% | 44.43% | 46.02% |
| No. of Shareholders | 12,464 | 11,412 | 12,484 | 34,671 | 81,356 |
Pros & Cons
Anlon Healthcare Ltd
Key positives and risks surfaced from the company insights section.
- Though the company is reporting repeated profits, it is not paying out dividend
- Company might be capitalizing the interest cost
- Company has high debtors of 220 days.
- Though the company is reporting repeated profits, it is not paying out dividend
- Company might be capitalizing the interest cost
- Company has high debtors of 220 days.
Financials of Anlon Healthcare Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|
| Sales + | 49 | 33 | 52 | 36 | 51 | 88 | 106 |
| Expenses + | 32 | 27 | 38 | 23 | 36 | 72 | 80 |
| Operating Profit | 17 | 6 | 14 | 12 | 15 | 16 | 25 |
| OPM % | 35% | 19% | 26% | 35% | 30% | 18% | 24% |
| Other Income + | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest | 1 | 1 | 1 | 2 | 1 | 1 | 1 |
| Depreciation | 1 | 0 | 0 | 0 | 0 | 1 | 1 |
| Profit before tax | 15 | 5 | 12 | 11 | 14 | 14 | 23 |
| Tax % | -7% | 29% | 25% | 51% | 23% | 39% | 27% |
| Net Profit + | 17 | 4 | 9 | 5 | 11 | 8 | 17 |
| EPS in Rs | 0.42 | 0.09 | 0.18 | 0.10 | 0.20 | 0.13 | 0.25 |
Financials of Anlon Healthcare Ltd
Profit & Loss
Annual income statement trend
| Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|
| Sales + | 120 | 172 | 280 |
| Expenses + | 88 | 124 | 211 |
| Operating Profit | 32 | 48 | 68 |
| OPM % | 27% | 28% | 24% |
| Other Income + | 0 | 0 | 0 |
| Interest | 4 | 4 | 4 |
| Depreciation | 2 | 2 | 3 |
| Profit before tax | 27 | 43 | 62 |
| Tax % | 24% | 32% | |
| Net Profit + | 21 | 29 | 42 |
| EPS in Rs | 0.51 | 0.54 | 0.68 |
| Dividend Payout % | 0% | 0% |
Financials of Anlon Healthcare Ltd
Balance Sheet
Capital structure and asset base
| Mar 2025 | Mar 2026 | Sep 2026 | |
|---|---|---|---|
| Equity Capital | 40 | 53 | 106 |
| Reserves | 41 | 177 | 151 |
| Borrowings + | 67 | 44 | 72 |
| Other Liabilities + | 34 | 100 | 123 |
| Total Liabilities | 181 | 374 | 453 |
| Fixed Assets + | 23 | 58 | 79 |
| CWIP | 0 | 0 | 1 |
| Investments | 1 | 1 | 1 |
| Other Assets + | 158 | 315 | 371 |
| Total Assets | 181 | 374 | 453 |
Financials of Anlon Healthcare Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2025 | Mar 2026 | |
|---|---|---|
| Cash from Operating Activity + | -22 | -59 |
| Cash from Investing Activity + | 2 | -36 |
| Cash from Financing Activity + | 19 | 118 |
| Net Cash Flow | -1 | 23 |
| Free Cash Flow | -19 | -95 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | -85% | -114% |
Financials of Anlon Healthcare Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2025 | Mar 2026 | |
|---|---|---|
| Debtor Days | 228 | 220 |
| Inventory Days | 246 | 393 |
| Days Payable | 96 | 147 |
| Cash Conversion Cycle | 377 | 467 |
| Working Capital Days | 292 | 417 |
| ROCE % | 21% |
Guidance history
How Anlon Healthcare Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Flat | Planned | Planned | — |
| Q4 FY26 call → | 20–40% | Flat | Planned | Planned | Rising |
| Q3 FY26 call → | 20–40% | Flat | Planned | Planned | Rising |
| Q2 FY26 call → | 20–40% | Flat | Planned | None planned | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
48 out of 100 — Steady
Over the past year its share price has moved roughly in the middle of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | +116.9% | 95% |
| Last 6 months | +89.2% | 96% |
| Last 3 months | +82.3% | 99% |
The price is 26.2% below its all-time high of ₹36.39 (29 Sept 2026). Stocks more than 20% below their peak have their score halved, so 96 became 48.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Anlon Healthcare Ltd: 0.4 × 95 + 0.4 × 96 + 0.2 × 99 = 96, halved to 48 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 16 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Anlon Healthcare Ltd's management said in earlier quarters
Others in Pharmaceuticals & Biotechnology this season
- Accretion Pharmaceuticals Ltd (Q2 FY27)
25.85% increase) . Key results statement takeaways from Accretion Pharmaceuticals Ltd's Q2 FY27 results statement — and how it ranks against sector peers.
- Sigachi Industries Ltd (Q2 FY27)
Year-on-Year (YoY) Revenue Growth: 18.09% (Q2 FY27 vs Q2 FY26) . Key investor presentation takeaways from Sigachi Industries Ltd's Q2 FY27 investor presentation
- Advanced Enzyme Technologies Ltd (Q2 FY27)
Q2 FY27 revenue from operations: ₹2,145 million, up 16% YoY from ₹1,845 million in Q2 FY26 (Page 13, 5). Key investor presentation takeaways from Advanced Enzym
- IOL Chemicals (Q2 FY27)
Q2 FY27 revenue from operations: ₹795.0 Cr, a 40.1% year-on-year (YoY) increase from ₹567.5 Cr in Q2 FY26 (Page 7). Key investor presentation takeaways from IOL