Anlon Healthcare Q2 FY27 Earnings Call Transcript Released
Anlon Healthcare released its Q2/H1 FY27 earnings call transcript. For H1 FY27, revenue grew 125.9% to ₹193.17 Cr, with PAT at ₹25.46 Cr. Q2 FY27 revenue surged 102.3% YoY to ₹105.61 Cr, and PAT grew 84.4% to ₹17.18 Cr. FY27 revenue is projected at ₹380-400 Cr, and FY28 at ₹650-700 Cr. EBITDA margins are targeted between 25-27%.
The announcement details significant financial performance improvements, clear revenue projections for the next two fiscal years, and strategic expansion plans into new product categories and subsidiaries. These factors are material and are likely to influence investor perception and the company's stock performance.
The company reported strong year-on-year revenue and profit growth for Q2 and H1 FY27, exceeding previous year's full-year revenue in just the first half of FY27. The EBITDA margins are showing a sequential recovery, and the company has provided positive revenue guidance for the upcoming fiscal years. The expansion into new business segments and subsidiaries also indicates a strategic growth focus.
Anlon Healthcare Limited has released the transcript of its Q2/H1 FY27 Earnings Conference Call, which was held on November 03, 2026. The transcript is available on the company's website and has been uploaded to the stock exchange.
During the call, the management discussed the company's strategic progress, including the expansion of Apiqo Organics into industrial and fine chemicals, and the allocation of reactor capacity for backward integrated intermediates. Bizotic Lifescience is providing ready-to-operate API capacity at a second manufacturing site. Remember India, now Anlon Medicos, marks the company's entry into finished dosage formulations with capabilities in tablets and capsules, expected to operate from Q3 FY27 and target domestic retail and hospital markets. Two new subsidiaries, Anlon Biologics (for peptides, oligonucleotides, biosimilars, and biological compositions) and Anlon Medico (for surgical implants), have been incorporated, with expected first revenues in Q2 FY28 and Q4 FY28, respectively.
In terms of financial performance for H1 FY27, consolidated revenue stood at ₹193.17 crores, a growth of 125.9% over H1 FY26. EBITDA was ₹40.83 crores, up 104.7%, with margins at 21.1%. Profit after tax grew by 97.9% to ₹25.46 crores. For Q2 FY27, consolidated revenue was ₹105.61 crores (up 102.3% YoY), EBITDA was ₹25.24 crores (up 84.1%), and PAT was ₹17.18 crores (up 84.4%). The company reported a sequential improvement in EBITDA margin to 23.9% in Q2 FY27, recovering from 17.8% in the previous quarter, with a target to stabilize margins in the 25% to 30% range.
The company provided revenue guidance of ₹380-400 crores for FY27 and ₹650-700 crores for FY28. EBITDA margins are expected to be sustained between 25% to 27%. Anlon Medicos is expected to generate its first revenue in Q4 FY27. Commercial supply for one CDMO molecule is anticipated by the end of Q3 FY27 or early Q4 FY27, with two other molecules expected after H1 FY28. The greenfield expansion at Rajkot is on track for commissioning in Q1 FY28, adding approximately 1,200 metric tonne per annum capacity.
Anlon Healthcare is also planning a capital infusion of up to ₹250 crores, primarily for capex in parent and subsidiary companies, including Anlon Biologics for novel molecules. The acquisition of full ownership in Bizotic and Apiqo is expected to be completed within 8-10 days. The company is targeting positive operating cash flow by the end of FY27.
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