• The document is a regulatory filing containing the transcript of the Q1 and FY26-27 Earnings Conference Call held on August 06, 2026, at 04:00 PM IST, hosted by ConfideLeap Partners.
  • The purpose of the event was to discuss Q1 FY27 financial results and provide strategic updates following recent acquisitions. The call was scheduled after the earnings announcement.
  • Management participants included Mr. Punit Rasadia, Chairman and Managing Director (DIN: 06696258).
  • The company confirmed that the transcript would be hosted on the company's website at https://www.anlon.in/reports.php?subid=15&name=Investor-Meet.
  • The disclosure includes standard compliance language noting that the conference may contain forward-looking statements based on the company's beliefs and expectations as of the call date, which do not guarantee future performance and involve risks and uncertainties.

Financial Highlights Discussed:

  • Q1 FY27 Consolidated Performance: Total income stood at ₹87.62 crore (vs. ₹33.31 crore in Q1 FY26), EBITDA at ₹15.65 crore (vs. ₹6.26 crore), and Profit After Tax at ₹8.28 crore (vs. ₹3.55 crore).
  • EBITDA Margin Context: Margin moderated to ~17% primarily due to a sharp increase in raw material prices (e.g., methanol increased from ₹22 to ₹58-60) due to geopolitical situations and consolidation of Remember India Health links, which is in an investment phase.
  • Revenue Guidance: FY27 revenue expected between ₹350-400 crore. FY28 revenue projected at ~₹700 crore driven by capacity expansion.
  • Margin Outlook: EBITDA margins expected to gradually recover and stabilize in the 25-30% range during Q2 and Q3 FY27.
  • Segment Revenue Breakdown (Q1): Anlon standalone ~₹32 crore, Apiqo ~₹45 crore, Bizotic ~₹12 crore. Remember India not contributing yet.

Strategic Updates:

  • Acquisition of Remember India Health links: Completed on May 08, 2026 (63.98% stake acquired). Provides entry into finished dosage formulations with over 30 formulation dossiers. Expected to start revenue contribution by Q4 FY27 or FY28 after regulatory approvals (e.g., WHO-PQ expected by end of CY2026).
  • Capacity Expansion: Total installed manufacturing capacity is now 1400-1600 MTPA post-acquisitions. Anlon is undertaking a ₹130 crore expansion to add ~1200 MTPA, expected to commission by Q1 FY28.
  • Subsidiary Integration: Process underway to make Apiqo and Bizotic 100% subsidiaries via share swapping, expected completion by end of Q2 FY27.
  • New Verticals: Anlon Biologics (peptides, biosimilars) and Anlon Medicare (surgical implants) incorporated. Revenue expected from Anlon Biologics by Q4 FY28 and Anlon Medicare by Q2 FY28.
  • CDMO Projects: Three molecules in pipeline with commercial supply expected for one by Q3 FY27 and others by Q4 FY27/Q1 FY28.
  • DMF Filings: Plan to file seven new DMFs in FY27.

Additional Notes Section

  • The document is an attachment to a regulatory submission to BSE and NSE, containing the full earnings call transcript.
  • The transcript includes detailed Q&A with analysts covering margins, raw material price pass-through, capacity utilization (currently 65-70%), working capital (170-180 days receivable days expected), and PAT margin guidance (12-13% for FY27/FY28).
  • The company confirmed that no financial data beyond what was discussed in the transcript was disclosed in this announcement.