• Event Type: Q4 and FY26 Earnings Conference Call hosted by Confideleap Partners
  • Event Date/Time: June 03, 2026 at 04:00 PM IST
  • Purpose: Discussion of quarterly results and strategic update
  • Management Participants: Mr. Punit Rasadia, Chairman and Managing Director
  • Presentation Availability: The transcript will be hosted on the Company's website at https://www.anlon.in/reports.php?subid=15&name=Investor-Meet
  • Financial Period Discussed: Q4 FY26 and Full Year FY26 (April 2025-March 2026)
  • Compliance Statement: The document states this is a regulatory filing pursuant to Regulation 30 of SEBI-LODR Regulations, 2015

Financial Highlights:

  • FY26 Consolidated Total Income: INR 172.22 crore (42.98% YoY growth from INR 120.46 crore in FY25)
  • FY26 EBITDA: INR 47.77 crore (47.55% YoY growth)
  • FY26 PAT: INR 29.09 crore (41.77% YoY growth)
  • Q4 FY26 Total Income: INR 50.90 crore (vs INR 48.97 crore in Q4 FY25)
  • Q4 FY26 PBT: INR 14.44 crore (vs INR 15.49 crore in Q4 FY25)
  • Q4 FY26 PAT: INR 11.07 crore (vs INR 16.65 crore in Q4 FY25)

Strategic Updates:

  • Capacity utilization at approximately 62% on consolidated basis
  • Presence across 15 countries with 21 DMF filings
  • Completed acquisitions of Apiqo Organics Private Limited (backward integration) and Bizotic Life Science (capacity expansion)
  • Combined installed capacity expanded to 1400-1600 metric tons per annum
  • Developing three molecules for two global innovators (CDMO opportunities)
  • Diversification into industrial and fine chemical segment

Forward-Looking Guidance:

  • FY27 Revenue Target: INR 380-400 crore
  • FY28 Revenue Target: INR 700-800 crore
  • EBITDA Margin Guidance: 25-30% range
  • Plan to launch 7 new APIs in FY27
  • File 3-5 additional DMFs in FY27
  • Expected positive cash flow by end of FY27
  • Capex Plan: INR 130 crore for new expansion (50-60% funded by term loan)
  • Peak revenue potential of current capacity: INR 450-500 crore

Operational Metrics:

  • Receivable days: 130-140 days on average
  • Inventory: Maintaining 3 months inventory
  • Working capital requirement expected to increase with growth

Additional Notes Section

  • The document includes the full transcript of the earnings conference call with detailed Q&A session
  • Multiple analysts participated including Disha, Paras Chheda, Ashish Parikh, Bhavesh Patel, and others
  • Management addressed questions on margin pressures, acquisition integration, capacity utilization, and growth strategy
  • The filing was digitally signed by Punitkumar Rameshbhai Rasadia, Managing Director