Anlon Healthcare Limited · NSE:AHCL
Anlon Healthcare — Q2 FY27 Earnings Presentation
39 slides from Anlon Healthcare's earnings presentation, Oct 30, 2026
Slide 1: Stock exchange cover letter for investor presentation
October 30, 2026 To, To, Listing Department, The National Stock Exchange of India BSE Limited Ltd. Phiroze Jeejeebhoy Towers, The Listing Department Dalal Street, Exchange Plaza, Mumbai – 400 001 Bandra – Kurla Complex, Ref: BSE Scrip Code: 544497 Mumbai – 400051, NSE Scrip Code: AHCL Subject: Inves
Slide 2: Anlon Healthcare Ltd: Building a Stronger, Smarter Complete Pharma Value Chain
Anlon Healthcare Ltd Building a Stronger, Smarter Complete Pharma Value Chain Investor Presentation September 2026 1
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Anlon Healthcare Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secur
Slide 4: Company Overview
Company Overview
Slide 5: Anlon at a Glance
Anlon at a Glance 65 commercialised products 4 dedicated R&D laboratories 49 under lab testing 28 in pilot stage 11 fume cupboards 105+ Workforce Strength 21 DMF’s Filed Globally 125+ Customers Served till date 5–7 expected to commercialise - FY27 40+ Countries Global Presence 3 CDMO Molecules 5 gro
Slide 6: Business Overview
Business Overview • Established in 2013, Anlon Healthcare is a pharmaceutical company engaged in the manufacturing of APIs and pharmaceutical intermediates. • Anlon has built a strong presence in niche and specialty APIs, particularly NSAIDs, with its products serving diverse applications across pha
Slide 7: Product Portfolio & Core APIs
Product Portfolio & Core APIs A portfolio of 142 APIs and pharmaceutical intermediates, led by a core NSAID franchise in propionic-acid (profen) chemistry, serving pharmaceutical, nutraceutical, veterinary and personal care applications 49 28 65 Products under lab testing Products in pilot stage Com
Slide 8: Domestic Roots, Global Reach
Domestic Roots, Global Reach Global Presence India Presence Anlon Medicare Russia Canada UK Denmark Poland Germany Ukraine Slovakia Switzerland Moldova Croatia Romania USA Italy Albania Armenia Spain Turkey South Korea Lebanon China Japan Iraq Israel Pakistan Taiwan Mexico UAE Saudi Arabia Hong Kong
Slide 9: Manufacturing Capability & Capacity
Manufacturing Capability & Capacity 5,059 sq m facility with direct NH-27 connectivity 4 dedicated R&D laboratories with 11 fume cupboards Zero liquid discharge facility 400 MTPA Anlon installed capacity 1900-2000 MTPA Total group capacity ~1,200 MTPA Anlon upcoming capacity ~500 MTPA Group upcoming
Slide 10: Glimpse of Our Acquisitions
Glimpse of Our Acquisitions Strong Fit with Service Capability Strategic Tablets, Finished B2B APIs, Upcoming Pharma Lower Input Costs, Anlon’s across Domestic Manufacturing Capsules & Other Pharmaceutical Domestic Retail & ~500–600 MTPA Intermediates & Supply Security & R&D Pipeline API Markets Fac
Slide 11: Our Subsidiaries
Our Subsidiaries Apiqo Organics Opens an industrial and fine chemicals vertical as a new revenue stream outside pharmaceuticals, while securing key starting materials and Operational Industrial & Fine Chemicals solvents that improve cost competitiveness. Website: apiqoorganics.com Bizotic Lifescienc
Slide 12: Building a Legacy of Growth
Building a Legacy of Growth Building an integrated pharma platform through backward integration, capacity expansion, formulation capabilities, and CDMO strength in regulated markets 2026 2025 2024 Acquisitions: 2021 Apiqo Organics, Got listed on Bizotic Lifescience, 2019 Received Drug BSE & NSE Anlo
Slide 13: Global Compliances
Global Compliances EUROPE BRAZIL JAPAN European Directorate for the Quality Foreign Manufacturer Accreditation Brazilian Health Regulatory Agency of Medicines & HealthCare. and regulatory approvals. USA KOREA WHO - GMP Regulatory compliance for Regulatory compliance for Good Manufacturing Practice c
Slide 14: Customers
Customers Supplying APIs and pharmaceutical intermediates to established pharmaceutical companies across regulated and emerging markets 125+ Customers served to date 40+ Countries Long-standing supply relationships, built on audited manufacturing quality and DMF-backed regulatory compliance across m
Slide 15: Board of Directors
Board of Directors Mr. PUNIT RASADIA Mr. MEET VACHHANI Ms. MAMATA RASADIA Chairman & MD Whole-time Director Director Holds a Master's degree in Industrial Chemistry Founding Promoter associated with the Promoter of the Company, she holds a Master's from Sir P. P. Institute of Science, Bhavnagar, Com
Slide 16: Key Managerial Personnel
Key Managerial Personnel Mr. PUNIT RASADIA Mr. MEET VACHHANI Mr. NAIMISH BHATT Ms. AMITA PRAGADA Chairman & MD Whole-time Director Chief Financial Officer Company Secretary Holds a Master's degree in Founding Promoter associated Brings over 18 years of experience Company Secretary & Compliance Indus
Slide 17: Industry Overview
Industry Overview
Slide 18: Global Industry Opportunity
Global Industry Opportunity GLOBAL API MARKET GLOBAL PHARMA CDMO GLOBAL NSAIDS MARKET ASIA-PACIFIC CDMO USD 198 Bn USD 174 Bn USD 43.68 Bn USD 117 Bn by 2030, from USD 144 Bn in 2025 market size, growing at by 2034, from USD 23.8 Bn in by 2030, from USD 78 Bn in 2025 2025 - 6.6% CAGR 7.1% CAGR 2025
Slide 19: India Industry Opportunity
India Industry Opportunity INDIA PHARMA MARKET PHARMA EXPORTS, FY25 INDIA API MARKET INDIA CRDMO INDUSTRY USD 130 Bn USD 30.5 Bn USD 22 Bn USD 14 Bn by 2030, from USD 60 Bn in FY26 across 191 countries; 7% CAGR by 2030, from USD 14.8 Bn in by 2028, roughly double the More than 2x growth over FY15–FY
Slide 20: The Structural Demand Pool Behind Anlon's Core APIs
The Structural Demand Pool Behind Anlon's Core APIs 595 Mn 619 Mn 1.71 Bn people living with osteoarthritis prevalent low back pain cases - people with globally (7.6% of world population); the single largest contributor to musculoskeletal cases up 132% since 1990 global years lived with disability c
Slide 21: Molecule-Level Addressable Market for Anlon's Core Portfolio
Molecule-Level Addressable Market for Anlon's Core Portfolio Anlon does not compete across the whole NSAID basket - it competes in four specific, registered molecule chains. Each has its own market size, growth rate and supplier set. Molecule chain Anlon's position in the chain Market size and outlo
Slide 22: Loxoprofen: A High-Barrier Market Position
Loxoprofen: A High-Barrier Market Position most prescribed NSAID in Japan in real- global loxoprofen market growth in loxoprofen sodium #1 world prescription data - the deepest single-country pool for the molecule USD 3.1 Bn by 2034, from USD 1.8 Bn in 2025, at a 6.2% CAGR >6% p.a. API demand, aided
Slide 23: China+1 and the Outsourcing Pull Into Indian API Capacity
China+1 and the Outsourcing Pull Into Indian API Capacity India's structural position Policy tailwind Outsourcing pull ▪ Third-largest API producer globally with about ▪ PLI scheme for bulk drugs, KSMs and drug ▪ India's CDMO market to grow from USD 23.0 Bn 8% of world supply and over 500 APIs inter
Slide 24: Strategic Overview
Strategic Overview
Slide 25: The Parent Business: Anlon Healthcare Limited
The Parent Business: Anlon Healthcare Limited Regulatory - DMF Portfolio CDMO - Custom Manufacturing Loxoprofen Gel 21 DMFs filed with global authorities Three molecules for two global innovators Topical formulation for the Indian market 3-5 new filings in FY27 Molecule 1 - in validation Regulatory
Slide 26: Expanding Capacity & Capability Through Acquisition
Expanding Capacity & Capability Through Acquisition Apiqo Organics Bizotic Lifescience Anlon Medicos Industrial & Fine Chemicals API Manufacturing Finished Dosage Formulations BUSINESS PROFILE BUSINESS PROFILE BUSINESS PROFILE Established manufacturing platform for critical Ready-to-operate manufact
Slide 27: New Subsidiaries: Built, Not Acquired
New Subsidiaries: Built, Not Acquired Anlon Biologics Anlon Medicare Anlon Biologics Peptides & Biosimilars Anlon Medicare Surgical Implants & Medical Devices Business Focus Business Focus Established to develop and manufacture peptides, Set up to manufacture surgical implants and biosimilars, and b
Slide 28: Quarterly Financial Overview
Quarterly Financial Overview
Slide 29: Consolidated Quarterly Financial Highlights
Consolidated Quarterly Financial Highlights Revenue EBITDA PAT +102.3% +84.1% +84.4% 10,561.0 2,524.1 1,717.8 Q2 FY27 5,220.1 1,371.0 931.7 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 +125.9% +104.7% +97.9% 19,317.2 4,083.2 2,545.9 H1 FY27 8,549.9 1,994.9 1,286.4 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY2
Slide 30: Anlon Healthcare & Group Revenue Bifurcation
Anlon Healthcare & Group Revenue Bifurcation Revenue Bifurcation Across the Group Anlon Healthcare Ltd Revenue Bifurcation H1 FY2027 H1 FY2027 1.5% 0.3% APIs 11.7% Anlon Healthcare Ltd 17.1% Intermediates 44.6% Apiqo Organics Pvt Ltd 43.7% Nutraceuticals 81.1% Bizotic Lifescience Pvt Ltd Others A di
Slide 31: Consolidated Quarterly Income Statement
Consolidated Quarterly Income Statement Particulars (INR Lacs) Q2 FY27 Q2 FY26 Y-o-Y Q1 FY27 Q-o-Q H1 FY27 H1 FY26 H-o-H Revenue from Operations 10,561.0 5,220.1 102.3% 8,756.3 20.6% 19,317.2 8,549.9 125.9% Purchase of Services 7,287.5 3,295.8 6,608.1 13,895.6 5,718.1 Gross Profit 3,273.5 1,924.3 70
Slide 32: Consolidated Half Yearly Balance Sheet
Consolidated Half Yearly Balance Sheet ASSETS (INR Lacs) Sep-26 Mar-26 EQUITY AND LIABILITIES ( (INR Lacs) Sep-26 Mar-26 (a) Property, Plant and Equipment 7,853.0 5,771.4 (a) Equity Share Capital 10,630.3 5,315.2 (b) Capital work in progress 136.2 - (b) Other Equity 15,109.1 17,707.7 (c)Goodwill 88.
Slide 33: Consolidated Half Yearly Cashflow Statement
Consolidated Half Yearly Cashflow Statement Particulars (INR Lacs) Sep-26 Mar-26 Cash Flow from Operating Activities Profit before Tax 3,713.4 4,250.7 Adjustment for Non-Operating Items 477.5 531.3 Operating Profit before Working Capital Changes 4,191.0 4,782.0 Changes in Working Capital -4,847.1 -1
Slide 34: Historical Financial Overview
Historical Financial Overview
Slide 35: Consolidated Key Financial Metrics
Consolidated Key Financial Metrics Revenue (INR Lacs) EBITDA (INR Lacs) and EBITDA Margin (%) PAT (INR Lacs) and PAT Margin (%) 19,190.7 19,317.2 4,751.7 4,083.2 2,908.8 2,545.9 12,028.7 3,220.9 2,051.8 6,658.4 1,546.1 965.7 26.8% 21.1% 13.2% 23.2% 24.8% 17.1% 14.5% 15.2% FY24 FY25 FY26 H1 FY27 FY24
Slide 36: Consolidated Income Statement
Consolidated Income Statement Particulars (INR Lacs) FY24 FY25 FY26 H1 FY27 Revenue from Operations 6,658.4 12,028.7 19,190.7 19,317.2 Purchase of Services 3,366.3 7,458.7 12,504.2 13,895.6 Gross Profit 3,292.1 4,570.0 6,686.5 5,421.7 Gross Profit Margin (%) 49.4% 38.0% 34.8% 28.1% Employee Expenses
Slide 37: Consolidated Balance Sheet
Consolidated Balance Sheet ASSETS (INR Lacs) Mar-24 Mar-25 Mar-26 Sep-26 EQUITY & LIABILITIES ( (INR Lacs) Mar-24 Mar-25 Mar-26 Sep-26 (a) Property, Plant and Equipment 2,729.7 2,281.9 5,771.4 7,853.0 (a) Equity Share Capital 1,600.0 3,985.2 5,315.2 10,630.3 (b) Capital work in progress - - - 136.2
Slide 38: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (INR Lacs) Mar-24 Mar-25 Mar-26 Sep-26 Cash Flow from Operating Activities Profit before Tax 975.1 2,059.7 4,250.7 3,713.4 Adjustment for Non-Operating Items 583.6 573.6 531.3 477.5 Operating Profit before Working Capital Changes 1,558.7 2,633.3 4,782.0 4,
Slide 39: Thank You
Anlon Healthcare Limited The Company CIN: U24230GJ2013PLC077543 Email ID: [email protected] Tel: +91 281 2562538/39 Website: www.anlon.in Thank You X-B4 Advisory LLP Investor Relations Rasika Sawant / Divya Shethia Email ID: [email protected] / [email protected] Tel: +91 95944 57518 /+91 88505 95811