Claim Ledger
63% answered
Did management answer the analysts?
12 analyst questions audited, 3 evaded or deflected.
View Claim Ledger →Anlon Technology Solutions Ltd — Q4 FY26
Anlon Technology Solutions reported a stellar FY26 with revenue doubling to ₹105.92 Cr (+111% YoY) and PAT surging 114% to ₹13.88 Cr, driven by a strategic shift to indigenous manufacturing (now 50% of revenue).
bullish
high
Financial stats pending filing verification
2-Minute Summary
✦ AI-Generated from Full Transcript
Anlon Technology Solutions reported a stellar FY26 with revenue doubling to ₹105.92 Cr (+111% YoY) and PAT surging 114% to ₹13.88 Cr, driven by a strategic shift to indigenous manufacturing (now 50% of revenue). EBITDA margin improved marginally to 19.6% (+5bps). The order book stands at ₹110.15 Cr, providing strong near-term visibility. Management guided for continued robust growth, citing pent-up demand from policy tailwinds and new product launches (turntable ladder, sewage cleaner). A ₹50 Cr preferential fundraise will enhance bidding capacity for larger projects (₹350-400 Cr pipeline). Key risk: execution delays from supply chain or quality issues could spill over 20% of orders.
एनलॉन टेक्नोलॉजी सॉल्यूशंस ने वित्त वर्ष 2026 में शानदार प्रदर्शन किया। कंपनी की आय दोगुनी होकर ₹105.92 करोड़ हो गई (पिछले साल से 111% ज्यादा)। मुनाफा 114% बढ़कर ₹13.88 करोड़ पहुंच गया। इसकी वजह है देश में ही सामान बनाने पर जोर, जो अब कुल आय का 50% है। कंपनी का मार्जिन थोड़ा सुधरकर 19.6% हो गया। ऑर्डर बुक ₹110.15 करोड़ है, जिससे आने वाले समय में अच्छी कमाई की उम्मीद है। प्रबंधन का कहना है कि सरकारी नीतियों और नए उत्पादों (जैसे टर्नटेबल लैडर, सीवेज क्लीनर) से मांग बढ़ेगी। ₹50 करोड़ जुटाकर कंपनी बड़े प्रोजेक्ट्स (₹350-400 करोड़) में बोली लगाएगी। खतरा: सप्लाई चेन या क्वालिटी की समस्या से 20% ऑर्डर में देरी हो सकती है।
Risks3 trackedTranscriptfull text
Research workspace
Focused Modules
Risks
3 risks
Risk Intelligence
Execution delays and quality issues
View Risks →
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
Order Book
₹110.15 Cr
+119% YoY
Order book as on March 31, 2026, providing strong revenue visibility.
Manufacturing Share of Revenue
50%
+45pp YoY
Manufacturing and assembly contributed 50% of FY26 revenue, up from ~5% two years ago.
Bid Pipeline Capacity
₹350-400 Cr
N/A
Post fundraise, company can bid for projects worth ₹350-400 Cr, targeting 50-55% conversion.
Turntable Ladder Orders
₹9.67 Cr
New product
First Indian manufacturer to receive EN14043 certification; orders received from Cochin Airport.
Fast read
Guidance and risk preview
Management indicated that growing 50-100% should not be a question, citing strong demand and order pipeline.
Management noted a 20% safety margin for spillover due to potential quality or performance issues, which could delay revenue recognition.
View Risks →