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 m...
bullish
high
Financial stats pending filing verification
Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
63%Questions answered3Evaded / deflected12Questions auditedMixedNumbers vs filing
Partial answer
High priority
Traction from international market to supply vehicles and equipment?
Asked by Mles, Shyan Sabla
Acknowledged international interest but did not quantify any traction or orders.
no specific international orders mentionedfocused on domestic market
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Question
May I know has there been any traction from the international market to supply the vehicles and equipments for our business activities.
Uni Krishnan Sabti (CEO)
there has been a tremendous response from the international manufacturer to start manufacturing from India. At the moment we are up to north level working hard to cater to the domestic market itself.
Answered
High priority
Can we expect higher portion of manufacturing in total revenue?
Asked by Mles, Shyan Sabla
Confirmed increase and provided current percentage.
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Question
since now manufacturing has started full-fledged, can we expect a much higher portion of manufacturing in our total revenue?
Uni Krishnan Sabti (CEO)
Yes, for sure. ... we have reached up to 65%.
Evasive
High priority
Qualitative guidance for FY27 growth similar to FY26?
Asked by Mles, Shyan Sabla
Did not commit to a specific growth rate, only gave a range without basis.
no specific guidancevague assurance
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Question
may we have some sort of qualitative guidance for the financial year 27. Should we be expecting the similar kind of growth that we saw in 26?
Uni Krishnan Sabti (CEO)
We can assure you that we will not be lazy anymore. ... growing 50% 100% 50 to 100% should not be a question for you.
Evasive
Medium priority
Clarify if growth means rate or absolute numbers?
Asked by Kershawi, Crown Capital
Did not clarify growth rate vs absolute, spoke about demand instead.
no quantificationdeflected to demand
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Question
when you say that you are planning to improve on the growth we mean the growth rate because we've nearly doubled our sales in current year or do you mean in absolute numbers like how do you quantify that sir
Uni Krishnan Sabti (CEO)
growth I can predict a growth steady growth once we start utilizing our full marketing and sales potential. Now we are struggling to keep up with the demand of the market
Partial answer
High priority
Will margins improve as manufacturing component increases?
Asked by Kershawi, Crown Capital
Acknowledged margin improvement potential but did not commit to a number.
no specific margin guidancetalked about cost reduction efforts
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Question
with regards to margin, so as we're going to increase our own manufacturing component, so margin should see a steady climb, right? Like uh the way we we've done 20% in March. So can we expect like a better margins going forward sir?
Uni Krishnan Sabti (CEO)
we are actually kind of sharpening in every possible way ... This process is on and we are asking some of the companies please don't sell the component tell me how to make it and we will pay you the technology for the technology.
Answered
High priority
Orderbook breakup by manufacturing/assembly and product type?
Asked by Nikon Japani, Woldful PMS
Provided detailed breakup of orderbook by segment and product.
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Question
from a uh orderbook standpoint can you give a breakup of how much is the uh manufacturing and assembly and in that what would be the you know uh break up of uh if you could just uh describe how much would be runway upper removal uh runway sweeping and the kinds of machines that we sell.
Anu (CFO)
out of the 110 crores of order book ... manufacturing and assembly ... around 45 crores ... trading of equipment ... around 28 crores ... AMC contracts ... around 21 crores ... spares and distribution ... 14 crores.
Answered
High priority
How will the 50 crore fund raise be utilized?
Asked by Nikon Japani, Woldful PMS
Explained purpose of fund raise for bidding and guarantees.
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Question
we had announced uh a fund raise of about 50 crores. So if you could just uh help me like uh how would these funds be utilized and what are the plans for these funds?
Uni Krishnan Sabti (CEO)
this fund will be utilized to prepare ourself for bidding in a healthy way in this and then as soon as the contract and orders come secure it with guarantee.
Answered
High priority
Clarify orderbook breakup and new orders in last two months?
Asked by Mano Chetti, NB investments
Provided clarification on breakup and confirmed new orders.
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Question
in the order what we have on date and as on 31st March 110 mam had given the breakup ... can you share us any more orders have been received in the last two months.
Anu (CFO) and Uni Krishnan Sabti (CEO)
we have some turntable ladder order which we uploaded in N. ... we have received one more turntable ladder order from Cochin airport. ... close to 20 cr.
Answered
High priority
What bid pipeline and expected order inflow in next 3 months?
Asked by Deep Podar, Safire Capital
Quantified bid pipeline and conversion rate.
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Question
what sort of bid pipeline we are looking at ... able to quantify also what sort of bid pipeline and conversion or what sort of order info we are expecting in next um maybe what 3 months.
Uni Krishnan Sabti (CEO)
we are planning to bid for about ... up to around 350 crores 400 crores ... conversion ... about 50 55%.
Answered
High priority
Margins in manufacturing vs trading vs AMC?
Asked by Deep Podar, Safire Capital
Provided specific margin percentages for segments.
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Question
I wanted to understand the the margins in your manufacturing versus trading versus AMC and currently I think FI26 we did about 50% manufacturing and assembly. So so how do you see that mix over next two three years?
Anu (CFO)
we have a blended margin of around 15% in uh manufacturing and assembly. While in the distribution business we have a margin of around uh 20%.
Evasive
Medium priority
Can we be assured of getting the sole qualified order?
Asked by Growth, Individual investor
Did not confirm order win, only spoke about competitive position.
no assurance of winningvague about advantage
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Question
in the list presentation you have mentioned that you are the sole qualified bitter for one of the major orders. So uh can we be assured that we would be getting that order?
Uni Krishnan Sabti (CEO)
we are um sold in some of the project because of the ability to do it in India. ... we have a little bit unique unique advantage or let's say an early bird advantage.
Partial answer
Medium priority
Export orders after Rosenbauer CEO visit and new product plans?
Asked by VA Patel, Individual investor
Confirmed international interest and service but no concrete orders; new product mentioned but not detailed.
no specific export ordersnew product details withheld
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Question
after visit of Rojan CEO can now can be able to get big orders from export and any plan to enter in service segment of export market. ... potential entering domestic municipal corporation waste management and any plan to develop new product machine for further precision engineering market like defense or aerospace.
Uni Krishnan Sabti (CEO)
they see India as a strategic market. ... we are already doing it for many countries including Israel. ... we have planned ... a civ cleaner ... we are working on some product. It's under wraps now.
Quantitative claims vs filed numbers
| Claim | Management said | Filing | Verdict |
|---|---|---|---|
| Blended margin in manufacturing and assembly 15% | 15% | 19.6% | Understated vs filing |
| Distribution business margin 20% | 20% | 19.6% | Matches filing |
Filed figures sourced from Screener.in. Claims within a small tolerance of the filing are marked “matches filing”.