Anlon Healthcare

Anlon Healthcare delivered a stellar Q3 FY26 with revenue surging to ₹35.78 CrCurrent reported value: ₹35.78 Cr. No comparable prior figure is available in the source record. (up 281% YoY) and EBITDA margin of 35.06%Current reported value: 35.06%. No comparable prior figure is available in the source record., driven by higher API and intermediate volumes, operating leverage, and improved product mix. PAT turned positive at ₹5.15 CrCurrent reported value: ₹5.15 Cr. No comparable prior figure is available in the source record. vs a loss last year. Management guided for ~30% revenue CAGRCurrent reported value: ~30% revenue CAGR. No comparable prior figure is available in the source record. over three years, with FY27 revenue of ₹370-380 CrCurrent reported value: ₹370-380 Cr. No comparable prior figure is available in the source record. (conservative) supported by acquisitions of Epico Organics and Bizotic Life Sciences, which will add combined capacity of 1,400-1,600 MTPACurrent 1,400-1,600 MTPA. Reported change: +250% vs current 400 MTPA.. Key growth drivers include CDMO engagements (three molecules under validation), new API launches (7 in FY27), and expansion into peptides and formulations. Risks include high working capital days (currently ~290 daysCurrent ~290 days. Reported change: Target 150-160 days by FY27., target 150-160 by FY27) and execution risk in integrating acquisitions and greenfield capex of ₹100-120 Cr.