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A source-linked quarter view: reported numbers, management language, guidance, and the risks that should carry forward.
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Revenue
₹105.92 Cr
verification pending
Revenue YoY
111%
reported change
EBITDA
₹20.76 Cr
latest reported figure
Source
bse pending
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
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.
Colored figures show movement against the previous available record.
Guidance to track
- Management indicated that growing 50-100% should not be a question, citing strong demand and order pipeline.
- Management stated manufacturing and assembly will grow to 65% of revenue, up from 50% in FY26.
- Blended manufacturing margin currently ~15%, expected to improve by 5% as economies of scale kick in.
- Preferential issue to enhance ability to bid for larger projects (₹350-400 Cr pipeline) and provide bank guarantees.
Risks flagged
- Management noted a 20% safety margin for spillover due to potential quality or performance issues, which could delay revenue recognition.
- While currently having early-mover advantage, competitors may catch up as they qualify for tenders, eroding Anlon's unique position.
- Growth is tied to government infrastructure spending and Make in India policy; any policy shift could impact order flow.
Key quotes
- We can assure you that we will not be lazy anymore. We will improve what we have done significantly in the coming year.
- We are actually kind of sharpening in every possible way. We used to make a cut and develop roller shutter from fan. Now we found an alternative supplier who is willing to send us a big sheet of shutter which I myself can cut and use according to my needs.
- The transformation was from us to believe first and for our partners from Western Europe and US to believe that this is possible. So this two years not only making them but putting them into use and getting the feedback from customers has paved the way for being.
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