Anlon Technology Solutions Limited · NSE:ANLON
Anlon Technology Solutions — H1 FY2026 Earnings Presentation
28 slides from Anlon Technology Solutions's earnings presentation, Nov 14, 2025
Slide 1: Cover letter to NSE for investor presentation
Date: 14.11.2025 ATS_F&A_EmS_FY2526_1147 To, The Listing Compliance Department National Stock Exchange of India Limited, Exchange Plaza, Plot no. C/l, G Block, Bandra-Kurla Complex Bandra (E) Mumbai - 400051. Symbol: ANLON Dear Sir/Madam, Sub : Investor presentation for the Half year ended 30th Sept
Slide 2: Anlon Technology Solutions Investor Presentation H1'FY26
ANLON TECHNOLOGY SOLUTIONS LIMITED #MAKE IN INDIA Investor Presentation H1'FY26
Slide 3: Safe Harbour
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Anlon Technology Solutions 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 securi
Slide 4: Table of Content
Result Summary H1'FY26 Highlights Management Commentary About Us Company Overview Products & Segments Business Model Management Growth Drivers Fleet Orderbook Product Introducer & Entering the High-Utilization Growth Phase Industry Tailwinds Financial Performance Income Statement Balance Sheet TABLE
Slide 5: Result Summary
Result Summary 01 H1'FY26 Highlights 02 Management Commentary
Slide 6: H1'FY26 Highlights YOY
H1'FY26 Highlights YOY Revenue from operations (In Lakhs) EBITDA (In Lakhs) PAT (In Lakhs) 5000 1000 600 542.31 4138.18 831.46 500 4000 800 400 3000 600 300 254.98 1905.96 393.87 2000 400 200 1000 200 100 0 0 0 H1FY25 H1FY26 H1FY25 H1FY26 H1FY25 H1FY26 EPS (In Rs) EBITDA % PAT % 10 25 14 13.24 12.84
Slide 7: From MD's Desk
From MD’s Desk We are proud to announce the successful refurbishment of the world’s largest fire-fighting vehicle, deployed at Goa International Airport. This milestone, along with the sale and delivery of four Rubber Removal Machines, one Multifunctional Foam Mist Vehicle, one Rapid Intervention Ve
Slide 8: About Us
About Us 01 Company Overview 02 Products & Segments 03 Business Model 04 Management
Slide 9: Company Overview
Our Products Mobile Fire Fighting Trucks, Runway Rubber Removal Machine, Sweeping Machine, Runway Friction Testing Machine, Disable Aircraft Recovery Kit, Baggage Handling System, Side Loaders, Fire Blankets and Line Lazer Marking Equipment, Grass cutting and collection machines. Company Overview Co
Slide 10: Products & Segments
Products & Segments Products 01 02 03 04 Firefighting Runway Runway Rubber Other Equipment Sweeping Removal Equipments Machines Machines 65-70% <5% 25-30% NIL Segments 01 02 03 04 Commission Direct Sales Spare AMC & Basis Traded Parts Others Manufactured 5-10% 5-10% 40-45% 15-20% 20-25% % as percent
Slide 11: Products
Products Refurbished Model - World’s Largest Fire Fighting Truck #MAKE IN INDIA
Slide 12: Products
Products Rapid Intervention Vehicle & Rubber Removal Machine #MAKE IN INDIA
Slide 13: Products
Products Our first “Make In India” Runway Rubber/Paint Removal Machine
Slide 14: Products
Products Introducing the all new CityCat V20 z= CAR Fire Blanket FORKLIFT Fire Blanket
Slide 15: Our Reputed Clients
Afhenion Our Reputed Clients mR adani | aren yN uds SIL A, ENERGY @ BRIJBASI ada ani Lucknow adani | mon Volkswagen Co Jaipur een Bengaluru Jaipur international sor’ STEEL & POWER @ JLL iNreusnionaL HI-TECH UDYOG LTD. Chaudhary Charan Singh International Airport Shivaji Maharaj (; Reliance Industrie
Slide 16: Business Model
Business Model Product Introducer For Indian Airport Infrastructure Higher Revenues (Volume) & OEM Equipment Supplier Network Margins (Pricing + AMC & Spare Parts) We secure procurement orders from clients— primarily airports—for OEMs like Rosenbauer International AG (Austria) and earn a commission.
Slide 17: OEM Equipment Supplier Network
OEM Equipment Supplier Network OEM Product Exclusivity Overview Exclusive Mobile Firefighting For Indian Airports and Other A global leader in mobile firefighting equipment with 11% market share and Rosenbauer Vehicles Customers except AAI and a dominant 90% presence in Indian airports. Defence Comm
Slide 18: Management
Management Mr. Unnikrishnan Nair P M Mr. Emmyunual S Chairman & Managing Director Chief Financial Officer He has led the company since inception, 8+ years of experience in financial bringing 28+ years of industry experience strategy, audit, and operations. He leads and a Mechanical Engineering degre
Slide 19: Management
Management Mrs. Veena Praveen Mr. Shiny George Non Executive Director Independent Director She holds a bachelor's degree in 35+ years of experience in IT, Operations, commerce from M.G. University. She has Quality, and Project Management across more than 10 India, the USA, and the Middle East with y
Slide 20: Growth Drivers
Growth Drivers 01 Fleet Orderbook 02 Product Introducer 03 High Utilization Phase 04 Industry Tailwind
Slide 21: Fleet Orderbook
Fleet Orderbook Segment Orders (In cr) MII 73.15 Traded Equipment 15.61 Operation and Maintenance 18.84 Commission 7.48 Total 115.08 The above order book excludes AMC (Annual Maintenance Contracts) and spare parts orders.
Slide 22: Product Introducer For Indian Airport Industry
Product Introducer For Indian Airport Industry Average difference between imported equipment and made in India equipment is around 30%. Given the growth in our target industry we expect to introduce new vehicles which were earlier not imported due to higher costs. Introducing vehicles in Our strong
Slide 23: Entering the High-Utilization Growth Phase
Entering the High-Utilization Growth Phase With capex, vehicle testing, safety certifications, and regulatory approvals completed, we are entering the high- growth phase, positioned for large-scale orders and streamlined vehicle rollouts. Capex-to-utilization cycle is extended as Improved working ca
Slide 24: Industry Tailwinds
Industry Tailwinds Population (in mn) No. Of Airports For Public Use 2000 6000 5000 1500 >5100 4000 1438 1425 1000 3000 2000 500 1000 Minimum Requirement Of Firefighting Trucks At Airports Per Runway 341 149 259 0 0 India China USA India China USA Rescue And Fire Rescue And Fire Airport Category Air
Slide 25: Financial Performance
Financial Performance 01 Income Statement 02 Balance Sheet
Slide 26: Income Statement
Income Statement Particulars (In Lakhs) H1FY26 H1FY25 YOY Growth % H2FY25 HOH Growth% FY25 Total Revenue 4,222.06 1,925.19 119.31% 3,158.76 33.66% 5,083.95 Total Expense 3390.6 1531.32 2527.59 4058.91 EBITDA 831.46 393.87 111.10% 631.17 31.73% 1,025.04 EBITDA Margins % 19.69% 20.46% 19.98% 20.16% De
Slide 27: Balance Sheet
Balance Sheet EQUITY AND LIABILITIES ASSETS Particulars (In Lakhs) FY25 H1FY26 Particulars (In Lakhs) FY25 H1FY26 Shareholders' funds Non-current assets (a) Share capital 625.54 625.54 (a) Property,Plant & Equipment 1,701.48 1,889.70 (b) Reserves and Surplus 5,255.96 5,798.27 (b) Intangible assets 1
Slide 28: Thank You
THANK YOU Contact Information Anlon Technology Solutions Investor Relations office.anlon@anlon.co.in Twenty Eighth Consulting Ms. Palak Agarwal palak@twentyeighthconsulting.com
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