Anlon Healthcare Limited · NSE:AHCL
Anlon Healthcare — H1 FY26 Earnings Presentation
37 slides from Anlon Healthcare's earnings presentation, November 2025
Slide 1: Anlon Healthcare Limited Investor Presentation Q2/H1 FY26
ANLON HEALTHCARE LIMITED INVESTOR PRESENTATION Q2/H1 FY26
Slide 2: Key Performance Metrics
Key Performance Metrics: Global Presence: Regulatory Strength: Diverse Portfolio: Operations across 15 21 Drug Master Files filed 65 commercialized products, countries with global authorities 28 in pilot stage, and 49 under lab testing Workforce Strength: Customer Base: 105 employees across Served 1
Slide 3: About Us
About Us | Incorporated in 2013 and based in Rajkot, Gujarat, Anlon Healthcare Ltd. is a research-driven chemical manufacturer | Engaged in manufacturing high-purity advanced pharmaceutical intermediates, used as key starting materials for APIs and active pharmaceutical ingredients (APIs), which ser
Slide 4: Regulatory Filings
Regulatory Filings As on date, we have received approval for Drug Master File from and In process for Approval from the following CEP Approcal from EDQM (Europe) for our API product namely, Ketoprofen Brazilian Health Regulatory Agency (“ANVISA, Brazil”) for our API product namely, loxoprofen sodium
Slide 5: Advancing Health with Purpose and Vision
Advancing Health with Purpose and Vision To harness the strength of With an approach to innovation technology and research into that is compelling, inclusive and becoming a leading global visionary, we seek to drive pharmaceutical company that efficiency and productivity while delivers maximum consu
Slide 6: Building a Legacy of Growth
Building a Legacy of Growth Received Drug Master File (DMF) Approval from Brazilian Health Regulatory Agency for Loxoprofen Sodium Dihydrate Renamed to Anlon Healthcare Achieved ISO 9001:2015 Converted to a public limited company and Private Limited Certification renamed Anlon Healthcare Limited 201
Slide 7: State of the Art Manufacturing Facility
State of the Art Manufacturing Facility The Company’s manufacturing facility is located at Sadak Pipaliya, Rajkot (Gujarat), offering strategic connectivity through NH-27. Facility The facility is equipped with glass-lined and stainless-steel reactors, advanced filtration, centrifugation and drying
Slide 8: Powering Future Growth through Our R&D Engine
Powering Future Growth through Our R&D Engine 4 dedicated labs with a total of 11 fume cupboards for advanced R&D work. Facility includes 20L, 50L, 100L and 200L glass assemblies for process scale-up. Equipped with an Autoclave for hydrogenation reactions and various advanced driers. A separate, ded
Slide 9: Business Overview (1/3) Pharmaceutical Intermediates
Business Overview (1/3) Pharmaceutical Intermediates • Pharmaceutical Intermediates serve as a key starting material or as an advance intermediate for manufacturing of APIs. • Outlined below are some of our major Pharma Intermediates and their end-use applications: Loxoprofen Acid: used in synthesis
Slide 10: Business Portfolio (2/3) Active Pharmaceutical Ingredients
Business Portfolio (2/3) Active Pharmaceutical Ingredients (APIs) • Key components in medicines responsible for producing the desired therapeutic effect. • Serve as the core raw materials for various finished dosage formulations such as tablets, capsules, syrups, and ointments. • Also used in Nutrac
Slide 11: Business Overview (3/3) Custom Manufacturing
Business Overview (3/3) Custom Manufacturing • Provides end-to-end custom manufacturing solutions, encompassing process development to commercial-scale production, tailored to each customer’s specifications. • Company’s technical team collaborates closely with clients to design, develop, and deliver
Slide 12: Application of Core APIs
Application of Core APIs Investor Presentation
Slide 13: Core APIs across Therapeutic areas
3 Core APIs across 5 Therapeutic areas Pain and Inflammation Lower Back Pain Rheumatoid arthritis Antipyretic Osteoarthritis Investor Presentation
Slide 14: Segment wise- Revenue Contribution
Segment wise- Revenue Contribution FY-25 FY-24 6.16% 14.58% 7.37% 35.70% 58.13% 77.61% API Pharmaceutical Intermeddiate Neutraceuticals API Neutraceuticals Pharmaceutical Intermeddiate Investor Presentation
Slide 15: Segment wise- Revenue Contribution
Segment wise- Revenue Contribution As on H1 F26 V/s & Q2 FY26 V/s Q2 FY25 H1 FY-25 2.31% H1 FY-26 8.81% 27.21% 26.67% 64.52% 70.36% API Pharmaceutical Intermeddiate Neutraceutical API Pharmaceutical Intermeddiate Neutraceutical Q2 FY-25 1.13% Q2 FY-26 13.54% 10.24% 30.42% 76.22% 68.40% API Pharmaceu
Slide 16: Segmental Wise Revenue from Top 5 & Top 10 Customers
Segmental Wise Revenue from Top 5 & Top 10 Customers Q2 FY26 H1 FY26 99.90% 100.00% 100.00% 99.67% 92.67% 99.16% 96.30% 100.00% 100.00% 83.42% 78.85% 77.62% API Pharmaceutical Neutraceutical API Pharmaceutical Neutraceutical Intermeddiate Intermeddiate Top 5 Customers Top 10 Customers Top 5 Customer
Slide 17: Sustainable Competitive Edge
Sustainable Competitive Edge Strong Product Portfolio & Scalable Business Strong Promoters A diversified portfolio of 65 & Experienced commercialized, 28 pilot and 49 Management lab-stage products. Led by experienced promoters and a qualified management team with 10+ years of industry experience acr
Slide 18: Strategic Initiatives
Strategic Initiatives Portfolio Diversification Expand Customer and Expansion Base and Wallet Share Expanded portfolio from 10 products in FY2018 Expanding customer wallet share and global reach to 65 in FY2025, with continued diversification through strong relationships, cross-selling, and into hig
Slide 19: Industry Overview
CONTENT Industry Overview Investor Presentation
Slide 20: Global Pharmaceuticals Industry
Global Pharmaceuticals Industry • The global pharmaceutical market size will grow from USD 1.77 trillion in 2025 to nearly USD 3.03 trillion by 2034, expanding at a strong CAGR of 6.15% from 2025 to 2034. • North America held the largest market share of 42% in 2024, while the Asia Pacific is project
Slide 21: Indian Pharmaceutical Industry
Indian Pharmaceutical Industry Indian Pharmaceutical market stood at USD $55 billion in 2025 and is expected to grow to USD $120-130 billion by 2030. Government Support: PLI scheme: USD $2.04 billion outlay to boost manufacturing, investment and product diversification. Strengthening of Pharmaceutic
Slide 22: Global API Industry
Global API Industry • Global API market stood at USD $217.2 billion in 2024 and is expected to grow to USD $231.95 billion by 2025. • It is further projected to grow at USD $418.96 billion by 2034 expanding at a CAGR of 6.79% from 2025 to 2034. • USA plays an active role in API space by contributing
Slide 23: Indian API Industry
Indian API Industry India's Active Pharmaceutical Ingredients (APIs) market is expected to expand to reach USD 22 billion by 2030 at a CAGR of 8.3%. Growth Drivers: Growing domestic and export demand for generics and bulk drug. Push for self reliance import substitution Competitive cost base and man
Slide 24: Income Statement
INCOME STATEMENT Particulars (In INR crs) FY24 FY25 Revenues 66.58 120.29 Other Income 0.11 0.17 Total Income 66.69 120.46 Raw Material Expenses 33.66 74.59 Employee Benefits Expense 4.78 4.88 Other Expenses 12.68 8.61 Total Expenditure 51.12 88.08 EBITDA 15.57 32.38 EBIDTA Margin (%) 23.35% 26.88%
Slide 25: Half Yearly Income Statement
Half Yearly Income Statement Particulars (In INR crs) H1FY25 H1FY26 Revenues 62.00 85.49 Other Income 0.11 0.04 Total Income 62.11 85.53 Raw Material Expenses 41.32 57.18 Employee Benefits Expense 2.41 2.29 Other Expenses 3.83 6.06 Total Expenditure 47.56 65.52 EBITDA 14.55 20.01 EBIDTA Margin (%) 2
Slide 26: Income Statement
INCOME STATEMENT Particulars (In INR crs) Q2FY25 Q2FY26 Revenues 24.17 52.20 Other Income 0.05 0.03 Total Income 24.21 52.23 Raw Material Expenses 13.59 32.96 Employee Benefits Expense 1.25 1.06 Other Expenses 1.81 4.44 Total Expenditure 16.64 38.46 EBITDA 7.57 13.77 EBIDTA Margin (%) 31.26% 26.36%
Slide 27: Balance Sheet
BALANCE SHEET Equities & Liabilities (In INR Crs) FY24 FY25 H1FY26 Assets FY24 FY25 H1FY26 Equity 16.00 39.85 53.15 Non Current Assets Other Equity 5.03 40.57 161.16 Fixed Assets 27.30 22.82 21.97 Net Worth 21.03 80.42 214.32 Deferred Tax Assets 0.00 0.00 0.00 Non Current Liabilities Other Non Curre
Slide 28: Key Financial Metrics (1/3)
KEY FINANCIAL METRICS (1/3) Total Income (INR Crs) EBITDA (INR Cr) & EBITDA Margins (%) PAT (INR Cr) & PAT Margins (%) 120.46 35. 00 32.38 28. 00% 25. 00 17. 50% 30. 00 27. 00% 20.52 17.03% 17. 00% 26.88% 20. 00 16. 50% 25. 00 26. 00% 16. 00% 15. 00 66.69 20. 00 25. 00% 15. 50% 15.57 9.66 15. 00% 15
Slide 29: Key Financial Metrics (2/3)
KEY FINANCIAL METRICS (2/3) Total Income (INR Crs) EBITDA (INR Cr) 52.23 16. 00 13.77 14. 00 12. 00 10. 00 8.0 0 7.57 24.21 6.0 0 4.0 0 2.0 0 0.0 0 Q2FY25 Q2FY26 Q2FY25 Q2FY26 PAT (INR Cr) 10. 00 9.32 9.0 0 8.0 0 7.0 0 6.0 0 5.0 0 4.0 0 3.0 0 2.59 2.0 0 1.0 0 0.0 0 Q2FY25 Q2FY26 Investor Presentatio
Slide 30: Key Financial Metrics (3/3)
KEY FINANCIAL METRICS (3/3) Total Income (INR Crs) EBITDA (INR Cr) 85.53 25. 00 20.01 62.11 20. 00 15. 00 14.55 10. 00 5.0 0 0.0 0 H1FY25 H1FY26 H1FY25 H1FY26 PAT (INR Cr) 14. 00 12.86 12. 00 10. 00 8.0 0 6.36 6.0 0 4.0 0 2.0 0 0.0 0 H1FY25 H1FY26 Investor Presentation
Slide 31: Stock Data & Shareholding Pattern
STOCK DATA & SHAREHOLDING PATTERN As on 11-11-2025 As on 30-09-2025 Shareholding Pattern (%) BSE: Share Price ₹ 146.00 Market Capitalization ₹ Cr 776.01 Promoter & Promoter No. of Share Outstanding 5,31,51,500 Group 47.32 52.68 Face Value ₹ 10.00 Public 52 Week High ₹ 149.50 52 Week Low ₹ 86.98 Sour
Slide 32: Brief Profile of Board of Directors
Brief Profile of Board of Directors Mr. Punitkumar Rasadia Mr. Meet Atulkumar Vachhani Shailesh Kantilal Thakkar (Chairman & Managing Director) ( Whole-time Executive Director ) ( Non-executive Independent Director ) He holds a Master’s degree in Industrial Chemistry from Sir P. P. He is a founding
Slide 33: Strategic Allocation of IPO Proceeds
Strategic Allocation of IPO Proceeds Augment Working Capital (₹43.15 Cr) Fund our increasing working capital requirements to ensure operational agility and support our anticipated business growth. Fund Capacity Expansion (₹30.71 Cr Allocate capital for our 'Proposed Expansion' to establish a new lar
Slide 34: Growth Pillars for FY26 and beyond
Future Outlook • Compliance-Hardened, Globally Ready Platform Post-ANVISA clearance with zero observations establishes a next-generation compliance foundation for global scale-up. • Positions Anlon as a future-ready, audit-resilient partner for regulated markets across LATAM, Europe and emerging reg
Slide 35: Cross Industry Market Opportunity
Cross Industry Market Opportunity Nutraceuticals • The Company has developed 20 nutraceutical products supplied to customers across India and global markets. • India Nutraceuticals Market was valued at USD 6.11 billion in 2024 and is anticipated to reach USD 11.55 billion by 2030, with a CAGR of 11.
Slide 36: Future Growth Roadmap for APIs
Future Growth Roadmap for APIs Developed two new APIs: Artemether and These APIs & Intermediate Lumefantrine, slated for commercial combination to regulatory market will Represents a clear, near-term launch by November 2025. boost the revenue for FY26. revenue catalyst for FY26 and beyond. 01 02 03
Slide 37: Thank You
THANK YOU Anlon Healthcare Limited Confideleap Partners Registered Office101/102-Silver Coin 103-8, Lodha Eternis, MIDC, Andheri East, Complex, Opp. Crystal Mall, Kalawad Mumbai 400093 Maharashtra, India. Road,Rajkot 360005, Gujarat (INDIA) Phone: +91 85911 45959 Phone: +91 281-2561 340, +91 281-256