Anlon Healthcare Limited · NSE:AHCL
Anlon Healthcare — Q1 FY2027 Earnings Presentation
36 slides from Anlon Healthcare's earnings presentation, Aug 5, 2026
Slide 1: Exchange filing cover letter for investor presentation
August 05, 2026 To, To, Listing Department, The National Stock Exchange of India BSE Limited Ltd. Phiroze Jeejeebhoy Towers, The Listing Department Dalal Street, Exchange Plaza, Mumbai – 400 001 Bandra – Kurla Complex, Ref: BSE Scrip Code: 544497 Mumbai – 400051, NSE Scrip Code: AHCL Subject: Invest
Slide 2: Anlon Healthcare Ltd. Investor Presentation
Anlon Healthcare Ltd. Investor Presentation
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 serve a
Slide 4: Transformational Acquisitions Powering Next Phase of Growth
Transformational Acquisitions Powering Next Phase of Growth Capacity Expansion Through Acquisition: Inorganic Growth: Acquisition of Apiqo Bizotic Lifescience Pvt. Ltd. Organics Pvt. Ltd. • Transaction Snapshot • Transaction Snapshot Stake: 67.48% | Consideration: ₹5.40 crore (cash) Stake: 56.67% |
Slide 5: Strengthening Our Position as an Integrated Pharmaceutical Company
Strengthening Our Position as an Integrated Pharmaceutical Company Transaction Overview Acquired Company 01 Remember India Health Links Pvt. Ltd. Stake Acquired 02 63.98% Acquisition Value 03 ₹5.38 Crore Shares Acquired 04 1.11 Crore Equity Shares Completion Date 05 8 May 2026 06 Remember India Heal
Slide 6: Key Performance Metrics
Key Performance Metrics Global Presence: Regulatory Strength: Diverse Portfolio: Customer Base: Operations across 15 21 Drug Master Files filed 65 commercialized Served 125 customers countries with global authorities products, 28 in pilot stage, till date (directly & and 49 under lab testing Indirec
Slide 7: 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 Approval from EDQM (Europe) for our APIs product namely, Ketoprofen Brazilian Health Regulatory Agency (“ANVISA, Brazil”) for our APIs product namely, loxoprofen so
Slide 8: Mission and Vision
Advancing Health with Purpose and Vision MISSION With an approach to innovation that is compelling, inclusive and visionary, we seek to drive efficiency and productivity while delivering tangible To harness the strength of results. technology and research into becoming a leading global pharmaceutica
Slide 9: Building a Legacy of Growth
Building a Legacy of Growth Commenced commercial production of Pharma Intermediates and APIs • Exported first batch to South Korea Incorporated as Anlon • Received GMP certification from FDCA, Received WHO- Ventures Private Gujarat GMP certification Got listed on Limited • Obtained Foreign Manufactu
Slide 10: Manufacturing & Capacity Platform
Manufacturing & Capacity Platform • 1,400-1,600 MTPA installed capacity (current) • Capacity utilization: 62.37% • Two dedicated blocks – APIs & Intermediates • Glass-lined & SS reactors with scale-up capability (20L–200L assemblies) • Strategic location: Rajkot (NH-27 connectivity) INVESTOR PRESENT
Slide 11: R&D & Custom Manufacturing Engine
R&D & Custom Manufacturing Engine •Dedicated R&D labs | 11 fume cupboards •Experienced R&D team •End-to-end CDMO capability (Process dev → Commercial production) •Focused on high-value NSAIDs & specialty APIs INVESTOR PRESENTATION 10
Slide 12: Business Overview 1/2
Business Overview 1/2 Active Pharmaceutical Ingredients (APIs) Pharmaceutical Intermediates Key starting materials for APIs Core raw materials for tablets, capsules, syrups & ointments Ketonitrile – KSM for Ketoprofen synthesis, Loxoprofen Sodium Dihydrate – Pain & inflammation used in pain and infl
Slide 13: Business Overview 2/2: Custom Manufacturing
Business Overview (2/2) 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 14: Application of Core APIs
Application of Core APIs LOXOPROFEN SODIUM DIHYDRATE What it is: A prominent non-steroidal anti- inflammatory drug (NSAID). Our company is noted as one of the few manufacturers of this APIs in India. Primary Use: Used to treat pain and inflammation from conditions like rheumatoid arthritis, osteoart
Slide 15: Core APIs across Therapeutic areas
3 Core APIs across 5 Therapeutic areas Pain and Inflammation Lower Back Pain Antipyretic Osteoarthritis Rheumatoid arthritis INVESTOR PRESENTATION 14
Slide 16: Segment wise Revenue Contribution
Segment wise- Revenue Contribution FY-25 FY-26 1.93% 0.46% 6.16% 26.37% 35.70% 58.13% 71.24% APIs Pharmaceutical Intermediate Neutraceuticals APIs Pharmaceutical Intermediate Neutraceuticals Others INVESTOR PRESENTATION 15
Slide 17: Segment wise Revenue Contribution Q1 FY27 vs Q1 FY26
Segment wise- Revenue Contribution As on Q1 FY27 V/s Q1 FY26 Q1 FY-26 Q1 FY-27 4.17% 5.58% 0.17% 22.17% 43.93% 50.32% 73.42% APIs Pharmaceutical Intermediate Neutraceutical APIs Pharmaceutical Intermediate Neutraceutical Others Note- Segment-wise revenue bifurcation provided is based on standalone f
Slide 18: Segmental Revenue from Top 5 & Top 10 Customers
Segmental Wise Revenue from Top 5 & Top 10 Customers FY26 Q1FY27 69.40% 47.47% 43.93% 28.42% 69.10% 43.41% 43.87% 5.58% 28.43% 2.18% 2.47% 5.58% APIs Pharmaceutical Intermediate Neutraceutical APIs Pharmaceutical Intermediate Neutraceutical Top 5 Customers Top 10 Customers Top 5 Customers Top 10 Cus
Slide 19: Sustainable Competitive Edge
Sustainable Competitive Edge Strong Product Portfolio & Scalable Business Strong Promoters & Experienced Management A diversified portfolio of 65 commercialized, 28 pilot and 49 Led by experienced promoters and a qualified management team with under lab testing products. 10+ years of industry experi
Slide 20: Strategic Initiatives (Key Growth Catalysts in next 24-36 Months)
Strategic Initiatives (Key Growth Catalysts in next 24-36 Months) Portfolio Diversification Expand Customer Base and Improve cost management New Product Development & and Expansion Wallet Share & operational efficiencies DMF Filing for Regulatory: Environmentally responsible Repairing and restoring
Slide 21: Global Pharmaceuticals Industry
Global Pharmaceuticals Industry • The global pharmaceutical market size will grow from USD 1.99 trillion in 2025 to Global Pharmaceuticals Industry ( in USD trillion) nearly USD 4.03 trillion by 2034, expanding at a strong CAGR of 8.19% from 2025 to 2034. 4.03 • North America held the largest market
Slide 22: Indian Pharmaceutical Industry
Indian Pharmaceutical Industry Indian Pharmaceutical market stood at~USD $72 billion in 2025 and is expected to Global Pharmaceuticals grow to ~USD $145 billion by 2032. Industry ( in USD Billion) Government Support: 145 PLI scheme: USD $2.04 billion outlay to boost manufacturing, investment and pro
Slide 23: Global APIs Industry
Global APIs Industry • Global APIs market stood at USD $231.95 billion by 2025. Global APIs Industry ( in USD • It is further projected to grow at USD $447.40 billion by 2035 expanding at a CAGR of 6.79% Billion) from 2025 to 2034. 447.4 • USA plays an active role in APIs space by contributing over
Slide 24: Indian APIs Industry
Indian APIs Industry India's Active Pharmaceutical Ingredients (APIs) market reached USD 19.21 Billion in 2025 and is projected to reach at USD 41.60 Billion by 2034 at a CAGR of 7.78% (2026-2034) Growth Drivers: Growing domestic and export demand for generics and bulk drug. Rising Chronic Disease P
Slide 25: Brief Profile of Board of Directors
Brief Profile of Board of Directors Mr. Punitkumar Rasadia Mr. Meet Atulkumar Vachhani Mr. Kishan Vinodkumar Raja (Chairman & Managing Director) ( Whole-time Director ) ( Independent Director ) He holds a Master’s degree in Industrial Chemistry from Sir P. P. He is a founding Promoter and has been a
Slide 26: Macro Industry Tailwinds Supporting Anlon's Multi-Segment Revenue Growth
Macro Industry Tailwinds Supporting Anlon’s Multi-Segment Revenue Growth CDMO / Custom Manufacturing Structural Tailwind API Revenue Impact Intermediates Revenue Impact Source Impact Global Pharma Market Growth Higher volume demand from Increased off-take of KSMs & Long-term outsourcing by (USD 4.03
Slide 27: 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 38.77 billion in 2025 and is anticipated to reach USD 84.99 billion by 2033, with a CAGR of 10
Slide 28: Future Growth Roadmap for APIs
Future Growth Roadmap for APIs ❖ The company will be ❖ APIs–intermediates mix in regulated strategically entering Industrial markets will be driving stronger & Fine Chemicals segment to revenue momentum in FY26. expand it’s growth platform ❖ Actively targeting global health bodies, ❖ This initiative
Slide 29: Growth Rationale / Future Outlook
GROWTH RATIONALE / FUTURE OUTLOOK • Bizotic Lifescience and Apiqo • Launch of 7 new APIs in FY 2026-27 Organics are expected to materially across additional therapeutic categories to strengthen consolidated revenues expand addressable markets. and enhance backward integration • Diversification into
Slide 30: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT Particulars (In INR crs) FY24 FY25 FY26 Revenues 66.58 120.29 171.97 Other Income 0.11 0.17 0.26 Total Income 66.69 120.46 172.22 Raw Material Expenses 33.66 74.59 105.10 Employee Benefits Expense 4.78 4.88 5.54 Other Expenses 12.68 8.61 13.81 Total Expenditure 51.12 88
Slide 31: Consolidated Income Statement Q1 FY27
CONSOLIDATED INCOME STATEMENT Particulars (In INR crs) Q1FY27 Q1FY26 Revenues 87.56 33.30 Other Income 0.06 0.02 Total Income 87.62 33.31 Raw Material Expenses 66.08 24.22 Employee Benefits Expense 1.95 1.22 Other Expenses 3.94 1.61 Total Expenditure 71.97 27.06 EBITDA 15.65 6.26 EBIDTA Margin (%) 1
Slide 32: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET Equities & Liabilities (In INR Crs) FY24 FY25 FY26 Assets FY24 FY25 FY26 Equity 16.00 39.85 53.15 Non Current Assets Other Equity 5.03 40.57 201.64 Fixed Assets 27.30 22.82 57.76 Net Worth 21.03 80.42 254.79 Deferred Tax Assets 0.00 0.00 0.00 Non Current Liabilities Other
Slide 33: Key Financial Metrics (1/3)
KEY FINANCIAL METRICS (1/3) Total Income (INR Crs) EBITDA (INR Cr) & EBITDA Margins (%) PAT (INR Cr) & PAT Margins (%) 172.22 60. 00 29. 00% 35. 00 16.89% 17. 50% 27.74% 28. 00% 29.09 17. 00% 47.77 30. 00 50. 00 26.88% 17.03% 16. 50% 27. 00% 120.46 25. 00 20.52 16. 00% 40. 00 32.38 26. 00% 20. 00 15
Slide 34: Consolidated Key Financial Metrics (2/2)
CONSOLIDATED KEY FINANCIAL METRICS (2/2) Total Income (INR Crs) EBITDA (INR Crs) 87.62 15.65 33.31 6.26 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 PAT (INR Crs) 8.28 3.55 Q1 FY26 Q1 FY27 INVESTOR PRESENTATION 33
Slide 35: Stock Data & Shareholding Pattern
STOCK DATA & SHAREHOLDING PATTERN As on 04-08-2026 Shareholding Pattern (In %) BSE: Share Price ₹ 14.58 Market Capitalization ₹ Cr 774.95 Promoter & Promoter Group No. of Share Outstanding 53,15,15,000 47.32 52.68 Face Value ₹ 2.00 Public 52 Week High ₹ 17.20 52 Week Low ₹ 8.70 Source: BSE INVESTOR
Slide 36: Thank You
THANK YOU Anlon Healthcare Limited Confideleap Partners Registered Office101/102-Silver Coin Complex, 103-8, Lodha Eternis, MIDC, Andheri East, Opp. Crystal Mall, Kalawad Road,Rajkot Mumbai 400093 Maharashtra, India. 360005, Gujarat (INDIA) Phone: +91 85911 45959 Phone: +91 281-2561 340, +91 281-256