Analysts/Institutional Investor Meet/Con. Call Updates

August 12, 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: Sub: Outcome of Q1 & FY/26-27 Earnings Conference Call – Transcript Dear Sir/Madam, With reference to our letter dated July 31, 2026 related to the Earnings Conference call and pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘SEBI-LODR”), we would like to inform that the transcript of the Earnings Conference call held on Thursday, August 06, 2026 at 04:00 P.M. (IST) is attached herewith. This will also be hosted on the Company’s website at https://www.anlon.in/reports.php?subid=15&name=Investor-Meet. You are requested to take the above information on your record. Thanking You. Yours Faithfully, For ANLON HEALTHCARE LIMITED PUNITKUMAR RASADIA MANAGING DIRECTOR DIN: 06696258 ANLON HEALTHCARE LIMITED CIN No.: L24230GJ2013PLC077543 REGISTERED OFFICE: 101/102, Silver Coin Complex, Opp. Crystal Mall, Kalawad Road, Rajkot-360005, Gujarat (INDIA) PHONE NO.: +91-7069690081/82 | Email: info@anlonhealthcare.com | www.anlon.in Anlon Healthcare Limited Q1 and FY26-27 Earnings Conference Call Event Date / Time: 06/08/2026, 04:00 PM Moderator: Ladies and gentlemen, good evening and welcome to Anlon Healthcare Limited Q1 FY27 conference call hosted by ConfideLeap Partners. As a reminder, all par(cid:415)cipant lines will be in the listen-only mode and there will be an opportunity for you to ask the ques(cid:415)on a(cid:332)er the opening remark concludes. Please note the conference has been recorded. Before we begin, I would like to point out that this conference may contain forward-looking statements about a company which are based upon the belief, opinion, and expecta(cid:415)on of a company as of the date of the call. This statement does not guarantee the future performance of a company and it may involve risks and uncertain(cid:415)es that are difficult to predict. At ConfideLeap Partners, we represent the investor rela(cid:415)on for Anlon Healthcare Limited. The company is represented by Mr. Punit Rasadia, who is the chairman and managing director. I would now like to hand over the call to Mr. Punit Ji for his opening remark. Thank you, and over to you, sir. I would request everyone to be on call. We will be connec(cid:415)ng with the management in a couple of minutes. Thank you. Punit Rasadia: Am I audible? Moderator: Yes. Yes, Punit Ji, you can start with your opening remark. You're audible. Punit Rasadia: Good evening, everyone and warm welcome to Anlon Healthcare Limited Q1 FY27 earnings conference call. Thank you all for joining us today. Before I discuss our financial performance, I would like to address our EBITDA margin for the quarter as we believe it is important to provide context upfront. During Q1 FY27, our EBITDA margin moderated to approximately 17%, primarily due to two factors. First, we witnessed a sharp increase in a raw material price during the quarter due to global geopoli(cid:415)cal situa(cid:415)on, which temporarily impacted our cost structure. Second, following the acquisi(cid:415)on of Remember India Health links, its opera(cid:415)ng expense are now consolidated to Anlon's financial. Remember India Health links is currently in an investment and turnaround phase as we build and strengthen the business. This has also weighted our own consolidated margin in the near terms. We've already ini(cid:415)ated appropriate price revisions to offset the higher input cost and remain focused on driving opera(cid:415)onal efficiencies across the group. As raw material prices stabilize and the benefits of integra(cid:415)on begins to flow through, we expect EBITDA margins to gradually recover, and we are working towards stabilizing them in the 25% to 30% range during Q2 and Q3 of FY27. With the context, let me take you through our Q1 FY27 performance. On a consolidated basis, total income for a quarter stood at 87.62 crore compared to 33.31 crore in Q1 FY26, represen(cid:415)ng a significant increase driven by largely the consolida(cid:415)on of our recent acquisi(cid:415)on along with organic growth in our core businesses. EBITDA for the quarter stood at 15.65 crore compared to 6.26 crore in the corresponding quarter last year, while profit a(cid:332)er tax stood at 8.28 crore compared to 3.55 crore in Q1 FY26. While the EBITDA margin moderate for the reason I just outlined, the underlying scale of our business has expanded meaningfully. Let me now turn to the strategic development during the quarter, which are important in understanding the broader transforma(cid:415)on underway at Anlon. Q1 FY27 was transforma(cid:415)onal quarter for Anlon in terms of how we are reshaping and broadening the business. During the quarter, we completed the acquisi(cid:415)on of Remember India Health links, acquiring a 63.98% stake, with the transac(cid:415)on which was completed on 8th of the May 2026. Remember India Health links is engaged in the manufacturing and marke(cid:415)ng of finished pharmaceu(cid:415)cal formula(cid:415)on including tablet, capsule, and ointment, which provides us access to over 30 formula(cid:415)on dossiers as well. This is an important step in Anlon's evolu(cid:415)on as it marks our entry into finished dosage formula(cid:415)on. Un(cid:415)l now, our focus has largely been on pharmaceu(cid:415)cal intermediates and API, which serve as key input for the pharmaceu(cid:415)cal formula(cid:415)on. With this acquisi(cid:415)on, we are beginning to transi(cid:415)on from the API-focused manufacturer into a more integrated pharmaceu(cid:415)cal company with a presence across B2B APIs, domes(cid:415)c retail and hospital markets. Over (cid:415)me, we believe this will provide us a broader pla(cid:414)orm and strengthen our marke(cid:415)ng posi(cid:415)on. Alongside this, we con(cid:415)nue to advance our capacity expansion and backward integra(cid:415)on strategy. Apiqo Organics, which is now a subsidiary of Anlon, strengthens our backward integra(cid:415)on capabili(cid:415)es for cri(cid:415)cal pharmaceu(cid:415)cal intermediate as well as our upcoming industrial and fine chemical business as well. Apiqo provides us with a ready and established manufacturing pla(cid:414)orm, suppor(cid:415)ng improved cost compe(cid:415)(cid:415)veness and supply security, while Bizo(cid:415)c Lifesciences provides a ready-to-operate manufacturing facility reducing the execu(cid:415)on risk and (cid:415)meliness associated with se(cid:427)ng up greenfield capacity while further strengthening our regulatory readiness. Taken together, this acquisi(cid:415)on has helped expand our installed manufacturing capacity to approximately 1400 to 1600 metric ton per annum. To summarize our strategic direc(cid:415)on, Anlon is evolving from a company focused primarily on pharmaceu(cid:415)cal intermediates and API into a broader integrated pharmaceu(cid:415)cal pla(cid:414)orm spanning intermediates, APIs, custom manufacturing, finished dosage formula(cid:415)on, and industrial and fine chemical. Each acquisi(cid:415)on has been undertaken with a clear strategic purpose for backward integra(cid:415)on and cost compe(cid:415)(cid:415)veness through Apiqo, faster capacity scale-up through Bizo(cid:415)c and expansion across the pharmaceu(cid:415)cal value chain through Remember Health links. We remain confident in our mid-term growth trajectory and con(cid:415)nue to work towards our target approximately 30% revenue CAGR over the next three years, supported by our expanded manufacturing pla(cid:414)orm, regulatory capabili(cid:415)es, diversified product por(cid:414)olio, and acquisi(cid:415)on we have undertaken. As men(cid:415)oned earlier, we expect EBITDA margins to gradually no [Showing first 8,000 characters — download PDF for full document]