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Earnings Call

Alembic Pharmaceuticals Earnings Call: Key Takeaways

Alembic Pharma delivered Q4 FY26 revenue of ₹1,838 Cr (up 4% YoY) and PAT of ₹203 Cr. FY26 revenue grew 10% YoY to ₹6,201 Cr with 25% EBITDA margins before R&D.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with steady growth expectations without material guidance beats.
Highlights
Revenue growthFY26 grew 10% YoY; FY27 guided at low double-digits.
MarginsCore margins 25%; US branded drag of 100-150 bps.
Demand visibilityStrong in Specialty, Animal Health; US branded scaling up.
Management confidenceHigh; focusing on execution-led model and specialty platform scaling.

Growth

FY26 revenue up 10%; PAT up 16% to ₹675 Cr. Q4 India growth 4%, US generic growth positive.

Outlook

FY27 guidance: low double-digit consolidated revenue growth. Targeted R&D spend ₹750-800 Cr; Capex ₹300-350 Cr.

Risks

US pricing pressure, supply chain volatility, and initial margin drag from US branded business (Pivya).

Source

Earnings Call filed with BSE, NSE: APLLTD. Summary written with AI assistance from the document.

Read the document ↗

Alembic Pharmaceuticals Ltd: key numbers

Share price
₹863.75
Market cap
₹16,978 Cr
Revenue (annual)
₹7,345 Cr
Net profit (annual)
₹674.8 Cr
P/E (TTM)
24.5×Sector 50.4×
Promoter holding
69.87%+0.13% QoQ
FII holding
4.17%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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