| Revenue: guided vs achieved | 26.00% achieved Guided 10.00%–15.00%, 73.3% above the top of the range; confirmed by management |
|---|---|
| Revenue guidance | 10.0% → 15.0% Raised by 5.0 percentage points |
| Management target | Revenue 15.0% FY27 |
| Revenue growth | 26% YoY Q1 growth. |
|---|---|
| Margins | EBITDA 16%; core business improving to high-teens. |
| Demand visibility | Strong visibility in US generics segment. |
| Management confidence | High, supported by strong volume execution. |
Growth
US Generics revenue surged 49% YoY; API grew 33%; Animal Health grew 24%. Consolidated PAT rose 12% to INR 173 Cr.
Outlook
Overall FY27 revenue growth guidance raised to mid-teens; US business raised to mid-to-high teens. INR 400 Cr capex spent recently.
Risks
Pricing pressure in US generics, solvent price inflation, and 150 bps margin dilution from US branded business investments.
Last quarter's promises, checked
Delivered
- Guided low double-digit revenue growth → delivered 26% (= BEAT)
- Guided API high-single/low-double growth → delivered 33% (= BEAT)
- Guided US 10-15% growth → delivered 49% (= BEAT)
Partly delivered
- Guided 100-150 bps margin drag from US branded → delivered 150 bps (= PARTIAL)
Investor Presentation filed with BSE, NSE: APLLTD. Summary written with AI assistance from 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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