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Earnings Call

Alivus Life Sciences Earnings Call: Key Takeaways

Alivus reported Q4FY26 revenue of ₹6,891 Mn (6.1% YoY) and PAT of ₹1,627 Mn (14.7% YoY). Strategy shifts from Glenmark-heavy mix to non-GPL (71% of revenue) under Nirma ownership.

Why this was an Alfa AlertNot a filter event. Performance and margins are in line with or slightly above internal targets, but no massive guidance beat confirmed.
Highlights
Revenue growthFY26: 6.9% YoY; Q4FY26: 6.1% YoY.
MarginsStructural improvement; EBITDA margin expanded ~560 bps from FY24 to FY26.
Demand visibilityBroad-based momentum across key global regions like Europe and LATAM.
Management confidenceHigh; confident in high single-digit growth for FY27.

Growth

FY26 revenue grew 6.9% to ₹25,518 Mn; EBITDA surged 19.6% to ₹8,577 Mn with margins at 33.6%.

Outlook

FY27 guidance: high single-digit revenue growth and 30%+ margins. Total capacity to double to 2,690 KL by FY28.

Risks

GPL business de-grew 4.9%; higher working capital at 199 days; tariff and supply chain uncertainty noted.

Source

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

Read the document ↗

Alivus Life Sciences Ltd: key numbers

Share price
₹1,365.60
Market cap
₹16,766 Cr
Revenue (annual)
₹2,552 Cr
Net profit (annual)
₹564.5 Cr
P/E (TTM)
27.8×Sector 50.4×
Promoter holding
74.87%+0.00% QoQ
FII holding
5.54%Current quarter

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

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Annual General Meeting

Alivus Life Sciences Annual General Meeting

Alivus Life Sciences Limited successfully conducted its 15th Annual General Meeting on September 8, 2026. All resolutions proposed in the AGM notice were passed with requisite majority.