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Earnings Call

Alivus Life Sciences Earnings Call: Key Takeaways

Alivus (formerly Glenmark Life Sciences) delivered record FY26 EBITDA margins of 33.6%, shifting successfully from GPL dependency to a more profitable non-GPL segment despite a major plant fire and global headwinds.

Why this was an Alfa AlertNot a filter event; results were in line with or slightly above management's ongoing internal performance trends.
Highlights
Revenue growth6.9% YoY revenue growth driven by non-GPL segment and new launches.
MarginsRecord 33.6% EBITDA margin due to favorable product mix and efficiency.
Demand visibilityStable demand in regulated markets; watchful of geopolitical uncertainty.
Management confidenceHigh; emphasizing resilience and successful transition under Nirma's ownership.

Growth

FY26 revenue grew 6.9% to ₹2,552cr, led by 13% non-GPL growth; EBITDA margins expanded 366bps to 33.6%.

Outlook

Planned FY27 capex of ₹540cr for Solapur and Taloja R&D; targeting 2,690 KL capacity by FY28.

Risks

Dahej plant fire caused ₹20cr loss; global supply chain disruptions and solvent cost inflation remain persistent threats.

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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