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Earnings Call

Alivus Life Sciences Earnings Call: Key Takeaways

Alivus (ex-Glenmark Life Sciences) reported strong Q4FY26 results with record 33.6% EBITDA margins, driven by non-GPL growth (71% of business) and CDMO recovery.

Highlights
Revenue growth6.9% YoY for FY26; non-GPL business grew 13%.
MarginsRecord 33.6% FY26 EBITDA margin, up 360bps YoY.
Order bookClosing 2 new CDMO deals expected in H2 FY27.
Demand visibilityPretty good across regulated markets and CDMO segment.
Management confidenceHigh; confident in sustaining 30-32% margins despite headwinds.

Growth

FY26 revenue grew 6.9% to ₹2,552cr; PAT stood at ₹565cr with 22.1% margins; EBITDA up 19.6% YoY.

Outlook

Guided 30-32% EBITDA margins; ₹540cr FY27 capex plan; Solapur Phase 1 operational by Q2 FY27.

Risks

Geopolitical conflicts impacting supply chains, elevated logistics/energy costs, and raw material price inflation (solvents).

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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