| Management target | Revenue 11.0% FY27 |
|---|
| Revenue growth | 6.4% YoY |
|---|---|
| Margins | EBITDA margin at 36.6% (up 650 bps YoY) |
| Demand visibility | Strong momentum across geographies in non-GPL portfolio |
| Management confidence | High; confident in momentum sustainability |
Growth
Revenue grew 6.4% YoY, while EBITDA and PAT grew 29.1% and 31.8% YoY respectively. Non-GPL business grew 26.5% YoY.
Outlook
Management guides 10-12% revenue growth for FY27 with 30-32% EBITDA margins. Significant 465 KL greenfield expansion underway at Solapur.
Risks
GPL business declined 52.6% YoY due to inventory rationalization; ongoing geopolitical uncertainties noted in regulated markets.
Last quarter's promises, checked
Delivered
- EBITDA Margin 30-32% → delivered 36.6% (= BEAT)
- Revenue Growth 5.7% CAGR (FY24-26) → delivered 6.4% YoY (= BEAT)
- Solapur Phase 1 operational Q2 FY27 → delivered on track (= BEAT)
Partly delivered
- CDMO 2 contracts in early H2 FY27 → delivered 3.8% growth (= PARTIAL)
Investor Presentation filed with NSE, NSE: ALIVUS. Summary written with AI assistance from the document.
Alivus Life Sciences Ltd: key numbers
- Share price
- ₹1,460.60
- Market cap
- ₹17,961 Cr
- Revenue (annual)
- ₹2,552 Cr
- Net profit (annual)
- ₹564.5 Cr
- P/E (TTM)
- 26.8×Sector 43.7×
- Promoter holding
- 74.85%-0.02% QoQ
- FII holding
- 5.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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