| Management target | Revenue 11.0% FY27 |
|---|
| Revenue growth | 6.4% YoY growth; Non-GPL offset 52.6% GPL decline. |
|---|---|
| Margins | Gross margins hit 60.2%; EBITDA margins expanded to 36.6%. |
| Demand visibility | Strong momentum in chronic therapies and new product pipeline. |
| Management confidence | Confident but conservative due to geopolitical raw material risks. |
Growth
Non-GPL business grew 26.5% YoY; EBITDA margins expanded 650 bps to 36.6% via favorable product mix.
Outlook
Management guides for 10-12% revenue growth in FY27 and 30-32% EBITDA margins.
Risks
GPL inventory rationalization remains a drag; geopolitical conflict impacts raw material/solvent costs.
Last quarter's promises, checked
Delivered
- Guided 30-32% EBITDA margin → delivered 36.6% (= BEAT)
- Guided Solapur Phase 1 operational Q2 FY27 → delivered Q3 FY27 (= BEAT)
- Guided net debt-free position → delivered debt-free with ₹880Cr cash (= BEAT)
Partly delivered
- Guided 2 new CDMO contracts in H2 FY27 → currently adding 2 in early H2 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ALIVUS. Summary written with AI assistance from 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.
More from Alivus Life Sciences Ltd
All →Alivus Life Sciences Merger & Restructuring Worth ₹0.9 Cr
Alivus Life Sciences incorporated a wholly owned pharma subsidiary in Brazil. The company subscribes up to R$500,000 (₹0.90 Cr) for 100% of the new entity.
- Value
- ₹0.90 Cr
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.
Alivus Life Sciences Investor Presentation: Key Takeaways
Alivus Life Sciences delivered strong Q1FY27 performance with revenue at ₹6,404 Mn and EBITDA margins expanding to 36.6%. The company is pivoting towards Non-GPL segments and CDMO growth.
- Call
- Guides 11% growth
Alivus Life Sciences Q1 FY27 Results: Net Profit ₹160.1 Cr, Up 31.8% YoY
Alivus Life Sciences Ltd reported revenue from operations of ₹640.4 Cr (+6.4% YoY) and net profit of ₹160.1 Cr (+31.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹160.1 Cr · +31.8% YoY
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.
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.