ALFA Finder| 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
- ₹1,460.60
- 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.
More from Alivus Life Sciences Ltd
All →Alivus Life Sciences Acquisition
Alivus Life Sciences signed a Shareholders' Agreement with IQGEN-X Pharma and its continuing shareholders. It governs inter se rights after the company's 76% IQGEN-X stake purchase.
Alivus Life Sciences Promoter Selling
Nirma Limited, a promoter of Alivus Life Sciences, sold 36,80,000 shares (2.99%) in the open market on 6 November 2026. Promoter holding falls from 74.73% to 71.74%.
Alivus Life Sciences Earnings Call Transcript: Key Takeaways
Alivus reported strong revenue growth driven by new products and CDMO traction, though margins were inflated by one-time income.
- Call
- Guides 11% growth
Alivus Life Sciences Employee Stock Options
Alivus Life Sciences allotted 1,95,833 equity shares to an employee who exercised ESOP options under its 2021 scheme. Paid-up capital rises to Rs. 24.59 Crore.
Alivus Life Sciences Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹6,820 Mn (+16.0% YoY), EBITDA ₹2,851 Mn (41.8% margin), PAT ₹1,968 Mn (+51.3% YoY). Non-GPL growth and CDMO pickup drove results.
Alivus Life Sciences Results Update
Alivus Life Sciences reported Q2FY27 revenue of Rs. 6,820 Mn (up 16.0% YoY) and PAT of Rs. 1,968 Mn in a press release. Investors see record EBITDA margins of 41.8% and capex progress at Solapur and Taloja.