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Earnings Call

Alkem Laboratories Earnings Call: Key Takeaways

Alkem reported strong FY26 results with landmark INR 3,000cr+ EBITDA. Strategy focuses on chronic therapy growth in India and international expansion, particularly with the semaglutide launch.

Why this was an Alfa AlertNot a filter event. Performance and margins are in line with management's stated trajectory and guidance.
Highlights
Revenue growthFY26 13.5% YoY; Q4 14.6% YoY.
MarginsFY26 EBITDA margin at 20.4%; guided 20-21% for FY27.
Demand visibilityStrong traction in chronic segments and international markets.
Management confidenceHigh; citing landmark year and successful new launches.

Growth

Q4 revenue grew 14.6% YoY to INR 36,033m. FY26 revenue at INR 147,123m (up 13.5%) with 20.4% EBITDA margins.

Outlook

Targets 100-150 bps outperformance over Indian Pharma Market growth. FY27 EBITDA margins guided between 20-21%.

Risks

Geopolitical instability, increased logistics costs, and pricing pressure on APIs and packaging materials.

Source

Earnings Call filed with BSE, NSE: ALKEM. Summary written with AI assistance from the document.

Read the document ↗

Alkem Laboratories Ltd: key numbers

Share price
₹5,274.00
Market cap
₹63,059 Cr
Revenue (annual)
₹14,712 Cr
Net profit (annual)
₹2,302 Cr
P/E (TTM)
29.2×Sector 50.4×
Promoter holding
49.70%-1.50% QoQ
FII holding
10.42%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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