ALFA Finder| Revenue guidance | 11.0% → 12.0% Raised by 1.0 percentage points |
|---|---|
| Management target | Revenue 12.0% FY27 |
| Revenue growth | 11% YoY total; India 10.3%, International 16%. |
|---|---|
| Margins | EBITDA 20.5%; target 7-8% improvement over 3-4 years. |
| Demand visibility | Positive on Chronic and Acute segments; Chronic outperforming market. |
| Management confidence | High on India outperformance and International sustainability. |
Growth
India sales at INR 2,497cr (10.3% YoY). International sales at INR 1,222cr (16% YoY). Branded generic growth was 12%.
Outlook
Guided India business growth to 12% for FY27. Gross margin guidance maintained at 66.5% to 67%. Targeting INR 400cr Occlutech sales.
Risks
Daman facility received OAI status. Trade Generics segment growth was flattish. US CDMO operations currently incur INR 60cr quarterly loss.
Last quarter's promises, checked
Delivered
- Guided 100-150bps India outperformance → delivered 10.3% vs 8-9% IPM (= BEAT)
- Guided 20-21% EBITDA margin → delivered 20.5% (= BEAT)
- Guided higher teen ROW growth → delivered 16% International (= BEAT)
Partly delivered
- Guided high single-digit US growth → delivered 16% Intl (US specifics mixed) (= PARTIAL)
Missed
- Guided trade generic improvement → delivered flattish growth (= MISS)
Investor Presentation filed with BSE, NSE: ALKEM. Summary written with AI assistance from the document.
Alkem Laboratories Ltd: key numbers
- Share price
- ₹5,334.50
- Market cap
- ₹63,782 Cr
- Revenue (annual)
- ₹14,712 Cr
- Net profit (annual)
- ₹2,302 Cr
- P/E (TTM)
- 29.6×Sector 43.8×
- Promoter holding
- 49.70%+0.00% QoQ
- FII holding
- 10.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Alkem Laboratories Ltd
All →Alkem Laboratories Merger & Restructuring Worth ₹9.56 Cr
Alkem incorporated a Saudi Arabian joint venture subsidiary, Alkem Pharma Company LLC, on 8 November 2026. It holds 51% after subscribing SAR 38.25 lakh, about ₹9.56 Crore.
- Value
- ₹9.56 Cr
Alkem Laboratories Board Meeting Date
Alkem Laboratories has scheduled its Board meeting for 12 Nov 2026 to consider Q2 and H1 FY27 unaudited results. No financial figures are disclosed in this advance notice.
Alkem Laboratories Management Change
Alkem Laboratories appointed Dr. Amrut Naik as CEO effective November 11, 2026. The Board designated him as Key Managerial Personnel at its November 3 meeting.
Alkem Laboratories Business Update
Alkem informed the exchange that US FDA completed inspection of its Mandva API facility with no Form 483 observations. The clean result confirms regulatory compliance.
Alkem Laboratories Legal & Regulatory
Alkem Laboratories has initiated a forensic audit by Grant Thornton Bharat LLP following alleged misappropriation of funds by a former employee.
Alkem Laboratories Other Announcement
Alkem Laboratories Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements. This document details the company's equity structure.