Conference Call with Alkem Laboratories Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript. Management in attendance
Pharmaceuticals company Alkem Laboratories announced Q2FY26 results Total Revenue from Operations was Rs 40,010 million, with YoY growth of 17.2%. India sales were Rs 27,660 million, YoY growth of 12.4%. International sales were Rs 11,890 million, with YoY growth of 29.5%. Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were Rs 9,208 million, resulting in an EBITDA margin of 23.0% vs 22.0% in Q2FY25. EBITDA grew by 22.3% YoY. R&D; expenses for Q2FY26 were Rs 1,302 million, or 3.3% of total revenue from operations, vs Rs 1,465 million in Q2FY25 at 4.3% of total revenue from operations. Profit before tax was Rs 8,958 million, YoY growth of 14.8%. Net Profit (after Minority Interest) was Rs 7,651 million, YoY growth of 11.1%. According to IQVIA (SSA) data, for Q2FY26: In the Acute segment, Alkem became the number one company in IPM this quarter. The Company registered a growth of 6.4% YoY in-line with the Indian Pharmaceutical Market (IPM), which also grew by 6.4%. Vikas Gupta, CEO, Alkem, said: “Q2FY26 has been another strong quarter for us, marked by robust growth across India, the US, and key international markets. We also saw healthy traction in new product launches across markets. The GST revision is a positive step, and we adapted swiftly to ensure a seamless transition. Our improved gross margins and operating leverage have contributed to a stronger EBITDA profile. As we look ahead, we remain focused on accelerating growth and continue to strengthen our presence in key markets.” Result PDF