Conference Call with Alkem Laboratories Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Pharmaceuticals company Alkem Laboratories announced Q1FY26 results Total Revenue from Operations was Rs 33,711 million, with YoY growth of 11.2%. EBITDA were Rs 7,391 million, resulting in an EBITDA margin of 21.9% vs 20.1% in Q1FY25, EBITDA grew by 21.4% YoY. Profit before tax before exceptional items was Rs 7,581 million, YoY growth of 22.4%. Net Profit (after Minority Interest) was Rs 6,643 million, YoY growth of 21.8%. R&D; expenses for Q1FY26 were Rs 1,184 million, or 3.5% of total revenue from operations, vs Rs 1,257 million in Q1FY25 at 4.1% of total revenue from operations. Vikas Gupta, CEO, Alkem, said: “Q1FY26 marked a strong start to the year, with healthy growth across both our domestic and international markets. Our performance was driven by strong topline growth and an improved gross margin, which resulted in a better EBITDA profile. These results reflect the disciplined execution of our strategy, focused investments, and a deliberate pivot toward value-accretive products and markets with a sharper focus on EBITDA. We are strategically accelerating our focus on the non-US business segment by strengthening our presence in high-potential non-US markets and capturing new opportunities that align with our long-term growth ambitions.” Result PDF
Pharmaceuticals company Alkem Laboratories announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Total Revenue from Operations was Rs 31,438 million, with YoY growth of 7.1%. India sales were Rs 21,355 million, YoY growth of 8.1%. International sales were Rs 9,747 million, with YoY growth of 7.2%. Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were Rs 3,913 million, resulting in an EBITDA margin of 12.4% vs. 13.7% in Q4FY24. EBITDA declined by 2.7% YoY. R&D; expenses for Q4FY25 were Rs 1,585 million, or 5.0% of total revenue from operations, compared to Rs 1,757 million in Q4FY24 at 6.0% of total revenue from operations. Profit before tax before exceptional items was Rs 3,963 million, YoY growth of 4.3%. Net Profit (after Minority Interest) was Rs 3,059 million, YoY growth of 4.2%. According to IQVIA (SSA) data, for Q4FY25: The Company registered a growth of 6.5% YoY compared to the Indian Pharmaceutical Market (IPM), which grew by 6.9%. The acute segment growth outperformed IPM by 150 bps at 7.5%. FY25 Financial Highlights: Total Revenue from Operations was Rs 129,645 million, with YoY growth of 2.3%. India sales were Rs 89,837 million, with YoY growth of 6.5%. International sales were Rs 38,210 million, with YoY de-growth of 4.5%. Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were Rs 25,122 million, resulting in an EBITDA margin of 19.4% vs. 17.7% in FY24. EBITDA increased by 11.9% YoY. R&D; expenses for FY25 were Rs 5,620 million, or 4.3% of total revenue from operations, compared to Rs 5,229 million in FY24 at 4.1% of total revenue from operations. Profit before tax before exceptional items was Rs 25,270 million, YoY growth of 17.8%. Net Profit (after Minority Interest) was Rs 21,655 million, YoY growth of 20.6%. The cash and balance at the end of 31st March, 2025, is Rs46.2 billion. According to IQVIA (SSA) data, for FY25: The Company registered a growth of 6.8% YoY compared to the Indian Pharmaceutical Market (IPM), which grew by 7.7%. The acute segment growth has outperformed IPM in FY25 by 30 bps at 6.9% Commenting on the Q4 & FY25 results, Vikas Gupta, CEO of Alkem, said, “We ended the year on a good note, with healthy growth in our India business during Q4 and improved profitability and margins for the full year. Our domestic business continues to gain momentum, reinforcing our confidence in its long-term growth trajectory. This performance is driven by strong execution and targeted initiatives across our domestic operations. In the international businesses, excluding the Americas, we are seeing good traction, with several key markets making significant contributions to our growth. As we moved forward, we remain focused on strategic growth opportunities and operational excellence to drive sustainable returns.” Result PDF