5098.5000 -196.00 (-3.70%)
NSE May 30, 2025 15:31 PM
Volume: 724.8K
High volume today

5098.50
-3.70%
Motilal Oswal
We remain positive on ALKEM due to robust ANDA pipeline/minimal regulatory risk in the US and 4QFY20 revenues grew 10.6% YoY to INR20.5b (v/s est. We expect 15% earnings CAGR over FY20-22E, led by 16%/10% sales CAGR in the US/DF generics on new launches and better traction in existing The reduced promotional expense in DF and improving profitability in the US should drive 220bp margin expansion over FY20-22E. Based on product pipeline and minimal regulatory risk in the US, we expect ALKEMs US sales to deliver 16% CAGR at ~USD420m over We cut our EPS estimates by 6%/4% for FY21/FY22E to factor in the weakness in DF segment over the near term. We expect 15% earnings CAGR over FY20-22E, led by 16%/10% sales CAGR in the US/DF generics on new launches and better traction in existing products.
BOB Capital Markets Ltd. released a Sell report for Alkem Laboratories Ltd. with a price target of 4527.0 on 30 May, 2025.
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