|
10 Sep 2025 |
Alembic Pharma
|
Consensus Share Price Target
|
937.75 |
1056.64 |
- |
12.68 |
buy
|
|
|
|
|
02 Feb 2023
|
Alembic Pharma
|
ICICI Direct
|
937.75
|
550.00
|
540.95
(73.35%)
|
Target met |
Hold
|
|
|
|
|
02 Feb 2023
|
Alembic Pharma
|
ICICI Securities Limited
|
937.75
|
653.00
|
539.65
(73.77%)
|
Target met |
Buy
|
|
|
Alembic Pharma’s (Alembic) Q3FY23 overall performance was a mixed bag. Revenue grew 18.7% YoY to Rs15.1bn (I-Sec: Rs14.1bn). India business grew 11.7% YoY. API revenue was up 64.6% YoY (+10.9% QoQ) to Rs.3.3bn, partially supported by a bulk order in a certain CMO contract.
|
|
15 Nov 2022
|
Alembic Pharma
|
ICICI Securities Limited
|
937.75
|
695.00
|
646.30
(45.10%)
|
Target met |
Accumulate
|
|
|
Alembic Pharma’s (Alembic) Q2FY23 performance was broadly in line with our estimates. Revenue grew 14.1% YoY to Rs14.8bn (I-Sec: Rs14.4bn). India business (excl. one-time benefits) grew ~11% YoY.
|
|
14 Nov 2022
|
Alembic Pharma
|
ICICI Direct
|
937.75
|
625.00
|
640.00
(46.52%)
|
Target met |
Hold
|
|
|
|
|
13 Nov 2022
|
Alembic Pharma
|
Motilal Oswal
|
937.75
|
570.00
|
640.00
(46.52%)
|
Target met |
Sell
|
|
|
|
|
05 Aug 2022
|
Alembic Pharma
|
Motilal Oswal
|
937.75
|
590.00
|
672.65
(39.41%)
|
Target met |
Sell
|
|
|
|
|
05 Aug 2022
|
Alembic Pharma
|
ICICI Securities Limited
|
937.75
|
641.00
|
702.95
(33.40%)
|
Target met |
Sell
|
|
|
Alembic Pharma’s (Alembic) Q1FY23 performance was below our estimates due to sharp fall in US sales, which declined 37.3% QoQ to US$47mn on high base in Q4FY22 owing to inventory restocking, lower offtake during the quarter and continuous price erosion in the base business. India business (ex-covid) grew ~20% YoY.
|
|
05 Aug 2022
|
Alembic Pharma
|
ICICI Direct
|
937.75
|
590.00
|
672.65
(39.41%)
|
Target met |
Sell
|
|
|
|
|
04 May 2022
|
Alembic Pharma
|
ICICI Direct
|
937.75
|
720.00
|
733.85
(27.78%)
|
Target met |
Hold
|
|
|
|
|
02 May 2022
|
Alembic Pharma
|
BOB Capital Markets Ltd.
|
937.75
|
770.00
|
733.85
(27.78%)
|
Target met |
Hold
|
|
|
Q4 revenue growth at 11% YoY led by broad-based domestic uptick and 17% growth in the US; ROW declined 19% YoY
|