Q1 2027 Alembic Pharmaceuticals Ltd Earnings Call Transcript

Aug 4, 2026 / 12:00 PM GMT

Release Date Price: ₹809.6 (+0.43%)

Transcript

Key Points

Positve

Consolidated revenue grew 26% year-on-year, driven by broad-based growth across all major businesses.
International generics business grew 37% YoY, supported by volume growth, new launches, and improved manufacturing asset utilization.
API business delivered strong 33% YoY growth, exceeding initial guidance and supported by long-term growth drivers.
US generics business saw 49% YoY growth, aided by bosutinib exclusivity and a robust launch pipeline with 10 approvals and 4 filings in Q1.
Company raised FY27 growth outlook for US generics to mid-to-high teens and overall company growth to mid-teens, reflecting strong momentum.

Negative

Pricing pressure remains in the US generics market, with potential for significant erosion post-exclusivity periods.
US branded specialty business is still in soft launch phase, causing margin dilution of about 150 basis points for FY27.
Gross margins were impacted by rising solvent prices, product mix changes, and under-absorption due to maintenance upgrades in a facility.
India branded business growth (7%) remains below market, with management expecting a couple of quarters to see improvement from new leadership.
Higher depreciation and interest costs due to US branded product acquisitions and increased working capital, impacting profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALEM.NS - Alembic Pharmaceuticals Ltd
Q1 2027 Alembic Pharmaceuticals Ltd Earnings Call
Aug 04, 2026 / 12:00PM GMT

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Ladies and gentlemen, good day and welcome to the Q1F527, earnings conference call of Alembic Pharmaceuticals Limited.

As a reminder, conference call is only for analysts, institutional investors.

All participants will be in a listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing star, then ringing a touchtone phone.

Please note that this conference is being recorded.

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