Alivus Life Sciences Ltd (BOM:543322)

Q1 2027 Alivus Life Sciences Ltd Earnings Call Transcript

Jul 30, 2026 / 03:00 AM GMT

Release Date Price: ₹1157 (+5.62%)

Transcript

Key Points

Positve

Alivus Life Sciences Ltd (BOM:543322) reported healthy revenue growth of 6.4% year-on-year, with the non-GPL business delivering strong growth of 26.5%.
Gross margins improved significantly by 510 basis points year-on-year to 60.2%, driven by favorable product mix, new launches, and operational efficiencies.
EBITDA margins saw a substantial 650 basis points year-on-year improvement to 36.6%, supported by enhanced operational efficiencies and ForEx gains.
The company maintains a robust product pipeline with 617 DMF and CEP filings globally and 29 products in the high-potential API portfolio, representing a total addressable market of $82 billion.
Alivus Life Sciences Ltd (BOM:543322) remains debt-free with a strong cash position of Rs 880 crores and generated a healthy free cash flow of Rs 90 crores in Q1 FY27.
The company is guiding for revenue growth of 10-12% in FY27 and remains confident of sustaining EBITDA margins in the 30-32% range, with potential upside to 34%.

Negative

The GPL business experienced a significant decline of 52.6% year-on-year due to inventory rationalization by a major customer, and growth is expected to remain flattish for FY27.
The CDMO business recorded only modest growth of 3.8% year-on-year, reflecting the inherently lumpy nature of the segment.
The Solapur facility has faced delays and is now expected to be operational in early Q3 of FY27, with regulatory inspections and full utilization expected to take longer.
Rising raw material prices, particularly for solvents and PSMs due to the ongoing war situation, pose a risk to margins, although the company is actively managing this.
The company's growth is expected to be skewed towards H2 FY27, indicating a weaker near-term outlook for the first half of the fiscal year.
The company is being cautious with its margin guidance due to geopolitical uncertainties and raw material price volatility, which could impact future performance.

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

ALIV.NS - Alivus Life Sciences Ltd
Q1 2027 Alivus Life Sciences Ltd Earnings Call
Jul 31, 2026 / 03:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Chairmen, good morning and welcome to the Allisis Life Sciences Limited Q1 FY27 conference call.

As a reminder, all participant lines will remain in the 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 the operator by pressing then 0 on your touchtone telephone.

Please note that this conference is being recorded.

I will now hand the conference over to Ms. Somi Rao, Senior General Manager of Life Sciences Limited for opening remarks.

Thank you and over to you.

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