Q4 2025 Alivus Life Sciences Ltd Earnings Call Transcript
Key Points
- Alivus Life Sciences Ltd (BOM:543322) reported a strong revenue growth of 21.1% year-on-year for Q4 FY25, reaching INR650 crores.
- The company achieved an impressive EBITDA margin of 32.1% for the quarter, up 520 basis points year-on-year.
- Geographical growth was well-distributed, with significant contributions from India, Europe, Japan, and the Rest of the World (ROW).
- The company maintained a robust pipeline with 561 DMF and CEP filings globally, indicating strong future growth potential.
- Alivus Life Sciences Ltd remains debt-free and generated strong cash flow from operations, with cash and cash equivalents of INR549 crores as of March 31, 2025.
- The US market is experiencing slower-than-expected growth due to external challenges and customer destocking.
- The CDMO segment showed soft performance during the year, attributed to the cyclical nature of demand.
- Working capital increased to 192 days due to higher debtor sales, particularly from the GPL business.
- The company anticipates high single-digit revenue growth for FY26 due to pricing pressures, despite expecting mid-teen volume growth.
- There is a potential risk of price erosion, particularly for newer products, which could impact overall profitability.
Ladies and gentlemen, good day, and welcome to Alivus Life Sciences Limited, formerly Glenmark Life Sciences Limited Q4 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Soumi Rao from Alivus Life Sciences. Thank you, and over to you, Ms Rao.
Good morning, everyone. I welcome you all to the earnings call of Alivus Life Sciences Limited for the quarter and year ended March 31, 2025. From Alivus Life Sciences, we have with us Dr. Yasir Rawjee, our MD and CEO; and Mr. Tushar Mistry, our CFO.
Our Board has approved the results for the quarter ended March 31, 2025. We have released the same to the stock exchanges and updated it on our website. Please note that the recording and transcript of this call will be available on the website of the company.
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