Q3 2026 Alivus Life Sciences Ltd Earnings Call Transcript
Key Points
- Alivus Life Sciences Ltd (BOM:543322) reported its highest ever quarterly revenue of INR673 crore, marking a growth of 14.4% quarter-on-quarter and 4.8% year-on-year.
- The company's EBITDA margin for the quarter was 36.4%, up 510 basis points year-on-year, driven by new product launches, favorable product mix, and enhanced operational efficiencies.
- The CDMO segment showed a strong recovery with a revenue growth of 100% quarter-on-quarter and 85.3% year-on-year.
- Alivus Life Sciences Ltd remains a net debt-free company with strong free cash flow generation of INR221 crore in 9 months FY26 and cash and cash equivalents of INR733 crore.
- The company has a robust pipeline with 595 DMF and CEP filings globally and is progressing well with its expansion initiatives at Solapur, Ankleshwar, and Dahej.
- There is a slight delay in the Solapur capacity expansion, which is now expected to start operations by July of this year.
- The company is facing price erosion in its mature product portfolio, with a guided margin erosion of 4% to 4.5%.
- Despite the significant increase in reactor capacity, the company is only projecting high single-digit revenue growth, indicating potential underutilization of new capacity.
- The CDMO business, while recovering, still faces challenges in scaling up to larger deal sizes compared to some competitors.
- Geopolitical risks and currency fluctuations, particularly the strengthening of the renminbi against the dollar, pose potential challenges to the company's cost structure.
Ladies and gentlemen, good evening, and welcome to Alivus Life Sciences Limited Q3 FY26 conference call. (Operator Instructions)
I now hand the conference over to Ms. Soumi Rao from Alivus Life Sciences. Thank you, and over to you, Ms. Rao.
Good evening, everyone. I welcome you all to the earnings call of Alivus Life Sciences Limited for the quarter ended December 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 December 31, 2025. We have released it 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.
Now I'd like to draw your attention to the fact that some of the information shared as part of this call, especially information with respect to our plans and strategy, may contain certain forward-looking statements that involve risks and uncertainties. These statements are
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