Alivus Life Sciences Ltd (NSE:ALIVUS)

Q4 2026 Alivus Life Sciences Ltd Earnings Call Transcript

May 14, 2026 / 03:00 AM GMT

Release Date Price: ₹1044.6 (-1.83%)

Transcript

Key Points

Positve

Alivus Life Sciences Ltd (BOM:543322) achieved a significant milestone by completing two years under Nirma's ownership, enhancing financial strength and stability.
The company reported a strong performance in its non-GPL segment, which increased its contribution to the overall business from 59% in FY22 to 71% in FY26.
Alivus Life Sciences Ltd (BOM:543322) improved its EBITDA margins to 33.6%, the highest in its history, driven by a favorable product mix and operational efficiencies.
The company added 11 new products and 49 new customers during FY26, expanding its portfolio to 176 unique molecules and its customer base to about 900.
Alivus Life Sciences Ltd (BOM:543322) maintained a net debt-free position and generated healthy cash flows, strengthening its balance sheet.

Negative

The company faced headwinds such as uncertainties around tariffs, regulatory shifts, and elevated logistics and energy costs, impacting supply chains.
A fire incident at the Dahesh plant resulted in a loss of 20 crores, impacting other expenses.
The company experienced a price erosion of about 5.5% in its non-GPL, non-CDMO business.
There are ongoing geopolitical conflicts and uncertainties around global demand, which require the company to remain watchful of the external environment.
The asset turnover ratio is expected to temporarily decrease as new facilities come online, impacting short-term efficiency metrics.

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

ALIV.NS - Alivus Life Sciences Ltd
Q4 2026 Alivus Life Sciences Ltd Earnings Call
May 15, 2026 / 03:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 FY26 Earnings Conference Call for Alivis Life Sciences Limited, formerly known as Glenmark Life Sciences Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation continues.

Should you need assistance during this conference call.

Please signal an operator by pressing star, then zero on it at stone four.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Chaumi Rao.

Thank you, and over to you, ma'am.

-----------------------------------------------------------------------

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