Q2 2025 Alkem Laboratories Ltd Earnings Call Transcript
Key Points
- Alkem Laboratories Ltd (BOM:539523) reported a significant improvement in EBITDA margin, increasing to 21.1% in H1 FY25 from 17.7% in H1 FY24.
- The company achieved a net profit growth of 36% year-over-year, reaching 12,338 million.
- Alkem Laboratories Ltd (BOM:539523) outperformed in six therapy areas during H1, including GIVMN, antiae, neuro, gynec, and derma.
- The company reached the second rank in the Indian Pharmaceutical Market (IPM) for the first time.
- There is a positive outlook for the US business in H2, with expectations of improved performance and profitability due to better inventory management and strategic focus on high-margin products.
- The US business experienced a significant volume decline of 18.7% and price erosion of 6% in Q2, leading to a 15% de-growth in H1.
- Alkem Laboratories Ltd (BOM:539523) lagged behind market growth in key therapies like anti-infectives, gastro, pain, and cardiac in Q2.
- The acute market, which constitutes a significant portion of the company's business, has shown sluggish growth, impacting overall performance.
- The company faced supply chain challenges in the US, resulting in lost contracts and penalties due to inability to supply products.
- There is ongoing litigation related to the launch of certain products in the US, which could delay market entry and impact revenue.
Ladies and gentlemen, good day and welcome to chem lab results earning conference call as a reminder, all part lines will be 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 an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr Tushar Manudhane.
Thank you and over to you, sir.
Thanks Joshua Good evening and a warm welcome to Q2 FY 25.
Five earnings call of laboratories. From the management side, we have.
Doctor Vikas Gupta CEO. Mr. Nitin Agarwal CFO and M Purvi Shah, Head of investor relations.
Over to you.
Be? Thank you, Tushar.
Good evening everyone. Thank you for joining us on our call for Q2 and H125.
Earlier in the day, we
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