Q3 2025 Alkem Laboratories Ltd Earnings Call Transcript

Feb 7, 2025 / 10:30 AM GMT

Release Date Price: ₹5151.35 (-1.99%)

Transcript

Key Points

Positve

Alkem Laboratories Ltd (BOM:539523) reported a year-over-year growth in net profit of 5.2% for Q3 and 23.8% for the nine months of FY25.
The company achieved a positive volume growth of 1.1% in a challenging market, outperforming the market's marginal 0.3% volume growth.
Alkem Laboratories Ltd (BOM:539523) has successfully expanded its market share in 32 of its top brands on a year-over-year basis.
The company has announced strategic acquisitions in the pharmaceutical and orthopedic sectors, which are expected to enhance its market presence.
Alkem Laboratories Ltd (BOM:539523) has improved its supply chain in the US, reducing back orders from 38% to 2%, which is expected to contribute to future growth.

Negative

The company's growth in the domestic market was slightly below the market growth rate, with a reported growth of 6% against the market's 7.2%.
Alkem Laboratories Ltd (BOM:539523) faces increased competition and pricing pressure in its generic business, impacting growth.
The company experienced a significant decline in its Chilean market due to unfavorable exchange rates and tender losses.
There is an anticipated increase in expenses in Q4 due to additional filings and R&D spend, which may impact margins.
Alkem Laboratories Ltd (BOM:539523) has not launched any new products in the US market during the current quarter, which could affect growth prospects.

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

ALKE.NS - Alkem Laboratories Ltd
Q3 2025 Alkem Laboratories Ltd Earnings Call
Feb 07, 2025 / 10:30AM 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 Alan Laboratories Q3 and F 525 earnings conference call.

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.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on a touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Tushar Manudane from Motilal Oswal Financial Services.

Thank you and over to you, sir.

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Unidentified_2 [2]
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