Q4 2025 Alkem Laboratories Ltd Earnings Call Transcript
Key Points
- Alkem Laboratories Ltd (BOM:539523) reported a healthy growth in its India business during Q4 FY25, with an 8.1% year-over-year increase in domestic sales.
- The company achieved an EBITDA margin expansion from 17.7% in FY24 to 19.4% in FY25, indicating improved profitability.
- Alkem Laboratories Ltd (BOM:539523) outperformed the Indian Pharmaceutical Market (IPM) in volume growth by 90 basis points, with a 2.1% increase compared to IPM's 1.2%.
- The company is seeing good traction in its international business, excluding the Americas, with several key markets contributing significantly to growth.
- Alkem Laboratories Ltd (BOM:539523) is making strategic investments in R&D and expanding its biosimilar plant, which is expected to become operational by Q2 FY26, potentially driving future revenue growth.
- The company faced challenges in the injectable segment, impacting overall performance in certain therapies.
- Gross margins for Q4 FY25 were lower compared to the previous year due to reduced production and higher expiry in some markets.
- Alkem Laboratories Ltd (BOM:539523) experienced a mid-single-digit growth in its trade generic business, which has become highly competitive.
- The US business is expected to see only mid-single-digit growth due to ongoing price erosion and market dynamics.
- The company anticipates operating losses of INR100 to INR125 crores from its new CDMO and Medtech businesses in FY26, which could impact overall profitability.
Ladies and gentlemen, good day, and welcome to the Alkem Laboratories Limited Q4 FY25 earnings conference call, hosted by Motilal Oswal Financial Services. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Tushar Manudhane from Motilal Oswal Financial Services. Thank you, and over to you, sir.
Thanks, Manav. Good evening, and warm welcome to our fourth quarter FY25 earnings call of Alkem Laboratories from the management side, we have Dr. Vikas Gupta, CEO; Mr. Nitin Agrawal, CFO; and Ms. Purvi Shah, Head of Investor Relations.
Over to you, Purvi.
Thank you, Tushar. Good evening, everyone. We appreciate you joining us for our quarter 4 and full year '25 results call. Earlier today, we've released our press release and investor presentation, all of which are available on our website and the stock exchanges. We hope you have had
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