Q2 2026 Alkem Laboratories Ltd Earnings Call Transcript
Key Points
- Alkem Laboratories Ltd (BOM:539523) reported a robust YoY revenue growth of 17.2%, reaching an all-time high of INR40,010 million.
- The company achieved significant growth in the US market with a 28% YoY increase in sales, reaching INR7,649 million.
- Alkem Laboratories Ltd (BOM:539523) became the number one company in the Acute segment in the domestic market according to IQVIA SSA data for Q2 FY26.
- EBITDA grew by 22.3% YoY to INR9,208 million, resulting in an EBITDA margin of 23%.
- The company outperformed the Indian Pharmaceutical Market (IPM) in six out of eleven therapies, showcasing strong market performance.
- The company anticipates higher operational expenses in H2 due to the operationalization of the US CDMO plant, which is expected to incur INR50 crore to INR60 crore per quarter.
- There is a significant impact from the GST revision, particularly affecting the Sikkim facility, resulting in an expected INR50 crore to INR60 crore impact in H2.
- The Medtech segment reported an EBITDA loss of around INR5.5 crore, indicating challenges in achieving profitability.
- R&D expenses were lower than expected at 3.3% of total revenue, below the anticipated 4.5% to 5% range.
- The company faces potential pricing erosion in the US market, particularly with new launches, which could impact future revenue growth.
Ladies and gentlemen, good day, and welcome to the Alkem Labs Q2 FY26 results, hosted by Motilal Oswal Financial Services Limited. (Operator Instructions) 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, Anjali. Good evening, and warm welcome for second quarter FY26 earnings call of Alkem Laboratories.
From the management side, we have Mr. Vika Gupta, CEO; Mr. Nitin Agarwal, CFO; and Ms. Purvi Shah, Head of Investor Relations.
Over to you, Purvi.
Good evening, everyone. On behalf of Alkem, we welcome you all to today's quarter two FY26 results call.
So earlier today, we released our financial results, press release and results presentation, all of which are available on our website and also have been filed with the stock exchanges. So we hope you've had a chance to
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
