Q2 2026 Alembic Pharmaceuticals Ltd Earnings Call Transcript

Nov 4, 2025 / 10:30 AM GMT

Release Date Price: ₹960.7 (+3.95%)

Transcript

Key Points

Positve

Alembic Pharmaceuticals Ltd (BOM:533573) reported a 16% year-on-year revenue growth for Q2, driven by higher volumes and new product launches.
The company's international business showed strong performance with a 31% growth in the rest of the world markets and a 21% growth in the US market.
Alembic Pharmaceuticals Ltd (BOM:533573) completed the acquisition of Utility Therapeutics, marking its entry into the branded segment in the US market.
The company maintained a gross margin of 73% for the quarter, consistent with the previous year.
Alembic Pharmaceuticals Ltd (BOM:533573) plans to launch 4 to 5 new products in Q3 and another 4 to 5 in Q4, indicating a strong pipeline for future growth.

Negative

The company faced continued pricing pressure in the US generics and API markets.
There was a significant increase in R&D expenses by 41% year-on-year, impacting profitability.
Net debt levels increased due to borrowing for working capital and the acquisition of Utility Therapeutics.
The India branded business experienced a marginal impact on growth due to GST 2.0 implementation and festive season disruptions.
Alembic Pharmaceuticals Ltd (BOM:533573) anticipates a near-term profitability hit due to investments in the US branded segment and field force expansion.

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

ALEM.NS - Alembic Pharmaceuticals Ltd
Q2 2026 Alembic Pharmaceuticals Ltd Earnings Call
Nov 04, 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.

Welcome to Q2 and FY26 earning conference call of Allembic Pharmaceuticals Limited.

Mr. Pranav ammmen, Managing Director, Mr.

Shawnaumming, managing director, Mr.

Arike Bahiti, Executive Director, M Chief Financial Officer, Mr.

Aik Kumar Desai, senior VP of Finance.

As a reminder, all participant line will win the listen-only mode, and there will be an opportunity for you to ask question after the presentation concludes.

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

Please note that this conference is being recorded.

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