Alivus Life Sciences Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Alivus Life Sciences reported Q1 FY'27 revenue of INR640 crores, up 6.4% year-on-year, with non-GPL business growing 26.5% while GPL business declined 52.6% due to inventory rationalization. Gross margin improved to 60.2% and EBITDA margin rose to 36.6%, aided by product mix, operational efficiency and forex gains. Management guided to full-year revenue growth of 10% to 12% and EBITDA margins in the 30% to 32% range, with growth skewed toward the second half of the year.
Alivus Life Sciences reported Q4 FY26 revenue of INR689 crores, up 6.1% year-on-year, with EBITDA margin of 34.4%, while full year FY26 revenue stood at INR2,552 crores, up 6.9%, with EBITDA margin of 33.6%, the highest in the company's history. Management attributed the margin improvement to a favorable product mix, cost management, operational efficiencies and growth in the non-GPL business, whose contribution rose to 71% of revenue in FY26. The company also discussed a fire incident at its Dahej plant, capex plans for Solapur and Ankleshwar, and CDMO business recovery during the year.