Alkem Laboratories Ltd — earnings calls

Alkem Laboratories reported Q1 FY27 revenue of INR3,740 crores, up close to 11% year-on-year, with India sales of INR2,497 crores growing 10.3% and international sales of INR1,222 crores growing 16%. EBITDA margin was 20.5%, up 3.7% year-on-year, while net profit declined 21.7% due to taxation reasons. Management discussed slower growth in the Trade Generics business, cost impacts from new hiring and the Enzene CDMO business, an OAI status at the Daman facility, and delays in the Occlutech integration and denosumab biosimilar approval.

Alkem Laboratories reported Q4 FY26 revenue of INR36,033 million, up 14.6% year-on-year, with EBITDA margin at 14.4% versus 12.4% in the prior year quarter. For FY26, total revenue from operations was INR1,47,123 million, up 13.5%, with EBITDA margin at 20.4% versus 19.4% in FY25. Management discussed the semaglutide launch, the Occlutech acquisition, cost pressures from geopolitical and supply-chain factors, and the planned transition of CEO Vikas Gupta.