Alembic Pharmaceuticals Limited · NSE:APLLTD
Alembic Pharmaceuticals — Q3 FY26 Earnings Presentation
20 slides from Alembic Pharmaceuticals's earnings presentation, February 2026
Slide 1: Alembic Pharmaceuticals Limited
Alembic Pharmaceuticals Limited Investor Presentation Q3 FY26
Slide 2: Safe Harbour Statement
Safe Harbour Statement The materials and information presented herein may include forward looking statements , which reflect current expectations, projections, and assumptions. These statements are inherently subject to risks and uncertainties that could cause actual results or outcomes to differ ma
Slide 3: Quarterly Snapshot
Quarterly Snapshot Key Highlights Revenue INR 18.76 Bn India Branded Business +11% YoY Achieved a 6% YoY growth with quarterly revenues of INR 6.52 billion. US Generics EBIDTA INR 3.08 Bn Reported a 6% YoY increase driven by key product launches and market share +14% YoY EBIDTA Margin ~16% gains in
Slide 4: Revenue Summary
Revenue Summary INR Bn Business Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Formulations India Branded Business 6.52 6.14 6% 6.39 2% 18.90 17.95 5% US Generics 5.53 5.21 6% 5.66 -2% 16.42 14.49 13% Ex-US Generics 4.06 2.99 36% 3.92 4% 11.26 8.68 30% API 2.64 2.59 2% 3.14 -16% 8.39 7.91
Slide 5: India Branded Business – Performance
India Branded Business – Performance Revenue Q3 FY26 Growth: 6% Revenue in Past 5 Years CAGR: 12% INR Bn 23.39 6.52 22.00 6.14 20.63 19.26 19% 22% 14.96 Animal Health 28% 28% Acute 53% 51% Specialty Q2FY25 Q2FY26 FY21 FY22 FY23 FY24 FY25 Sales Mix Q3 FY26 > Alembic is ranked 21st in the Indian Pharm
Slide 6: India Branded Business – Rx Driven Rankings
India Branded Business – Rx Driven Rankings Top Brands with Rank and Market Share Driving Overall Prescription Business BRANDS Rank MS% 135.2 BRANDS Rank MS% Q3 128.1 Q3 FY 26* Q3 Q3 FY 26* FY 26* FY 26* 0.243 0.236 WIKORYL 3 10.4 AZITHRAL 1 31.7 ALTHROCIN 1 86.3 BROZEET-LS 3 6.3 CRINA-NCR 1 29.6 IS
Slide 7: Animal Health Business
Animal Health Business Revenue Q3 FY26 Growth: 22% INR Mn Revenue in Past 5 Years CAGR: 24% INR Mn 4305 3553 2860 1429 2320 1180 1841 1172 Q3FY25 Q3FY26 FY21 FY22 FY23 FY24 FY25 Sales Mix Q3 FY26 > Alembic operates in the Livestock, Poultry, and Companion Animal Feed Supplement segments. > Market le
Slide 8: US Generics Business
US Generics Business Revenue Q3 FY26 Growth: 6% INR Bn Revenue in Past 5 Years INR Bn 21.63 19.57 16.66 17.30 15.72 5.53 5.21 Q3FY25 Q3FY26 FY21 FY22 FY23 FY24 FY25 Approved ANDAs > Well-established US front-end with a strong customer base. Total 232* * Includes 20 Tentative Approvals > 9 products l
Slide 9: Ex-US Generics Business
Ex-US Generics Business Revenue Q3 FY26 Growth: 36% INR Bn Revenue in past 5 Years CAGR: 12% INR Bn 12.43 4.06 10.52 8.52 2.99 7.75 Q3FY25 Q3FY26 7.79 > Key partnerships active in Europe, Canada, Australia, Brazil, Chile and South Africa. > Pipeline of product launches and strategic market expansion
Slide 10: API Business
API Business Revenue Q3 FY26 Revenue in past 5 Years Growth: 2% INR Bn CAGR: 4% INR Bn 12.46 11.66 11.33 2.59 2.64 9.55 9.39 Q3FY25 Q3FY26 > Volume driven growth, partially offset by price erosion > 2 US DMF filed in Q3 FY26. 143 Cumulative DMF filings with the US FDA. > Persistent focus on cost eff
Slide 11: R&D
R&D Dosage Form-wise ANDA Approval and Launch – Q3 FY26 Continued investment in building product pipelines INR Bn Approval 2.5 15.8% 2 2 2 Launched 14.0% 2 12.8% 1.5 7.8% 7.6% R&D Spend 1 1 1 1 8.4 R&D % of sales 6.7 7.2 0.5 4.8 5.2 0 OSD OSD-Onco Injectables Injectables-Onco Opthalmology Derma FY21
Slide 12: Q3 Financials Summary – Profit & Loss statement
Q3 Financials Summary – Profit & Loss statement INR Bn Particulars Q-3 FY25 Q-2 FY26 Q-3 FY26 YoY(%) QoQ(%) 9M FY 25 9M FY 26 YoY(%) Revenue from Operations 16.93 19.10 18.76 11% -2% 49.02 54.97 12% Other Income 0.10 0.07 0.15 0.28 0.29 2% Total Income 17.02 19.17 18.92 11% -1% 49.31 55.26 12% Mater
Slide 13: Yearly Financials
Yearly Financials INR Bn Revenue EBIDTA Net Profit 6.65 10.53 10.53 6.16 66.72 9.61 # 5.84 62.29 56.53 4.97 # 53.06 7.79 # FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 EBIDTA margin % Capex ROCE % 20% 5.75 25% * 16% 4.67 14% # 15% # 4.12 3.45 15% *# 16%*# 14%*# FY22 FY23 FY24 FY25 FY2
Slide 14: Sustainability – Alembic's ESG Targets
Sustainability >A l e m b i c ’ s E S G Ta r g e t s Net Zero by 2050 • 63% GHG Emission reduction by 2034 Water Neutrality by 2027 50,000 trees by 2027 • 90% GHG Emission reduction by 2050 (Approved by SBTi) Environment Social Governance • We are one of the 10 Indian Pharma companies with approved
Slide 15: Company Overview
Company Overview Alembic Pharmaceuticals Ltd. Investor Presentation Q3 FY26
Slide 16: Company at a Glance
Company at a Glance Mission Team Size ANDA Filings R&D Centers Manufacturing Facilities Improve Healthcare with 16,500+ 270 (Dec 31,2025) 2 10 innovation, commitment and Trust Prescribers in India Field Force Brands Net Zero Target Products in the USA 2,43,000 5,500+ 211 2050 172 Alembic Pharmaceuti
Slide 17: Value Proposition
Value Proposition Developing a specialty drug Supplying APIs to 60+ countries pipeline for India globally Established presence in Chile & Exploring opportunities in UAE Injectables Ranks 21th in the Indian Expanding product portfolio in the formulations market USA Consistent, high dividend payout St
Slide 18: The Journey
The Journey 2012 Formed a JV, Rhizen , for 2025 2006 Indore facility NCE Research FDA- Commissioned 2007 & approved API facility Acquired Acquired Utility Dabur’s Indian Therapeutics Cardiology, GI & 2013 Limited 1907 Gynecology 2010 Launched first 2013 2023 brands NDA with a Established by Pharmace
Slide 19: Robust Infrastructure
Robust Infrastructure Product brand logo Dosage Form Last USFDA Audit International Generics F1 - Panelav General Oral Solids July’24 F2 - Panelav Oncology Oral Solids Mar’24 Oncology Injectables Oct’24 F3 - Karkhadi General Injectables Mar’23 Ophthalmic F2 - Panelav F3 - Karkhadi F4 - Jarod General
Slide 20: Thank You
Thank You For further queries, please contact: Investor Relations Advisors Mr. Ajay Desai Adfactors PR Pvt. Ltd. ajay.desai@alembic.co.in 022-6695 3681 Snighter Albuquerque snighter.a@adfactorspr.com Darshan Mankad darshan.mankad@adfactorspr.com 2nd Floor, Prime Corporate Park Sahar Road, Andheri Ea
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