Alembic Pharmaceuticals Limited · NSE:APLLTD
Alembic Pharmaceuticals — Q2 FY27 Earnings Presentation
23 slides from Alembic Pharmaceuticals's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter for investor presentation
4th November, 2026 To, To, The Manager, The Manager, Department of Corporate Services, Listing Department, BSE Limited National Stock Exchange of India Ltd. P. J. Towers, Dalal Street, ‘Exchange Plaza’, Bandra Kurla Complex, Fort, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 533573 NSE
Slide 2: Alembic Pharmaceuticals Limited Investor Presentation Q2 FY27
Alembic Pharmaceuticals Limited Investor Presentation Q2 FY27
Slide 3: 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 4: Q2FY27 financial performance
Q2FY27 financial performance REVENUE EBITDA MARGIN PAT GROSS MARGIN R&D SPEND ₹26.03 bn +520 bps ₹3.35 bn 73.7% 8% +36% YoY ₹5.78 bn; +78% YoY +81% YoY +70 bps YoY of revenue 36% Core margin Execution Revenue growth expansion momentum across markets All businesses registered double digit growth marg
Slide 5: Robust growth trajectory across businesses
Robust growth trajectory across businesses INR Bn Business Q2 FY26 Q2 FY27 Y-o-Y Q1 FY27 Q-o-Q H1 FY26 H1 FY27 Y-o-Y Formulations India Branded Business 6.39 7.25 14% 6.42 13% 12.38 13.67 10% US 5.66 10.03 77% 7.78 29% 10.89 17.81 64% Ex-US 3.92 4.40 12% 3.83 15% 7.19 8.23 14% API 3.14 4.36 39% 3.46
Slide 6: India Branded Business (1/2)
India Branded Business (1/2) Revenue Q2 FY27 Growth: 14% INR Bn Revenue Trend CAGR: 6% INR Bn 7.25 6.39 23.39 24.58 1.69 22.00 20.63 1.38 19.26 1.77 Animal Health 1.78 3.79 Acute 3.23 Specialty Q2FY26 Q2FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q2 FY27 11% y-y growth in Human Health portfolio Anti I
Slide 7: India Branded business (2/2)
India Branded business (2/2) Top Brands with Rank and Market Share Driving overall Prescription business BRANDS Rank MS% BRANDS Rank MS% 133.2 137.6 Q2 Q2 Q2 Q2 FY 27* FY 27* FY 27* FY 27* 0.244 0.249 AZITHRAL 1 31.0 FREEGO 2 9.4 ALTHROCIN 1 88.2 WIKORYL 3 9.3 CRINA-NCR 1 32.9 ISOFIT 3 5.8 ROXID 1 9
Slide 8: Animal Health Business
Animal Health Business Revenue Q2 FY27 Growth: 23% INR Bn Revenue Trend CAGR: 22% INR Bn 5.19 4.31 3.55 2.81 1.69 2.32 1.38 Q2FY26 Q2FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q2 FY27 A well-established portfolio of strong brands continues to drive growth- operates in the Livestock, Poultry, and Comp
Slide 9: US Business
US Business Revenue Q2 FY27 Growth: 77% INR Bn Revenue Trend CAGR: 7% INR Bn 22.06 19.57 16.66 17.3 15.72 10.03 5.66 Q2FY26 Q2FY27 FY22 FY23 FY24 FY25 FY26 Approved ANDAs 10 products launched in H1 FY27 with a total number of 188 products commercialized as on date. Total 245* 22 2 Strong and wel
Slide 10: Ex-US Business
Ex-US Business Revenue Q2 FY27 Revenue Trend INR Bn Growth: 12% INR Bn CAGR: 18% 14.94 4.40 3.92 12.43 10.52 Q2FY26 Q2FY27 8.52 7.75 Growth led by Europe, supported by Canada and Emerging market including Chile Leveraging US product portfolio and regulatory approved facilities enabling expansion
Slide 11: API Business
API Business Revenue Q2 FY27 Growth: 39% Revenue Trend INR Bn CAGR: 6% INR Bn 12.46 11.66 11.87 4.36 11.33 3.14 9.39 Q2FY26 Q2FY27 Volume led growth underpinned by healthy customer demand. 1 US DMF filed in Q2 FY27. 153 Cumulative DMF filings with the US FDA Continued focus on cost efficiency
Slide 12: R&D: Continued investment in building product pipelines
R&D Dosage Form-wise ANDA Approval and Launch – H1 FY27 Continued investment in building product pipelines INR Bn *Approval (11) Launched (10) 15.8% 7 6 6 12.8% 5 9.6% 5 4 7.8% R&D Spend 7.6% 3 2 2 2 2 8.4 2 7.2 7.1 1 1 4.8 5.2 1 0 OSD OSD-Onco Injectables Derma *Approval Includes 2 Tentative approv
Slide 13: Financials Summary – Profit & Loss statement
Financials Summary – Profit & Loss statement INR Bn Particulars Q-2 FY26 Q-1 FY27 Q-2 FY27 YoY(%) QoQ(%) H1 FY26 H1 FY27 YoY(%) Revenue from Operations 19.10 21.50 26.03 36% 21% 36.21 47.53 31% Other Income 0.07 0.15 0.15 0.13 0.30 124% Total Income 19.17 21.65 26.19 37% 21% 36.34 47.83 32% Material
Slide 14: Financials Summary – Balance sheet
Financials Summary – Balance sheet INR Bn As at 31st March, As at 30th 2026 September, 2026 Non-current assets Property, plant and equipment 28.44 29.14 Capital work-in-progress 6.34 5.43 Other Intangible assets 2.37 3.28 Intangible assets under development 0.50 0.51 Financial Assets 1.41 1.53 Defer
Slide 15: Company Overview
Company Overview Alembic Pharmaceuticals Ltd. Investor Presentation Q2 FY27
Slide 16: Company at a Glance
Company at a Glance Mission Team Size ANDA Filings R&D Centers Manufacturing Facilities Improve Healthcare with 17,200+ 283 (Sep 30,2026) 2 9 innovation, commitment and Trust Prescribers in India Field Force Brands Net Zero Target Generics Formulation in the USA ~2,49,000 5,800+ 209 2050 188 Alembic
Slide 17: Value Proposition
Value Proposition Developing a specialty Supplying APIs to 60+ Exploring opportunities Established presence in drug pipeline for India countries globally in Injectables Chile & UAE 20 Ranks 20th in the Indian Expanding product Strengthening presence Consistent dividend formulations market portfolio
Slide 18: The Journey
The Journey 2012 Formed a JV, 2026 Rhizen , for NCE 2019 2006 Research • Expanded into Azithral crossed the US branded FDA- Rs . 250 crore 2007 footprint through approved mark as per ORG API facility Acquired Dabur’s Alembic IMS, MAT Dec Therapeutics. Indian Cardiology, 2019 GI & Gynecology 2013 • F
Slide 19: Robust Infrastructure
Robust Infrastructure Product brand logo Location 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 & Feb’26 Ophthalmic F2 - Panelav F3 - Karkhadi F4 - Ja
Slide 20: ESG: Goals on Track & Key Achievements
ESG: Goals on Track & Key Achievements Water Neutrality by 50,000 Tree Plantation Net Zero by 2050 COM M I T MENT 2027 by 2027 63% Emission Reduction by 2034 90% Emission Reduction by 2050 PRO GRE SS 10.7% 100% 80% Absolute GHG emission reduction (Scope 1, 2 & 3) Water neutrality achieved (Water Pos
Slide 21: Yearly Financials
Yearly Financials INR Bn Revenue EBIDTA Net Profit 73.45 66.72 11.77 6.75 62.29 10.53 6.16 56.53 9.61 5.84 4.97 # 7.79 # FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 EBIDTA margin % Capex ROCE % 16% 16% * 16% 5.75 15%* 15%* 15% 4.12 4.32 14% *# 3.45 14% # FY23 FY24 FY25 FY26 FY23 FY24
Slide 22: Awards and Ratings
Awards and Ratings “Best Overall Sustainable Performance” award at The “Sustainability Champion of the Year 2025” award at 25th Gujarat State Leadership Awards 2026 (10th Edition) by Environment and Sustainability Awards 2026 organized by World Leadership Congress & Awards. renowned Greentech Founda
Slide 23: Thank You
Thank You For further queries, please contact: Investor Relations Advisors Ms. Isha Lamba Adfactors PR Pvt. Ltd. isha.lamba@alembic.co.in 022-6695 1652 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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