Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q1 FY27 Earnings Presentation
17 slides from Alkem Laboratories's earnings presentation, Aug 14, 2026
Slide 1: Alkem Laboratories Ltd. Q1 FY27 Results Presentation
Alkem Laboratories Ltd. Q1 FY27 Results Presentation 14th August 2026 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and underlying assumptions and
Slide 3: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY27 Company overview and journey so far 3
Slide 4: Q1 FY27 Performance at Glance
Q1 FY27 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹37,402 Mn ₹7,661 Mn / 20.5% ₹5,200 Mn / 13.9% +10.9% YoY Growth +3.7% YoY Growth -21.7% YoY Growth Geographic-wise Break-Up Salient Numbers International Business ₹57.64 Bn ₹1,502 Mn Net Cash as of 30th June 2
Slide 5: Q1 FY27 – P&L Highlights
Q1 FY27 – P&L Highlights Particulars Q1FY27 Q1FY26 YoY growth Q4FY26 QoQ growth Revenue from Operations 37,402 33,711 10.9% 36,033 3.8% Gross Profit 25,389 22,000 15.4% 23,555 7.8% Gross Profit Margin 67.9% 65.3% 65.4% EBITDA 7,661 7,391 3.7% 5,174 48.1% EBITDA Margin 20.5% 21.9% 14.4% PBT (before e
Slide 6: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY27 Company overview and journey so far 6
Slide 7: Domestic Business Performance
Domestic Business Performance Q1 FY27 sales of ₹24,978 Mn (10.3% YoY growth) Sales (in ₹ Mn) ▪ Domestic business revenue grew by 10.3% YoY to +10.3% ₹24,978 Mn from ₹ 22,650 Mn during the same period 24,978 last year. 22,650 ▪ Domestic revenue contributed 67.1% to total sales in Q1 FY27 vs. 68.2% in
Slide 8: Outpacing market growth in key focus therapies
Alkem has delivered a strong performance in Q1 FY27, outpacing the market growth in key focus therapies Outpaced the market by 100 bps, Outperformance in 7 of the key IPM focus therapies delivering 13.2% growth vs. 12.2% for IPM Therapy Class Growth YoY % Market share % IPM Rank – Value 13.2% Anti 7
Slide 9: US Business Performance
US Business Performance Q1 FY27 US Business sales of ₹7,439 Mn (6.5% YoY growth) Sales (in ₹ Mn) +6.5% 7,439 6,982 ▪ US business revenue grew by 6.5% YoY to ₹7,439 Mn from ₹ 6,982 Mn during the same period last year. ▪ US revenue contributed 20.0% to total sales in Q1 FY27. ▪ During the Q1 FY27, the
Slide 10: US Market Filing and approvals status
US Market Filing and approvals status ANDA / BLA Filings 7 5 5 5 4 2 1 1 1 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 ANDA Filed ANDA Approved BLA Filed As of June 30, 2026, the Company has filed 192 ANDAs, 2 NDAs and 1 BLA and has received 170 ANDAs approvals (including 18 tentative approvals) and 2 N
Slide 11: Non-US Business Performance
Non-US Business Performance Q1 FY27 sales of ₹4,785 Mn (34.5% YoY growth) Sales (in ₹ Mn) +34.5% 4,785 ▪ Non-US business revenue grew by 34.5% YoY to ₹4,785 Mn from ₹ 3,556 Mn during the same period last 3,556 year. ▪ Non-US revenue contributed 12.9% to total sales in Q1 FY27. ▪ The Non-US business
Slide 12: Shareholding Pattern as on June 30, 2026
Shareholding Pattern as on June 30, 2026 17.3% BSE Ticker 539523 NSE Symbol ALKEM Shares Outstanding (Mn) 120 49.7% MCap (Rs in Mn)* 665,894 33.1% Free Float MCap (Rs in Mn) 334,944 Industry Pharmaceuticals *Share Price - Rs 5,570 from NSE as of 30th June 2026 Promoter & Promoter Group Institution N
Slide 13: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY27 Company overview and journey so far 13
Slide 14: Alkem Laboratories at Glance (FY26)
Alkem Laboratories at Glance (FY26) #3 #6 Leading Player Top 3 Rank in Rank by value in In the Trade Player in 4 out of top Market Leadership Prescriptions1 IPM2 Generics segment 7 largest IPM’s TAs2 ₹1,47,123 Mn 67.8% 17 14,500+ Total Revenue3 Domestic Revenue Brand families worth Field force4 Scal
Slide 15: Strong momentum from our mega brands
Strong momentum from our mega brands has been pivotal in building robust brand franchises and consistently scaling them over the years #2 ‘PAN’ 15 Brands 36 Brands Biggest Brand family in the Among the Top 3 ranks in in the IPM Top 300 ranks IPM their CVM1 (Brands > ₹250 Mn) Building large brand fam
Slide 16: 50+ years of Alkem journey – a snapshot
50+ years of Alkem journey – a snapshot. 1973 1978 2003 2006 2007 Alkem & key subsidiaries Inception of Alkem Established the first plant First R&D facility Taxim became India's first Filed the first ANDA in Laboratories Limited at Taloja, Mumbai established at Taloja anti-infective drug to the US f
Slide 17: Thank You
THANK YOU For any queries, contact: Stay updated on Purvi Shah / Dishant Doshi Disclaimer: This is a confidential email from Alkem Laboratories Limited. The contents of this email and any attachments are solely intended for the addressee(s) and in all likelihood contain information that is legally pr