Alembic Pharmaceuticals Limited · NSE:APLLTD
Alembic Pharmaceuticals — Q1 FY27 Earnings Presentation
21 slides from Alembic Pharmaceuticals's earnings presentation, Aug 4, 2026
Slide 1: Exchange cover letter for investor presentation
Date: 4th August, 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
Slide 2: Alembic Pharmaceuticals Limited Investor Presentation Q1 FY27
Alembic Pharmaceuticals Limited Investor Presentation Q1 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: Quarterly Snapshot
Quarterly Snapshot Key Highlights Revenue INR 21.50 Bn +26% YoY Revenue Profitability EBIDTA before R&D India Branded Business Post R&D EBITDA +21% YOY INR 5.23 Bn +23% YoY 7% YoY growth with quarterly revenues of INR 6.42 Supported by operating leverage expansion EBIDTA Margin ~24% billion. amidst
Slide 5: Revenue Summary
Revenue Summary INR Bn Business Q1 FY26 Q1 FY27 Y-o-Y Q4 FY26 Q-o-Q Formulations India Branded Business 5.99 6.42 7% 5.68 13% US 5.23 7.78 49% 5.64 38% Ex-US 3.28 3.83 17% 3.69 4% API 2.61 3.46 33% 3.47 0% Total Revenue 17.11 21.50 26% 18.48 16% Q1 FY27 India Branded Business 16% US Formulation 30%
Slide 6: India Branded Business – Performance
India Branded Business – Performance Revenue Q1 FY27 Growth: 7% Revenue Trend CAGR: 6% INR Bn 5.99 6.42 24.58 23.39 22.00 58% 57% 20.63 19.26 23% 21% Animal Health Acute 19% 22% Speciality Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q1 FY27 > The India Branded Business recorded 7% growth with r
Slide 7: 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% Q1 BRANDS Rank MS% 137.6 Q1 FY 27* Q1 Q1 131.3 FY 27* FY 27* FY 27* 0.246 0.237 AZITHRAL 1 34.8 FREEGO 2 8.8 CRINA-NCR 1 31.7 WIKORYL 3 10.9 ALTHROCIN 1 87.8 ISOFIT
Slide 8: Animal Health Business
Animal Health Business Revenue Q1 FY27 Growth: 24% INR Mn Revenue Trend CAGR: 22% INR Mn 5191 4305 3553 2806 1410 2320 1140 Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q1 FY27 > Alembic operates in the Livestock, Poultry, and Companion Animal segments. Feed Supplement > Market leader in Haemati
Slide 9: US Business
US Business Revenue Q1 FY27 Growth: 49% INR Bn Revenue Trend CAGR: 7% INR Bn 22.06 19.57 16.66 17.3 15.72 7.78 5.23 Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Approved ANDAs > Established US front-end with a strong customer base. > 7 products launched in Q1 FY27 with a total number of 185 products Total
Slide 10: Ex-US Business
Ex-US Business Revenue Q1 FY27 Growth: 17% INR Bn Revenue Trend CAGR: 18% INR Bn 14.94 3.83 12.43 3.28 10.52 8.52 Q1FY26 Q1FY27 7.75 > Key partnerships active in Europe, Canada, Australia, Brazil, Chile and South Africa. > Achieved 17% YoY growth in Q1 by driving targeted execution, while successful
Slide 11: API Business
API Business Revenue Q1 FY26 Growth: 33% Revenue Trend INR Bn CAGR: 6% INR Bn 12.46 3.46 11.66 11.87 11.33 2.61 9.39 Q1FY26 Q1FY27 > Achieved a robust 33% YoY growth, reflecting strong market demand, customer confidence, and effective business execution. > 3 US DMF filed in Q1 FY27. 152 Cumulative D
Slide 12: R&D: Continued investment in building product pipelines
R&D Dosage Form-wise ANDA Approval and Launch – Q1 FY27 Continued investment in building product pipelines *Approval (10) INR Bn Launched (7) 15.8% 6 5 5 12.8% 9.6% 4 3 7.8% R&D Spend 3 7.6% 2 2 2 2 8.4 R&D % of sales 2 7.2 7.1 1 1 4.8 5.2 0 OSD OSD-Onco Injectables Derma *Approval Includes 2 Tentat
Slide 13: Q1 Financials Summary – Profit & Loss statement
Q1 Financials Summary – Profit & Loss statement Particulars Q-1 FY26 Q-4 FY26 Q-1 FY27 YoY(%) QoQ(%) INR Bn Revenue from Operations 17.11 18.48 21.50 26% 16% Other Income 0.07 0.26 0.15 Total Income 17.17 18.73 21.65 26% 16% Material Consumption 4.07 5.32 6.20 52% 17% Employee benefits expense 4.23
Slide 14: 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 15: 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 16: Company Overview
Company Overview Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27
Slide 17: Company at a Glance
Company at a Glance Mission Team Size ANDA Filings R&D Centers Manufacturing Facilities Improve Healthcare with 17,200+ 279 (Jun 30,2026) 2 9 innovation, commitment and Trust Prescribers in India Field Force Brands Net Zero Target Generics Formulation in the USA 2,46,000 5,500+ 208 2050 185 Alembic
Slide 18: 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 dividend payout Strength
Slide 19: 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 20: 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 - J
Slide 21: 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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