Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q4 FY2025 Earnings Presentation
23 slides from Alkem Laboratories's earnings presentation, May 29, 2025
Slide 1: Exchange cover letter: Press Release and Analyst Presentation
29th May, 2025 To, The Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra East, Mumbai 400 001. Mumbai 400 051. Scrip Code: 539523 Scrip Symbol: ALKEM Sub: Press Release and Anal
Slide 2: Alkem reports 7.1% YoY revenue growth in Q4FY25
Press Release Alkem reports 7.1% YoY revenue growth in Q4FY25; Annual EBITDA margin expands by 170 basis points Mumbai, May 29, 2025: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the fourth quarter and full year ended March 31, 2025. The Board of Dire
Slide 3: CEO commentary and operational highlights
Commenting on the Q4 & FY25 results, Dr. Vikas Gupta, CEO of Alkem, said, “We ended the year on a good note, with healthy growth in our India business during Q4 and improved profitability and margins for the full year. Our domestic business continues to gain momentum, reinforcing our confidence in i
Slide 4: Key performance highlights of therapeutic segments in Q4FY25 and FY25
Key performance highlights of therapeutic segments in Q4FY25 and FY25 SSA Wise Q4FY25 FY25 Alkem YoY change in YoY YoY Alkem YoY change in YoY YoY growth Key Therapy segment Rank Rank* growth growth Rank Rank* growth (Alkem) (IPM) (Alkem) (IPM) ANTI DIABETIC 14 Increased by 1 5.5% 6.9% 14 Increased
Slide 5: Update on USFDA Inspections
Update on USFDA Inspections Facility Capability Inspection Date Regulatory Status Baddi (India) Formulations Mar-24 EIR Received in June 2024 Daman (India) Formulations Aug-19 EIR Received in Oct 2019 Taloja R&D (India) Bioequivalence Centre Mar-25 No observation Ankleshwar (India) API Apr-23 EIR Re
Slide 6: Invite for Q4FY25 Conference Call
Invite for Q4FY25 Conference Call at 4:30 pm IST, May 29, 2025 Mumbai, May 19, 2025: Alkem Laboratories Ltd. (NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Thursday, May 29, 2025, from 4:30 pm to 5:30 pm IST to discuss its Q
Slide 7: Investor Presentation Q4 & FY25
Investor Presentation Q4 & FY25 May 29, 2025
Slide 8: 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 9: Key Highlights of Q4FY25
KEY HIGHLIGHTS OF Q4FY25 • Total Revenue from Operations were ₹ 31,438 million, year-on-year growth of 7.1%. • India sales were ₹ 21,355 million, year-on-year growth of 8.1%. • The contribution of domestic sales to total sales in Q4FY25 was 68.7% vs. 68.5% in Q4FY24. • International sales were ₹ 9,7
Slide 10: Key Financial Highlights – Q4FY25 (Consolidated)
KEY FINANCIAL HIGHLIGHTS – Q4FY25 (CONSOLIDATED) All figures in ₹ Mn Revenue from Operations India sales 21,355 19,755 31,438 29,358 Q4FY24 Q4FY25 International sales 9,747 9,096 Q4FY24 Q4FY25 Q4FY24 Q4FY25
Slide 11: Key Financial Highlights – Q4FY25 (Consolidated)
KEY FINANCIAL HIGHLIGHTS – Q4FY25 (CONSOLIDATED) All figures in ₹ Mn Gross Profit and Gross Margin EBITDA and EBITDA Margin PBT (before exceptional item) 18,284 18,645 3,799 3,963 4,020 3,913 62.3% 59.3% 13.7% 12.4% Q4FY24 Q4FY25 Q4FY24 Q4FY25 Q4FY24 Q4FY25 PBT (after exceptional item) PAT (after Mi
Slide 12: India - Secondary Sales Performance
India - Secondary Sales Performance Mixed performance across all major therapeutic segments in Q4FY25 1 3 3 2 9 Market rank Anti-infectives Gastro-intestinal Pain/ Analgesics Vitamins/ Minerals / Nutrients Gynaec Acute Therapies 14.1% 13.1% 9.6% 10.0% 7.2% 5.6% 2.3% 3.3% 4.1% 2.6% Alkem sales growth
Slide 13: India Business Update
INDIA BUSINESS UPDATE Q4FY25 Sales of ₹ 21,355 million (8.1% YoY growth) • Contribution of domestic sales to total sales in Q4FY25 was 68.7% and for FY25 was 70.2%. • We outperformed the IPM growth in GI, Gynaec, Respiratory and VMN therapies, and our ranking improved in therapies like Anti- diabeti
Slide 14: US Business Update
US BUSINESS UPDATE Q4FY25 Sales of ₹ 6,086 million (2.5% YoY de-growth) • Overall contribution of US sales to total sales was 19.6% in Q4FY25 and 19.4% in FY25. • During Q4FY25, the US business de-grew by 2.5% and in FY25 it de-grew by 10.4%. • During Q4FY25, the Company has filed 6 ANDAs and has re
Slide 15: Update on USFDA Inspections
UPDATE ON USFDA INSPECTIONS Facility Capability Inspection Date Regulatory Status Baddi (India) Formulations Mar-24 EIR Received in June 2024 Daman (India) Formulations Aug-19 EIR Received in Oct 2019 Taloja R&D (India) Bioequivalence Centre Mar-25 No observation Ankleshwar (India) API Apr-23 EIR Re
Slide 16: Other International Business Update
OTHER INTERNATIONAL BUSINESS UPDATE Q4FY25 Sales of ₹ 3,661 million (28.2% YoY growth) • Other International Market sales contributed 11.8% to total sales in Q4FY25 and 10.5% in FY25. • The Non-US business demonstrated solid performance, growing by around 28.2% YoY, fuelled by robust double-digit gr
Slide 17: Key Highlights of FY25
KEY HIGHLIGHTS OF FY25 • Total Revenue from Operations was ₹ 129,645 million, year-on-year growth of 2.3%. • India sales were ₹ 89,837 million, year-on-year growth of 6.5%. • The contribution of domestic sales to total sales in FY25 was 70.2% vs. 67.8% in FY24. • International sales were ₹ 38,210 mi
Slide 18: Key Financial Highlights - FY25 (Consolidated)
KEY FINANCIAL HIGHLIGHTS - FY25 (CONSOLIDATED) All figures in ₹ Mn Revenue from Operations India sales 89,837 84,368 126,676 129,645 FY24 FY25 International sales 40,024 38,210 FY24 FY25 FY24 FY25
Slide 19: Key Financial Highlights - FY25 (Consolidated)
KEY FINANCIAL HIGHLIGHTS - FY25 (CONSOLIDATED) All figures in ₹ Mn Gross Profit and Gross Margin EBITDA and EBITDA Margin PBT (before exceptional item) 25,122 25,270 77,300 82,003 22,455 21,446 61.0% 63.3% 17.7% 19.4% FY24 FY25 FY24 FY25 FY24 FY25 PBT (after exceptional item) PAT (after Minority Int
Slide 20: India - Secondary Sales Performance FY25
India - Secondary Sales Performance Mixed performance across all major therapeutic segments in FY25 1 3 3 2 8 Market rank Anti-infectives Gastro-intestinal Pain/ Analgesics Vitamins/ Minerals / Nutrients Gynaec Acute Therapies 12.7% 11.4% 9.6% 7.8% 7.0% 6.8% 2.5% 4.8% 5.0% 3.3% Alkem sales growth Yo
Slide 21: Shareholding Pattern as on March 31, 2025
SHAREHOLDING PATTERN AS ON MARCH 31, 2025 BSE Ticker 539523 NSE Symbol ALKEM Non- Institution Shares Outstanding (Mn) 120 16.1% MCap (Rs in Mn)* 583,607 Promoter & Institution Promoter Group Free Float Mcap (Rs in Mn) 258,713 28.8% 55.1% Industry Pharmaceuticals *Share Price - Rs 4,882 from NSE as o
Slide 22: Key Financial Highlights – Q4FY25 & FY25 (Consolidated)
KEY FINANCIAL HIGHLIGHTS – Q4FY25 & FY25 (CONSOLIDATED) All figures in ₹ Mn Particulars Q4FY25 Q4FY24 YoY growth FY25 FY24 YoY growth Revenue from Operations 31,438 29,358 7.1% 129,645 126,676 2.3% Gross Profit 18,645 18,284 2.0% 82,003 77,300 6.1% Gross Profit Margin 59.3% 62.3% 63.3% 61.0% EBITDA
Slide 23: Thank You
THANK YOU For any queries, contact: Purvi Shah - Head of Investor Relations Mobile: +91 84337 00890 | Tel: +91 22 3982 9999 Ext: 9447 E-mail: purvi.shah@alkem.com