Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q2 FY26 Earnings Presentation
22 slides from Alkem Laboratories's earnings presentation, Nov 13, 2025
Slide 1: Exchange cover letter: Press Release and Analyst Presentation
13th November, 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
Slide 2: Alkem reports 17% revenue growth and 22% growth in EBITDA in Q2 FY26
Press Release Alkem reports 17% revenue growth and 22% growth in EBIDTA in Q2 FY26. Mumbai, November 13, 2025: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the second quarter ended September 30, 2025. The Board of Directors took record of these result
Slide 3: Operational Highlights
Operational Highlights Domestic Business – Q2 FY26 Key Highlights • India sales were ₹27,660 million, YoY growth of 12.4%. • The contribution of domestic sales to total sales in Q2 FY26 was 69.9% vs. 72.8% in Q2 FY25. • As per IQVIA (SSA) data, during the quarter, we have outperformed IPM in six the
Slide 4: About Alkem
About Alkem: Alkem Laboratories Ltd. is the fifth-largest pharmaceutical company in the Indian market, with a legacy spanning over 50 years of providing high-quality medicines to patients. It holds a dominant position in the therapy areas of anti-infectives, gastrointestinal disorders, pain manageme
Slide 5: Alkem Laboratories Ltd. Q2 FY26 Results Presentation
Alkem Laboratories Ltd. Q2 FY26 Results Presentation 13th November 2025 1
Slide 6: 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 7: Contents
CONTENTS Company’s Financial Performance Business Updates – Q2 FY26 Company overview and journey so far 3
Slide 8: Q2 FY26 Performance at Glance
Q2 FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹40,010 Mn ₹9,208 Mn / 23.0% ₹7,651 Mn / 19.1% +17.2% YoY Growth +22.3% YoY Growth +11.1% YoY Growth Geographic-wise Break-Up Salient Numbers International Business ₹49.4 Bn ₹1,302 Mn Net Cash as of 30th Sep 20
Slide 9: Q2 FY26 – P&L Highlights
Q2 FY26 – P&L Highlights Particulars (All figures in ₹ Mn) Q2 FY26 Q2 FY25 YoY Growth Q1 FY26 QoQ Growth H1FY26 H1FY25 YoY Growth Revenue from Operations 40,010 34,147 17.2% 33,711 18.7% 73,721 64,465 14.4% Gross Profit 26,000 22,100 17.6% 22,000 18.2% 47,999 41,658 15.2% Gross Profit Margin 65.0% 6
Slide 10: Contents
CONTENTS Company’s Financial Performance Business Updates – Q2 FY26 Company overview and journey so far 6
Slide 11: Domestic Business Performance
Domestic Business Performance Q2 FY26 sales of ₹27,660 Mn (12.4% YoY growth) Sales (in ₹ Mn) Domestic business1 revenue grew by 12.4% YoY to ₹27,660 Mn from ₹24,610 Mn during the same period last year. +12.4% 27,660 Domestic revenue contributed 69.9% to total sales in Q2 24,610 FY26. According
Slide 12: In-line performance with the market in Q2 FY26, outpacing in six key therapies
Alkem has delivered an in-line performance the market in Q2 FY26, outpacing the market growth in six of the key focus therapies In-line with the IPM growth Outperformance in 6 of the key IPM focus therapies Therapy Class Growth YoY % Market share % IPM Rank – Value 6.4% 6.4% Anti 3.9% 13.4% +0.1% 1
Slide 13: US Business Performance
US Business Performance Q2 FY26 US Business sales of ₹7,649 Mn (28.0% YoY growth) Sales (in ₹ Mn) US business revenue grew by 28.0% YoY to ₹7,649 Mn +28.0% 7,649 from ₹5,976 Mn during the same period last year. The strong growth was mainly on account of the launch 5,976 of Sacubitril/Valsartan a
Slide 14: US Market Filing and approvals status
US Market Filing and approvals status ANDA / BLA Filings 6 5 5 4 3 2 2 2 1 1 1 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26 ANDA Filed ANDA Approved BLA Filed As of September 30, 2025, the Company has filed 187 ANDAs, 2 NDAs and 1 BLA and has received 163 ANDAs approvals (including 17 tentative ap
Slide 15: Non-US Business Performance
Non-US Business Performance Q2 FY26 sales of ₹4,241 Mn (32.4% YoY growth) Sales (in ₹ Mn) +32.4% 4,241 Non-US business revenue grew by 32.4% YoY to ₹4,241 Mn from ₹3,205 Mn during the same period last 3,205 year. Non-US revenue contributed 10.7% to total sales in Q2 FY26. The Non-US business g
Slide 16: Facility Regulatory Status
Facility Regulatory Status 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 Apr-25 No observation Ankleshwar (India) API Apr-23 EIR Rec
Slide 17: Shareholding Pattern as on Sep 30, 2025
Shareholding Pattern as on Sep 30, 2025 17.4% BSE Ticker 539523 NSE Symbol ALKEM Shares Outstanding (Mn) 120 51.2% MCap (Rs in Mn)* 648, 559 31.4% Free Float MCap (Rs in Mn) 304, 563 Industry Pharmaceuticals *Share Price - Rs 5, 425 from NSE as of 30th Sep 2025 Promoter & Promoter Group Non-Institut
Slide 18: Contents
CONTENTS Company’s Financial Performance Business Updates – Q2 FY26 Company overview and journey so far 14
Slide 19: Alkem Laboratories at Glance (FY25)
Alkem Laboratories at Glance (FY25) #3 #5 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 ₹1,29,645 Mn 70.2% 18 12,500+ Total Revenue3 Domestic Revenue Brand families worth Field force4 Scal
Slide 20: 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’ 17 Brands 35 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 21: 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 fo
Slide 22: Thank You
THANK YOU For any queries, contact: Purvi Shah – Head of Investor Relations Stay updated on 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 Mobile: +91 84337 00890 all likelihood c