Alembic Pharmaceuticals Limited · NSE:APLLTD
Alembic Pharmaceuticals — Q3 FY26 Earnings Presentation
40 slides from Alembic Pharmaceuticals's earnings presentation, Feb 5, 2026
Slide 1: Exchange filing cover letter
Date: 5th February, 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: 53357
Slide 2: Investor Call Info. Supplement Q3FY26
1 Alembic Pharmaceuticals Ltd. Investor Call Info. Supplement Q3FY26
Slide 3: International Business Unit
2 International Business Unit
Slide 4: International Generics – Region wise sales summary (Q3'26)
3 International Generics – Region wise sales summary (Q3’26) (Rs Crs.) Q3 Q3 Growth Q2 Growth Region FY'25 FY'26 Q3 FY'26 Seq. Qtr USA - Direct 445 478 7% 467 2% USA - Other 61 66 8% 80 -17% Export Incentive and Other income & PLI 14 9 -36% 20 -53% USA 521 553 6% 567 -2% Canada 71 93 32% 66 40% Aust
Slide 5: International Generics – Region wise sales summary (YTD Dec'25)
4 International Generics – Region wise sales summary (YTD Dec’25) (Rs Crs.) YTD YTD Region Growth DEC'24 DEC'25 USA - Direct 1,220 1,408 15% USA - Other 198 200 1% Export Incentive and Other income & PLI 31 35 15% USA 1,449 1,643 13% Canada 236 211 -11% Australia 187 307 65% Europe & Others 411 569
Slide 6: API – Region wise sales summary Q3'26
5 API – Region wise sales summary Q3’26 (Rs. Crs) Q3 Q3 Growth Q2 Growth Region FY'25 FY'26 Q3 FY'26 Seq. Qtr Europe 42 49 17% 64 -24% Japan 9 5 -46% 27 -83% Turkey 8 13 64% 11 18% USA / Canada 24 14 -39% 20 -27% Middle East 27 31 14% 25 21% Latin America 35 44 27% 45 -1% Asia Pacific 31 30 -3% 28 8
Slide 7: API – Region wise sales Summary YTD Dec'25
6 API – Region wise sales Summary YTD Dec’25 (Rs. Crs) YTD YTD Region Growth Dec'24 Dec'25 Europe 155 172 11% Japan 53 48 -9% Turkey 22 33 54% USA / Canada 40 44 11% Middle East 82 92 13% Latin America 141 134 -5% Asia Pacific 89 86 -4% Domestic / Dom. Reg 112 112 0% Vipul Gandhi - (Algeria & Europe
Slide 8: US Launches
7 US Launches (Rs. Crs) Time horizon / No. of Products Comments / Details Category of product lauch Alembic INC - 160 + 3 Partner (Partner includes Docosanol Cream Upto FY'25 163 launched by Cosette Pharma) Dorzo+Timo, Ticagrelor FDF, Rivaroxaban 2.5 Mg, Amlo+Atorva - During Q1'26 4 FDF Sacubitril V
Slide 9: ANDA Filed – YTD Dec'25
8 ANDA Filed – YTD Dec’25 Filed during the year Product Name Innovator Name Innovator Brand Type Filing date R&D at Qtr $ Mn Plant Bayer Health Vitrakvi care Pharma INC Para Larotrectinib Capsules 25 mg and 100 mg III,IV 6-May-25 ARC Q1 82.0 F2 LANOXIN & Digoxin Injection USP, 100 mcg (0.1 mg)/mL an
Slide 10: International Generics – ANDA filings and approval details
International Generics – 9 ANDA filings and approval details Category No. Of ANDAs Details • 91 Para I + 12 Para II + 32 Para III + 54 Para IV + 1 Para II,III,IV + 1 Para I,IV + 2 Filed upto end of FY25 266 Para III,IV + 32 FTF+ 7 Orit + 34 Aleor Filed during FY26 5 • 4 Para I + 1 Para III,IV Withdr
Slide 11: International Generics – Pending approvals summary
International Generics – 10 Pending approvals summary IMS Filing Type 0-1 Years 1-2 Years 2-3 Years >3 Years Total (USD Mil.) PARA I 6 1 4 7 18 3,591 PARA II 1 1 178 PARA III 1 1 2 1,266 PARA IV 1 1 3 5 2,624 PARA II,III,IV 0 - Para III & IV 3 3 4,241 Para I & IV 1 1 54 FTF 3 3 1,950 ORIT 1 1 5 ALEO
Slide 12: International Generics – USA product launches
International Generics – 11 USA product launches Time horizon / No. of Comments / Details Category of Products product launch YTD Approved 40 • 15 products not planned to be launched in near future: Pramipexole BUT NOT Dihydrochloride Tab, Metronidazole ER Tab, Quetiapine Fumarate Tab, Commercialize
Slide 13: DMF filings
DMF filings 12 Filing upto FY 25 140 Q1-FY25-26 0 Q2-FY25-26 1 Q3-FY25-26 2 Cumulative FY26 143
Slide 14: Branded Formulations Q3 FY26
13 Branded Formulations Q3 FY26
Slide 15: Therapy-wise Performance – QTR Dec 25
14 Therapy-wise Performance – QTR Dec 25 Q3 FY26 Q3 FY25 IPM RPM RPM Market Alembic Alembic Therapy Market Alembic Alembic Therapy Therapy Therapy Therapy Share Growth Growth Growth Share Growth Growth Growth Growth Growth (ORG) (ORG) (PRIM) (ORG) (ORG) (ORG) (PRIM) (ORG) (ORG) (ORG) Gynecology 13 3
Slide 16: Therapy-wise Revenue Performance and Contribution – QTR Dec 25
15 Therapy-wise Revenue Performance and Contribution – QTR Dec 25 Q3 FY26 Q3 FY25 Therapy Cont. Growth Cont. Growth (Rs. in Cr ) (Rs. in Cr ) Gynecology 83 13% 11% 75 12% 2% Cardiology 78 12% 3% 76 12% 11% Gastrology 60 9% -9% 66 11% 8% Anti Diabetic 38 6% -1% 38 6% 7% Orthopaedic 19 3% 1% 19 3% -8%
Slide 17: Gynecology Performance – QTR Dec 25
16 Gynecology Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG GYNEC 83 13% 11% 14% 75 12% 2% 6% CRINA-NCR 14 17% 8% 14% 13 17% 16% 5% GESTOFIT 14 17% 7% 7% 13 17% 9% 4% RICHAR-CR 10 12% 5% 5%
Slide 18: Cardiology Performance – QTR Dec 25
17 Cardiology Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG CARDIO 78 12% 3% 18% 76 12% 11% 13% TELLZY 26 33% -10% 17% 29 38% 10% 11% CETANIL 25 33% 15% 28% 22 29% 15% 19% ROSAVE 15 19% 13%
Slide 19: Gastrology Performance – QTR Dec 25
18 Gastrology Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG GASTRO 60 9% -9% 9% 66 11% 8% 11% REKOOL 14 23% -8% 4% 15 22% -5% 0% ULGEL 13 22% 2% 5% 13 19% -2% 2% DELTONE 4 7% -15% 17% 5 7%
Slide 20: Anti Diabetic Performance – QTR Dec 25
19 Anti Diabetic Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG ANTIDIABETIC 38 6% -1% 9% 38 6% 7% 13% VOAGE 6 17% -11% 19% 7 18% 23% 44% GLISEN 5 13% -21% 9% 6 16% 15% 6% SITALEMBIC 6 15% 2
Slide 21: Anti infective Performance – QTR Dec 25
20 Anti infective Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG ANTI INFECTIVE 117 18% 2% -1% 114 19% -15% -6% AZITHRAL 78 67% 7% -1% 73 64% -17% -9% ALTHROCIN 20 17% -8% -13% 22 19% 5% -1%
Slide 22: Cough & Cold Performance – QTR Dec 25
21 Cough & Cold Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG COUGH & COLD 69 11% 4% 0% 66 11% -4% 0% WIKORYL 25 36% -2% 2% 25 38% 5% 1% LAVETA 13 19% 8% 15% 12 19% -2% 3% BROZEET-LS 14 20%
Slide 23: Anti Diabetic Performance – QTR Dec 25
22 Anti Diabetic Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG ANTIDIABETIC 38 6% -1% 9% 38 6% 7% 13% VOAGE 6 17% -11% 19% 7 18% 23% 44% GLISEN 5 13% -21% 9% 6 16% 15% 6% SITALEMBIC 6 15% 2
Slide 24: Anti infective Performance – QTR Dec 25
23 Anti infective Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG ANTI INFECTIVE 117 18% 2% -1% 114 19% -15% -6% AZITHRAL 78 67% 7% -1% 73 64% -17% -9% ALTHROCIN 20 17% -8% -13% 22 19% 5% -1%
Slide 25: Cough & Cold Performance – QTR Dec 25
24 Cough & Cold Performance – QTR Dec 25 Therapy Therapy Q3 FY26 Growth % Q3 FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG COUGH & COLD 69 11% 4% 0% 66 11% -4% 0% WIKORYL 25 36% -2% 2% 25 38% 5% 1% LAVETA 13 19% 8% 15% 12 19% -2% 3% BROZEET-LS 14 20%
Slide 26: Therapy-wise Performance – 9M FY26
25 Therapy-wise Performance – 9M FY26 9M FY26 9M FY25 IPM RPM RPM Market Alembic Alembic Therapy Market Alembic Alembic Therapy Therapy Therapy Therapy Share Growth Growth Growth Share Growth Growth Growth Growth Growth (ORG) (ORG) (PRIM) (ORG) (ORG) (ORG) (PRIM) (ORG) (ORG) (ORG) Gynecology 9 3.4 1
Slide 27: Therapy-wise Revenue Performance and Contribution – 9M FY26
26 Therapy-wise Revenue Performance and Contribution – 9M FY26 9M FY26 9M FY25 Therapy Cont. Growth Cont. Growth (Rs. in Cr ) (Rs. in Cr ) Gynecology 256 14% 7% 239 13% 6% Cardiology 244 13% 4% 234 13% 11% Gastrology 181 10% -11% 202 11% 9% Anti Diabetic 120 6% 0% 120 7% 9% Orthopaedic 58 3% -2% 60
Slide 28: Gynecology Performance – 9M FY26
27 Gynecology Performance – 9M FY25 Therapy Therapy 9M FY26 Growth % 9M FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG GYNEC 256 14% 7% 9% 239 13% 6% 7% CRINA-NCR 44 17% 12% 10% 39 16% 19% 6% GESTOFIT 43 17% 12% 10% 39 16% 3% 3% RICHAR-CR 33 13% 6% 7%
Slide 29: Cardiology Performance – 9M FY26
28 Cardiology Performance – 9M FY26 Therapy Therapy 9M FY26 Growth % 9M FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG CARDIO 244 13% 4% 15% 234 13% 11% 14% TELLZY 86 35% -5% 14% 91 39% 12% 13% CETANIL 77 32% 15% 22% 67 29% 18% 22% ROSAVE 46 19% 13% 2
Slide 30: Gastrology Performance – 9M FY26
29 Gastrology Performance – 9M FY26 Therapy Therapy 9M FY26 Growth % 9M FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG GASTRO 181 10% -11% 8% 202 11% 9% 11% REKOOL 40 22% -15% 0% 47 23% -2% 2% ULGEL 40 22% -5% 0% 42 21% 3% 5% DELTONE 12 7% -25% 12% 16
Slide 31: Anti Diabetic Performance – 9M FY26
30 Anti Diabetic Performance – 9M FY26 Therapy Therapy 9M FY26 Growth % 9M FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG ANTIDIABETIC 120 6% 0% 7% 120 7% 9% 14% VOAGE 21 18% -5% -4% 22 18% 24% 7% SITALEMBIC 17 15% 25% 16% 14 12% 56% 32% GLZ 17 14% 1%
Slide 32: Anti infective Performance – 9M FY26
31 Anti infective Performance – 9M FY26 Therapy Therapy 9M FY26 Growth % 9M FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG ANTI INFECTIVE 333 18% 2% 3% 325 18% -7% -3% AZITHRAL 210 63% 6% 3% 199 61% -10% -10% ALTHROCIN 65 19% -6% -12% 69 21% 7% 7% ROX
Slide 33: Cough & Cold Performance – 9M FY26
32 Cough & Cold Performance – 9M FY26 Therapy Therapy 9M FY26 Growth % 9M FY25 Growth % Therapy Cont % Growth% Cont % Growth% (Rs. in Cr ) PRIM (Rs. in Cr ) PRIM ORG ORG COUGH & COLD 169 9% 10% 13% 153 9% -2% -3% WIKORYL 65 38% 9% 7% 59 39% 4% 0% LAVETA 33 20% 6% 13% 32 21% 1% 3% BROZEET-LS 31 18% 2
Slide 34: Division wise PCPM Q1, Q2, Q3 FY26
DIVISION WISE PCPM Q1,Q2,Q3 FY26 33 Q1 FY26 PCPM Q2 FY26 PCPM CY Q3 FY26 PCPM CY Division MR* (Rs. In Cr) (Rs. In lakhs) (Rs. In Cr) (Rs. In lakhs) (Rs. In Cr) (Rs. In lakhs) MEGACARE 580 70 4.0 83 4.8 88 5.1 MAXIS 545 51 3.1 70 4.3 71 4.3 PHARMA 417 29 2.3 35 2.8 35 2.8 SUMMIT 364 36 3.3 30 2.8 30
Slide 35: Division wise PCPM 9M FY26
DIVISION WISE PCPM Q1 & Q2 FY26 34 9M FY26 PCPM CY 9M FY25 PCPM CY Division MR* MR* (Rs. In Cr) (Rs. In lakhs) (Rs. In Cr) (Rs. In lakhs) Growth MEGACARE 580 242 4.6 581 237 4.5 2% MAXIS 545 192 3.9 538 188 3.9 1% PHARMA 417 98 2.6 414 98 2.6 0% ALGROW 139 25 2.0 0 10 - 100% SUMMIT 364 97 3.0 333 99
Slide 36: Growth % Break up MAT Dec 25
Growth % Break up MAT Dec 25 35 MAT Dec 25 MAT Dec 24 MAT Dec 23 Volu New New New Value Price Value Volume Price Value Volume Price me Prod Company Prod Prod Growth Grth Growth % Grth % Grth % Growth % Grth % Grth % Grth Grth Grth % Grth % % % % % IPM 8.9 2.1 4.3 2.5 7.7 0.5 4.6 2.6 9.7 1.8 5.0 3.0
Slide 37: New Launches in last 24 months
New Launches in last 24 months 36 Rs in crores Material code Division SKU name Month Brand Period Q3 FY26 9M FY26 Mat Dec-25 50002386 Gastron TOFAZIFF 5MG 10 TABS Jan-24 Tofaziff Q4 FY24 0.02 0.02 0.06 50002387 Gastron TOFAZIFF 5MG 30 TABS Jan-24 Tofaziff Q4 FY24 (0.01) (0.01) 0.01 50002388 Gastron
Slide 38: Top 20 Brands
37 TOP 20 BRANDS Rank MAT MAT Dec MAT Dec BRANDS Q3 FY 26 Q3 FY 25 GR % Q2 FY 26 Q2 FY 25 GR % Q1 FY 26 Q1 FY 25 GR % Q4 FY 25 Q4 FY 24 GR % GR % Dec 25 25 24 AZITHRAL 1 116 114 1.7 109 104 4.7 95 91 4.3 101 109 -7.0 421 418 0.8 J01F04 AZITHROMYCIN 365 369 -1.2 362 351 3.3 278 258 7.8 321 338 -5.2 1
Slide 39: Top 20 Brands
38 TOP 20 BRANDS Rank MAT MAT Dec MAT Dec BRANDS Q3 FY 26 Q3 FY 25 GR % Q2 FY 26 Q2 FY 25 GR % Q1 FY 26 Q1 FY 25 GR % Q4 FY 25 Q4 FY 24 GR % GR % Dec 25 25 24 CRINA-NCR 1 25 22 12.1 25 22 12.3 25 22 12.3 21 19 14.7 96 85 12.8 G03D02 NORETHISTERONE 85 79 7.0 84 75 11.7 85 76 12.1 79 70 13.4 333 300 1
Slide 40: Thank You
39 Alembic. THANK YOU
Alembic Pharmaceuticals — Q3 FY26 Earnings Presentation on 6ix