Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Investor Presentation (February 2026)
23 slides from Alkem Laboratories's investor presentation, Feb 18, 2026
Slide 1: Exchange filing cover letter
18th February, 2026 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: Updated investor
Slide 2: Alkem MedTech Strategic Way Forward
Alkem MedTech Strategic Way Forward Investor Meet 18th Feb 2026
Slide 3: 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 4: Kaustav Banerjee: CEO, Alkem MedTech Pvt Ltd
Kaustav Banerjee: CEO, Alkem MedTech Pvt Ltd A visionary business leader with a proven track record of building world-class organizations and establishing robust industry presence across multiple geographies. Brings 26 years of transformative experience in the global medical device sector, with deep
Slide 5: Team: Alkem MedTech
Team: Alkem MedTech Swaminathan Nallasivam | Head - Sales & Marketing Ortho With Alkem MedTech since 2024 27 years of experience Mohit Agarwal | Head - Operations With Alkem MedTech since 2024 Kaustav Banerjee 17 years of experience CEO – Alkem MedTech Pvt Ltd 30+ years of experience Dr. Vilas Khade
Slide 6: Alkem Laboratories foray into MedTech space as natural progression for expansion
Alkem Laboratories foray into MedTech space as natural progression for expansion Opportunity & Competitive advantage Global market breakup Global $680Bn global MedTech market, projected to reach $870B by 2030 Others High entry barriers create a defensible and resilient competitive position 5% APAC 2
Slide 7: Alkem MedTech has identified 2 priority segments to build its global presence
Alkem MedTech has identified 2 priority segments to build its global presence Entry into MedTech Business Market Opportunity Target Segments Market ($ Bn) Global India Overall MedTech Market 6801 161 Orthopedic 493 0.442 Cardiovascular Market 871 0.782 1BCG CII Aug 2025 Report; 2 Mckinsey Internal r
Slide 8: Musculoskeletal Journey so far
Musculoskeletal Journey so far Hybrid Approach Going Forward Organic Manufacturing Asset (Tech transfer) Acquisition Global Application in process for Knee, Hip & Continuum of Care products Expansion - CE Approval for Knee & Hip - Expected timelines Q4 FY28 Performance Update (YTD Dec’25) Launch Kne
Slide 9: Alkem MedTech is poised to enter into Cardiovascular Business
Alkem MedTech is poised to enter into Cardiovascular Business Cardiovascular Growth Levers Overall CV Market Size ($ Bn), 2025 $0.7Bn $1.4Bn Acquisition of an established Global Focused Segment Source : BCG Report Cardio Asset Key Global Players Portfolio Expansion via established Platform Cost Opti
Slide 10: Overview of the Cardiac Device Market
Overview of the Cardiac Device Market Heart condition Treatment options Device types Structural heart defects Medications (rare), Open-heart surgery, Holes or unusual connections in the heart that people are born with. They affect how ASD, PFO, PDA, VSD Transcatheter device closure blood flows insid
Slide 11: Occlutech
Occlutech A Platform to access Global Cardiovascular Market and expand the current portfolio
Slide 12: Occlutech | Snapshot
Occlutech| Snapshot Overview Footprint Net sales by channel (2025) Net sales by geography (2025) Founded 20+ Developed Distributor Direct MEA EU in 2003 countries 49% 51% 7% 71% Americas 14% 50 Mn €* 200,000+ APAC (Jan-Dec 2025) 8% implants sold 70% Sales from Western Europe, USA, Japan 14% CAGR 300
Slide 13: Occlutech | Strong in-house capability to deliver long term value
Occlutech| Strong in-house capability to deliver long term value Highest Quality standards Experience & Seasoned Leadership Team Robust Future Pipeline Key Pipeline Products – • LAA (Left Atrial Appendage), $1.4Bn Market Opportunity • VFR (Vascular Flow Restrictor) Strong Patented Portfolio (200+ pa
Slide 14: Occlutech | Robust Value Chain and a world-class global distribution platform
Occlutech| Robust Value Chain and a world-class global distribution platform Research & Manufacturing Market Access Marketing Distribution Development o 200+ active patents o Backward o Presence in high o High Pedigree o Direct Presence o In-house RnD Integrated Plant barrier entry Marketing talents
Slide 15: The w"Hole" Story: Complete portfolio of minimally invasive cardiac devices
The w“Hole” Story :Complete portfolio of minimally invasive cardiac devices Implant portfolio Closure of Hole Creating a Hole Occlutech ASD Occluder Atrial Septal Defect Occlutech PDA Occluder Patent Ductus Arteriosus Occlutech PFO Occluder Occlutech PLD Occluder Patent Foramen Ovale Paravalvular Le
Slide 16: Occlutech | Market Standing in Key Markets
Occlutech| Market Standing in Key Markets Market Size * % Market Share Market Top Players (USD Mn) of Occlutech USA 230 2% Western 115 24% Europe APAC (Excl India) 165 <5% Central and 70 <5% Eastern Europe India 19 - *Includes ASD, VSD, PFO, PDA Source : BCG Report 15
Slide 17: Transaction Rationale – Occlutech as the Platform for Alkem's Global Cardiovascular Strategy
Transaction Rationale – Occlutech as the Platform for Alkem’s Global Cardiovascular Strategy Alkem’s path to Perfect Fit – Business Segment Success Right fit with Alkem MedTech’s Purpose of “Advancing Medical Technology Solutions for a Better Tomorrow” Leadership Leading position in the Structural H
Slide 18: Transaction Terms
Transaction Terms On February 13, 2026, Alkem MedTech announced that it has executed a binding term sheet for a strategic investment that will result in the acquisition of a 51–55% stake in Occlutech Holding AG • Total equity value – € 180.70 Mn (Rs. 19,516 million) The transaction remains subje
Slide 19: What Next for Alkem MedTech
What Next for Alkem MedTech Alkem MedTech to be a growth enabler for Alkem Group Manufacturing Centre of Global Continuous product Presence Innovation capabilities Excellence High Quality Strong Ecosystem & Skill Comprehensive Portfolio Products Vertical Integration Development Orthopedics Cardiovas
Slide 20: Representation Videos
Representation Videos ASD Occluder PFO Occluder AFR Occluder Stroke Occluder Placement 19
Slide 21: Thank You
q Alkem Thank You
Slide 22: Alkem Laboratories Limited
Alkem Laboratories Limited - a leading Global Pharmaceutical Player 5th Rs. 129,645 Mn Rs. 702,444 Mn >21,000 Largest Pharma Rs. 25,122 Mn Revenue in FY24-25 Market capitalization EBITDA in FY24-25 Employees globally company in India in (as on 11th Feb’26) terms of %MS 40+ 4 18 7 73 >8,800 Countries
Slide 23: Alkem Businesses
Alkem Businesses Domestic Pharma Biosimilars Wellness API International Subsidiaries MedTech 22
Alkem Laboratories — Investor Presentation (February 2026) on 6ix