Alembic Pharmaceuticals Limited · NSE:APLLTD
Alembic Pharmaceuticals — Q1 FY27 Earnings Presentation
20 slides from Alembic Pharmaceuticals's earnings presentation, June 2026
Slide 1: Alembic Pharmaceuticals Limited Investor Presentation Q1 FY27
Alembic Pharmaceuticals Limited Investor Presentation Q1 FY27
Slide 2: 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 3: 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 4: 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 5: 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 19% 22% 20.63 19.26 23% 21% Animal Health Acute 58% 57% Speciality Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q1 FY27 > The India Branded Business recorded 7% growth with r
Slide 6: 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 7: 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 8: 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 9: 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 10: API Business
API Business Revenue Q1 FY27 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 11: 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 12: 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 13: 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 14: 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 • One among the 7 Indian pharma • Zero fatality • Implemented
Slide 15: Company Overview
Company Overview Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27
Slide 16: 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 5,800+ 209 2050 185 Alembic
Slide 17: 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 18: The Journey
The Journey 2012 Formed a JV, 2026 Rhizen , for NCE 2019 2006 Research • Expanded into Azithral crossed the US branded FDA- 2007 Rs . 250 crore footprint through approved mark as per ORG Alembic API facility Acquired Dabur’s IMS, MAT Dec Indian Cardiology, Therapeutics. 2019 GI & Gynecology 2013 • F
Slide 19: 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 20: 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
Alembic Pharmaceuticals — Q1 FY27 Earnings Presentation on 6ix