Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q4 FY2026 Earnings Presentation
23 slides from Alkem Laboratories's earnings presentation, May 28, 2026
Slide 1: Q4 & FY26 Results Presentation
Alkem Laboratories Ltd. Q4 & FY26 Results Presentation 28th May 2026 1
Slide 2: 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 3: Contents
CONTENTS Company’s Financial Performance Business Updates – Q4 & FY26 Company overview and journey so far 3
Slide 4: Q4 FY26 Performance at Glance
Q4 FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹36,033 Mn ₹5,174 Mn / 14.4% ₹2,365Mn / 6.6% +14.6% YoY Growth +32.2% YoY Growth -22.7% YoY Growth Exceptional items for the Q4 FY26 is ₹1350 Mn.2 Geographic-wise Break-Up Salient Numbers International Business
Slide 5: FY26 Performance at Glance
FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹147,123 Mn ₹30,052 Mn / 20.4% ₹23,018Mn / 15.6% +13.5% YoY Growth +19.6% YoY Growth +6.3% YoY Growth Exceptional items for the FY26 is ₹1748 Mn.2 Geographic-wise Break-Up Salient Numbers International Business ₹5
Slide 6: Q4 & FY26 – P&L Highlights
Q4 & FY26 – P&L Highlights Particulars (All figures in ₹ Mn) Q4FY26 Q4FY25 YoY growth Q3FY26 QoQ growth FY26 FY25 YoY growth Revenue from Operations 36,033 31,438 14.6% 37,368 -3.6% 147,123 129,645 13.5% Gross Profit 23,555 18,645 26.3% 24,641 -4.4% 96,195 82,003 17.3% Gross Profit Margin 65.4% 59.3
Slide 7: Contents
CONTENTS Company’s Financial Performance Business Updates – Q4 & FY26 Company overview and journey so far 7
Slide 8: Q4FY26 - Domestic Business Performance
Q4FY26 - Domestic Business Performance Q4 FY26 sales of ₹23,245 Mn (8.8% YoY growth) Domestic business1 revenue grew by 8.8% YoY to Sales (in ₹ Mn) ₹23,245 Mn from ₹21,355 Mn during the same period last year. +8.8% Domestic revenue contributed 65.5% to total sales in Q4 23,245 FY26. 21,355 Acc
Slide 9: Q4 FY26 - outpacing the market growth in six of the key focus therapies
Q4 FY26 - outpacing the market growth in six of the key focus therapies Outperformance in 6 of the key IPM focus therapies Alkem growth vs. IPM growth Therapy Class Growth YoY % Market share % IPM Rank – Value 11.1% Anti 2.5% 10.1% Infectives 2.4% 12.9% 1 Gastro 7.7% 7.9% +0.4% 4 Intestinal 13.8% 12
Slide 10: FY26 - Domestic Business Performance
FY26 - Domestic Business Performance FY26 sales of ₹98,514 Mn (9.7% YoY growth) Domestic business1 revenue grew by 9.7% YoY to Sales (in ₹ Mn) ₹98,514 Mn from ₹89,837 Mn during the same period last year. +9.7% Domestic revenue contributed 67.8% to total sales in 98,514 FY26. 89,837 According t
Slide 11: FY26 - outpacing the market growth in seven of the key focus therapies
FY26 - outpacing the market growth in seven of the key focus therapies Outperformance in 7 of the key IPM focus therapies Alkem growth vs. IPM growth Therapy Class Growth YoY % Market share % IPM Rank – Value 9.0% 9.2% Anti 4.0% 13.2% 1 Infectives 4.4% Gastro 5.7% 7.9% +0.2% 4 Intestinal 8.3% 9.2% V
Slide 12: Q4FY26 - US Business Performance
Q4FY26 - US Business Performance Q4 FY26 sales of ₹7,681 Mn (26.2% YoY growth) Sales (in ₹ Mn) US business1 revenue grew by 26.2% YoY to ₹7,681 Mn +26.2% 7,681 from ₹6,086 Mn during the same period last year. 6,086 The strong growth was mainly on account of continued growth traction in new launc
Slide 13: US Market Filing and approvals status
US Market Filing and approvals status ANDA / BLA Filings 7 6 5 5 5 4 4 3 2 2 2 1 1 1 1 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26 Q3FY26 Q4 FY26 ANDA Filed ANDA Approved BLA Filed As of March 31, 2026, the Company has filed 192 ANDAs, 2 NDAs and 1 BLA and has received 167 ANDAs approvals (includ
Slide 14: FY26 - US Business Performance
FY26 - US Business Performance FY26 sales of ₹29,845 Mn (20.3% YoY growth) Sales (in ₹ Mn) +20.3% 29,845 US business1 revenue grew by 20.3% YoY to ₹29,845 Mn from ₹24,818 Mn YoY. 24,818 The strong growth was mainly on account of continued growth traction in new launches and volume increase. US
Slide 15: Q4FY26 - Non-US Business Performance
Q4FY26 - Non-US Business Performance Q4 FY26 sales of ₹4,543Mn (24.1% YoY growth) Sales (in ₹ Mn) +24.1% 4,543 Non-US business revenue grew by 24.1% YoY to ₹4,543 Mn from ₹3,661 Mn during the same period last 3,661 year. Non-US revenue contributed 12.8% to total sales in Q4 FY26. The Non-US bu
Slide 16: FY26 - Non-US Business Performance
FY26 - Non-US Business Performance FY26 sales of ₹16,964Mn (26.7% YoY growth) Sales (in ₹ Mn) +26.7% 16,964 Non-US business revenue grew by 26.7% YoY to 13,392 ₹16,964 Mn from ₹13,392 Mn YoY. Non-US revenue contributed 11.7% to total sales in FY26. The Non-US business growth was driven by stro
Slide 17: Facility Regulatory Status
Facility Regulatory Status Facility Capability Inspection Date Regulatory Status Baddi (India) Formulations Mar-24 EIR Received in June 2024 Form 483 received; Audit response under Daman (India) Formulations Apr-26 submission Taloja R&D (India) Bioequivalence Centre Apr-26 EIR Awaited - No observati
Slide 18: Shareholding Pattern as on Mar 31, 2026
Shareholding Pattern as on Mar 31, 2026 17.3% BSE Ticker 539523 NSE Symbol ALKEM Shares Outstanding (Mn) 120 51.2% MCap (Rs in Mn)* 633,495 31.5% Free Float MCap (Rs in Mn) 297,489 Industry Pharmaceuticals Promoter & Promoter Group Non-Institution *Share Price - Rs 5,299 from NSE as of 31st Mar 26.
Slide 19: Contents
CONTENTS Company’s Financial Performance Business Updates – Q4 & FY26 Company overview and journey so far 19
Slide 20: Alkem Laboratories at Glance (FY26)
Alkem Laboratories at Glance (FY26) #3 #6 Leading Player Top 4 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 ₹1,47,122 Mn 67.8% 20 13,500+ Total Revenue3 Domestic Revenue Brand families worth Field force4 Scal
Slide 21: 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’ 15 Brands 37 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 22: 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 23: 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