Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q1 FY26 Earnings Presentation
21 slides from Alkem Laboratories's earnings presentation, Aug 12, 2025
Slide 1: Exchange cover letter for press release and analyst presentation
12th August, 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 A
Slide 2: Press Release: Alkem reports 11% revenue growth, 22% rise in net profit
Press Release Alkem reports 11% revenue growth, 22% rise in net profit in Q1 FY26. Mumbai, August 12, 2025: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the first quarter ended June 30, 2025. The Board of Directors took record of these results at its
Slide 3: Operational Highlights
Operational Highlights Domestic Business – Q1 FY26 Key Highlights • India sales were ₹22,650 million, YoY growth of 12.0%. • The contribution of domestic sales to total sales in Q1 FY26 was 68.3% vs. 67.6% in Q1 FY25. • As per IQVIA (SSA) data, during the quarter, we have outperformed IPM in seven t
Slide 4: Invite for Q1 FY26 Conference Call
Invite for Q1 FY26 Conference Call at 5.00 pm IST, August 12, 2025 Mumbai, August 07, 2025: Alkem Laboratories Ltd. (NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Tuesday, August 12, 2025, from 5:00 pm to 6:00 pm IST to disc
Slide 5: Q1 FY26 Results Presentation
Alkem Laboratories Ltd. Q1 FY26 Results Presentation 12th August 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 – Q1 FY26 Company overview and journey so far 3
Slide 8: Q1 FY26 Performance at Glance
Q1 FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹33,711 Mn ₹7,391 Mn / 21.9% ₹6,643 Mn / 19.7% +11.2% YoY Growth +21.4% YoY Growth +21.8% YoY Growth Geographic-wise Break-Up Salient Numbers International Business ₹48.7 Bn ₹1,184 Mn Net Cash as of 30th June 2
Slide 9: Q1 FY26 – P&L Highlights
Q1 FY26 – P&L Highlights Particulars (All figures in ₹ Mn) Q1 FY26 Q1 FY25 YoY Growth Q4 FY25 QoQ Growth Revenue from Operations 33,711 30,318 11.2% 31,438 7.2% Gross Profit 22,000 19,559 12.5% 18,645 18.0% Gross Profit Margin 65.3% 64.5% 59.3% EBITDA 7,391 6,086 21.4% 3,913 88.9% EBITDA Margin 21.9
Slide 10: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY26 Company overview and journey so far 6
Slide 11: Domestic Business Performance
Domestic Business Performance Q1 FY26 sales of ₹22,650 Mn (12.0% YoY growth) ▪ Domestic business1 revenue grew by 12.0% YoY to Sales (in ₹ Mn) ₹22,650 Mn from ₹20,223 Mn during the same period last year. +12.0% 22,650 ▪ Domestic revenue contributed 68.3% to total sales in Q1 20,223 FY26, up from 67.
Slide 12: Outpacing market growth in key focus therapies
Alkem has delivered a strong performance in Q1 FY26, outpacing the market growth in key focus therapies Outpaced the market by 120 bps, Outperformance in 7 of the key IPM focus therapies delivering 9.7% growth vs. 8.5% for IPM Therapy Class Growth YoY % Market share % IPM Rank – Value 9.7% Anti 6.5%
Slide 13: US Business Performance
US Business Performance Q1 FY26 US Business sales of ₹6,982 Mn (8.8% YoY growth) Sales (in ₹ Mn) +8.8% 6,982 6,416 ▪ US business revenue grew by 8.8% YoY to ₹6,982 Mn from ₹6,416 Mn during the same period last year. ▪ US revenue contributed 21.0% to total sales in Q1 FY26. ▪ During the Q1 FY26, the
Slide 14: US Market Filing and approvals status
US Market Filing and approvals status ANDA / BLA Filings 6 5 5 4 3 2 2 1 1 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 ANDA Filed ANDA Approved BLA Filed As of June 30, 2025, the Company has filed 185 ANDAs, 2 NDAs and 1 BLA and has received 160 ANDAs approvals (including 15 tentative approvals) and 2 N
Slide 15: Non-US Business Performance
Non-US Business Performance Q1 FY26 sales of ₹3,556 Mn (9.1% YoY growth) Sales (in ₹ Mn) +9.1% 3,556 3,261 ▪ Non-US business revenue grew by 9.1% YoY to ₹3,556 Mn from ₹3,261 Mn during the same period last year. ▪ Non-US revenue contributed 10.7% to total sales in Q1 FY26. ▪ The Non-US business grow
Slide 16: Shareholding Pattern as on June 30, 2025
Shareholding Pattern as on June 30, 2025 16.1% BSE Ticker 539523 NSE Symbol ALKEM Shares Outstanding (Mn) 120 53.0% MCap (Rs in Mn)* 590,457 30.9% Free Float MCap (Rs in Mn) 277,279 Industry Pharmaceuticals *Share Price - Rs 4,939 from NSE as of 30th June 2025 Promoter & Promoter Group Institution N
Slide 17: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY26 Company overview and journey so far 13
Slide 18: 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 19: 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 20: 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 f
Slide 21: Thank You
THANK YOU For any queries, contact: Purvi Shah 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 contain information that is le