Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q1 FY2026 Earnings Presentation
17 slides from Alkem Laboratories's earnings presentation, Aug 12, 2025
Slide 1: Q1 FY26 Results Presentation
Alkem Laboratories Ltd. Q1 FY26 Results Presentation 12th August 2025 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 – Q1 FY26 Company overview and journey so far 3
Slide 4: 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 5: 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 6: Contents – Business Updates Q1 FY26
CONTENTS Company’s Financial Performance Business Updates – Q1 FY26 Company overview and journey so far 6
Slide 7: 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 8: 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 9: 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 10: 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 11: 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 12: 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 13: Contents – Company overview and journey
CONTENTS Company’s Financial Performance Business Updates – Q1 FY26 Company overview and journey so far 13
Slide 14: 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 15: 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 16: 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 17: 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