Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q3 FY26 Earnings Presentation
22 slides from Alkem Laboratories's earnings presentation, Feb 13, 2026
Slide 1: Exchange filing cover letter
13th 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: Press Release and
Slide 2: Press Release: Alkem reports 11% revenue growth in Q3 FY26
Press Release Alkem reports 11% revenue growth in Q3 FY26. Mumbai, February 13, 2026: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the third quarter ended December 31, 2025. The Board of Directors took record of these results at its meeting held in Mu
Slide 3: Press release: Q3 FY26 highlights and facility status
• Profit before tax (after exceptional item) was ₹7,812 million, YoY growth of 6.9%. • Net Profit (after Non-Controlling interest) was ₹6,360 million, YoY growth of 1.6%. • Exceptional item for the quarter includes the impact of ₹ 528 million on a preliminary basis related to the notification by the
Slide 4: About Alkem
About Alkem: Alkem Laboratories Ltd. is the fifth-largest pharmaceutical company in the Indian market, with a legacy spanning over 50 years of providing high-quality medicines to patients. It holds a dominant position in the therapy areas of anti-infectives, gastrointestinal disorders, pain manageme
Slide 5: Q3 FY26 Results Presentation
Alkem Laboratories Ltd. Q3 FY26 Results Presentation 13th February 2026 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 – Q3 FY26 Company overview and journey so far 3
Slide 8: Q3 FY26 Performance at Glance
Q3 FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹37,368 Mn ₹8,280 Mn / 22.2% ₹6,360Mn / 17.0% +10.7% YoY Growth +9.0% YoY Growth +1.6% YoY Growth Geographic-wise Break-Up Salient Numbers International Business ₹55.9 Bn ₹1,390 Mn Net Cash as of 31st Dec 2025
Slide 9: Q3 FY26 – P&L Highlights
Q3 FY26 – P&L Highlights Particulars (All figures in ₹ Mn) Q3FY26 Q3FY25 YoY growth Q2FY26 QoQ growth 9MFY26 9MFY25 YoY growth Revenue from Operations 37,368 33,743 10.7% 40,010 -6.6% 111,090 98,208 13.1% Gross Profit 24,641 21,700 13.6% 26,000 -5.2% 72,641 63,358 14.7% Gross Profit Margin 65.9% 64.
Slide 10: Contents
CONTENTS Company’s Financial Performance Business Updates – Q3 FY26 Company overview and journey so far 6
Slide 11: Domestic Business Performance
Domestic Business Performance Q3 FY26 sales of ₹24,959 Mn (5.5% YoY growth) Domestic business1 revenue grew by 5.5% YoY to ₹24,959 Mn from ₹23,649 Mn during the same period Sales (in ₹ Mn) last year. Domestic revenue contributed 67.2% to total sales in Q3 +5.5% 24,959 FY26. 23,649 According to
Slide 12: Outpacing the market growth in six key focus therapies
Q3 FY26 - outpacing the market growth in six of the key focus therapies Alkem growth vs. IPM growth Outperformance in 6 of the key IPM focus therapies Therapy Class Growth YoY % Market share % IPM Rank – Value 10.9% 9.8% Anti 2.8% 13.5% +0.1% 1 Infectives 3.8% Gastro 8.1% - 0.1% 8.0% 3 Intestinal 7.
Slide 13: US Business Performance
US Business Performance Q3 FY26 US Business sales of ₹7,533 Mn (18.8% YoY growth) Sales (in ₹ Mn) +18.8% 7,533 US business revenue grew by 18.8% YoY to ₹7,533 Mn from ₹6,340 Mn during the same period last year. 6,340 The strong growth was mainly on account of continued growth traction in new lau
Slide 14: US Market Filing and approvals status
US Market Filing and approvals status ANDA / BLA Filings 7 6 5 5 4 3 2 2 2 2 1 1 1 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26 Q3FY26 ANDA Filed ANDA Approved BLA Filed As of December 31, 2025, the Company has filed 188 ANDAs, 2 NDAs and 1 BLA and has received 167 ANDAs approvals (including 20 te
Slide 15: Non-US Business Performance
Non-US Business Performance Q3 FY26 sales of ₹4,624Mn (41.6% YoY growth) Sales (in ₹ Mn) +41.6% 4,624 Non-US business revenue grew by 41.6% YoY to ₹4,624 Mn from ₹3,265 Mn during the same period last year. 3,265 Non-US revenue contributed 12.5% to total sales in Q3 FY26. The Non-US business gr
Slide 16: Facility Regulatory Status
Facility Regulatory Status Facility Capability Inspection Date Regulatory Status Baddi (India) Formulations Mar-24 EIR Received in June 2024 Daman (India) Formulations Aug-19 EIR Received in Oct 2019 Taloja R&D (India) Bioequivalence Centre Apr-25 No observation Ankleshwar (India) API Apr-23 EIR Rec
Slide 17: Shareholding Pattern as on Dec 31, 2025
Shareholding Pattern as on Dec 31, 2025 17.3% BSE Ticker 539523 NSE Symbol ALKEM Shares Outstanding (Mn) 120 51.2% MCap (Rs in Mn)* 658, 302 31.5% Free Float MCap (Rs in Mn) 309, 139 Industry Pharmaceuticals Promoter & Promoter Group Non-Institution *Share Price - Rs 5, 507 from NSE as of 31st Dec 2
Slide 18: Contents
CONTENTS Company’s Financial Performance Business Updates – Q3 FY26 Company overview and journey so far 14
Slide 19: 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 20: Mega brands building robust brand franchises
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 21: 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 22: 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