Alembic Pharmaceuticals Limited · NSE:APLLTD
Alembic Pharmaceuticals — Q4 FY26 Earnings Presentation
21 slides from Alembic Pharmaceuticals's earnings presentation, May 15, 2026
Slide 1: Exchange filing cover letter
Date: 15th May, 2026 To, To, The Manager, The Manager, Department of Corporate Services, Listing Department, BSE Limited National Stock Exchange of India Ltd. P. J. Towers, Dalal Street, ‘Exchange Plaza’, Bandra Kurla Complex, Fort, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 533573 NS
Slide 2: Alembic Pharmaceuticals Limited Investor Presentation Q4 FY26
Alembic Pharmaceuticals Limited Investor Presentation Q4 FY26
Slide 3: 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 4: Quarterly Snapshot
Quarterly Snapshot Key Highlights Revenue Profitability Revenue INR 18.48 Bn +4% YoY India Branded Business Pre R&D EBITDA Achieved a 4% YoY growth with quarterly revenues Pre R&D EBITDA margin increased from 24% to of INR 5.68 billion. 25%; 8% year-over-year growth. EBIDTA before R&D INR 4.55 Bn +8
Slide 5: Revenue Summary
Revenue Summary INR Bn Business Q4 FY25 Q4 FY26 Y-o-Y FY25 FY26 Y-o-Y Formulations India Branded Business 5.45 5.68 4% 23.39 24.58 5% US 5.08 5.64 11% 19.57 22.06 13% Ex-US 3.75 3.69 -2% 12.43 14.94 20% API 3.42 3.47 2% 11.33 11.87 5% Total Revenue 17.70 18.48 4% 66.72 73.45 10% FY26 India Branded B
Slide 6: India Branded Business – Performance
India Branded Business – Performance Revenue Q4 FY26 Growth: 4% Revenue Trend CAGR: 6% INR Bn 5.45 5.67 24.58 23.39 22.00 18% 22% 20.63 19.26 30% 26% Animal Health Acute 52% 52% Specialty Q4FY25 Q4FY26 FY22 FY23 FY24 FY25 FY26 Sales Mix Q4 FY26 > The India Branded Business recorded 4% growth with re
Slide 7: 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% Q4 BRANDS Rank MS% 136.5 Q4 FY 26* Q4 Q4 129.1 FY 26* FY 26* FY 26* 0.243 0.246 AZITHRAL 1 30.1 FREEGO 2 8.5 CRINA-NCR 1 29.4 WIKORYL 3 10.1 ALTHROCIN 1 84.2 BROZEE
Slide 8: Animal Health Business
Animal Health Business Revenue Q4 FY26 Growth: 27% INR Mn Revenue Trend CAGR: 22% INR Mn 5191 4305 3553 2806 1241 2320 976 Q4FY25 Q4FY26 FY22 FY23 FY24 FY25 FY26 Sales Mix Q4 FY26 > Alembic operates in the Livestock, Poultry, and Companion Animal Feed Supplement segments. > Market leader in Haematin
Slide 9: US Business
US Business Revenue Q4 FY26 Growth: 11% INR Bn Revenue Trend CAGR: 7% INR Bn 22.06 19.57 16.66 17.3 15.72 5.64 5.08 Q4FY25 Q4FY26 FY22 FY23 FY24 FY25 FY26 Approved ANDAs > Established US front-end with a strong customer base. Total 235* * Includes 19 Tentative Approvals > 15 products launched in FY2
Slide 10: Ex-US Business
Ex-US Business Revenue Q4 FY26 De-Growth: -2% INR Bn Revenue Trend CAGR: 18% INR Bn 14.94 3.75 3.69 12.43 10.52 8.52 Q4FY25 Q4FY26 7.75 > Key partnerships active in Europe, Canada, Australia, Brazil, Chile and South Africa. > Quarterly performance for the Ex-US Market was muted due to higher base ef
Slide 11: API Business
API Business Revenue Q4 FY26 Growth: 2% Revenue Trend INR Bn CAGR: 6% INR Bn 12.46 3.42 3.47 11.66 11.87 11.33 9.39 Q4FY25 Q4FY26 > Recorded 2% YoY growth, led by strong volumes and tempered by pricing challenges. > 6 US DMF filed in Q4 FY26. 149 Cumulative DMF filings with the US FDA. > Continued f
Slide 12: R&D: Continued investment in building product pipelines
R&D Dosage Form-wise ANDA Approval and Launch – Q4 FY26 Continued investment in building product pipelines INR Bn Approval (4) 15.8% 4 Launched (6) 12.8% 3 9.6% 3 2 7.8% R&D Spend 2 7.6% 8.4 R&D % of sales 7.2 7.1 1 1 1 1 1 1 4.8 5.2 0 OSD OSD-Onco Injectables Injectables-Onco Opthalmology Derma FY2
Slide 13: Q4 Financials Summary – Profit & Loss statement
Q4 Financials Summary – Profit & Loss statement INR Bn Particulars Q-4 FY25 Q-3 FY26 Q-4 FY26 YoY(%) QoQ(%) FY 25 FY 26 YoY(%) Revenue from Operations 17.70 18.76 18.48 4% -2% 66.72 73.45 10% Other Income 0.14 0.15 0.26 0.43 0.54 28% Total Income 17.84 18.92 18.73 5% -1% 67.15 73.99 10% Material Con
Slide 14: 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 15: 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 • We are one of the 10 Indian Pharma companies with approved
Slide 16: Company Overview
Company Overview Alembic Pharmaceuticals Ltd. Investor Presentation Q4 FY26
Slide 17: Company at a Glance
Company at a Glance Mission Team Size ANDA Filings R&D Centers Manufacturing Facilities Improve Healthcare with 17,200+ 274 (Mar 31,2026) 2 10 innovation, commitment and Trust Prescribers in India Field Force Brands Net Zero Target Generics Formulation in the USA 2,46,000 5,500+ 208 2050 178 Alembic
Slide 18: 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 19: The Journey
The Journey 2012 Formed a JV, Rhizen , for 2019 2026 2006 Launched First NCE Research Azithral crossed Branded FDA- 2007 Rs . 250 crore Product “Pivya” approved Acquired mark as per in the US. API facility Dabur’s Indian ORG IMS, MAT Cardiology, GI & 2013 Dec 2019 1907 Gynecology 2010 Launched first
Slide 20: 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 21: Thank You
Thank You For further queries, please contact: Investor Relations Advisors Mr. Ajay Desai Adfactors PR Pvt. Ltd. ajay.desai@alembic.co.in 022-6695 3681 Snighter Albuquerque snighter.a@adfactorspr.com Darshan Mankad darshan.mankad@adfactorspr.com 2nd Floor, Prime Corporate Park Sahar Road, Andheri Ea
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