Alkem Laboratories Ltd. · NSE:ALKEM

Alkem Laboratories — Q4 FY26 Earnings Presentation

29 slides from Alkem Laboratories's earnings presentation, May 28, 2026

  1. Slide 1: Cover letter to stock exchanges

    28th May, 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 Anal

  2. Slide 2: Alkem reports record high EBITDA, strong revenue growth in Q4 & FY26

    Press Release Alkem reports record high EBITDA, strong revenue growth in Q4 & FY26 Mumbai, May 28, 2026: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the fourth quarter ended March 31, 2026. The Board of Directors took record of these results at its m

  3. Slide 3: Press release: key financial and operational highlights

    x ([FHSWLRQDO LWHPVIRU WKH TXDUWHULQFOXGHൟPLOOLRQLQFUHPHQWDO OLDELOLW\ WRZDUGV gratuity and leave encashment for past service cost following finalisation of Central 5XOHVXQGHUWKH/DERXU&RGHVDQGൟPLOOLRQLPSDLUPHQWRIUHDOHVWDWHLQYHVWPHQWV x Net Profit (after Non-Controlling interest) was ൟ2,365 million,

  4. Slide 4: FY26 domestic and international business highlights

    o Chronic segment reported growth of 12.6% vs. IPM which grew by 12.5%, 10 bps outperformance. o We have outperformed IPM in seven key focused therapies: Anti-infectives grew by ~1.1X, Gastro-intestinal ~1.5X, VMN ~2.0X, Pain ~1.6X, Anti- Diabetic ~1.2X, Respiratory ~1.4X and Derma ~1.8X. Q4FY26 Int

  5. Slide 5: About Alkem

    About Alkem: Alkem Laboratories Ltd. is the sixth - 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 manage

  6. Slide 6: Invite for Q4FY26 & FY26 Conference Call

    Invite for Q4FY26 & FY26 Conference Call at 4.30 pm IST, May 28, 2026 Mumbai, May 20, 2026: Alkem Laboratories Ltd. (NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Thursday, May 28, 2026, from 4:30 pm to 5:30 pm IST to discus

  7. Slide 7: Q4 & FY26 Results Presentation

    Alkem Laboratories Ltd. Q4 & FY26 Results Presentation 28th May 2026 1

  8. Slide 8: 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

  9. Slide 9: Contents

    CONTENTS Company’s Financial Performance Business Updates – Q4 & FY26 Company overview and journey so far 3

  10. Slide 10: Q4 FY26 Performance at Glance

    Q4 FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ༤ϯϲ͕Ϭϯϯ Mn ༤ϱ͕ϭϳϰDŶͬϭϰ͘ϰй ༤Ϯ͕ϯϲϱDŶͬϲ͘ϲй нϭϰ͘ϲйzŽz'ƌŽǁƚŚ нϯϮ͘ϮйzŽz'ƌŽǁƚŚ -ϮϮ͘ϳйzŽz'ƌŽǁƚŚ džĐĞƉƚŝŽŶĂůŝƚĞŵƐĨŽƌƚŚĞYϰ&zϮϲŝƐ༤ϭϯϱϬDŶ͘2 Geographic-wise Break-Up Salient Numbers International Business 230 bps 250 bps Dom

  11. Slide 11: FY26 Performance at Glance

    FY26 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ༤ϭϰϳ͕ϭϮϯ Mn ༤ϯϬ͕ϬϱϮDŶͬϮϬ͘ϰй ༤Ϯϯ͕ϬϭϴDŶͬϭϱ͘ϲй нϭϯ͘ϱйzŽz'ƌŽǁƚŚ нϭϵ͘ϲйzŽz'ƌŽǁƚŚ нϲ͘ϯйzŽz'ƌŽǁƚŚ džĐĞƉƚŝŽŶĂůŝƚĞŵƐĨŽƌƚŚĞ&zϮϲŝƐ༤ϭϳϰϴDŶ͘2 Geographic-wise Break-Up Salient Numbers International Business ৷%Q ৷0Q Domestic Net

  12. Slide 12: Q4 & FY26 – P&L Highlights

    Q4 & FY26 – P&L Highlights WĂƌƚŝĐƵůĂƌƐ;ůůĨŝŐƵƌĞƐŝŶཪDŶͿ Q4FY26 Q4FY25 YoY growth Q3FY26 QoQ growth FY26 FY25 YoY growth ZĞǀĞŶƵĞĨƌŽŵKƉĞƌĂƚŝŽŶƐ 36,033 31,438 14.6% 37,368 -3.6% 147,123 129,645 13.5% 'ƌŽƐƐWƌŽĨŝƚ 23,555 18,645 26.3% 24,641 -4.4% 96,195 82,003 17.3% 'ƌŽƐƐWƌŽĨŝƚDĂƌŐŝŶ 65.4% 59.3% 65.9% 65.

  13. Slide 13: Contents

    CONTENTS Company’s Financial Performance Business Updates – Q4 & FY26 Company overview and journey so far ϳ

  14. Slide 14: Q4FY26 - Domestic Business Performance

    Q4FY26 - Domestic Business Performance Yϰ&zϮϲƐĂůĞƐŽĨཪϮϯ͕ϮϰϱDŶ ;ϴ͘ϴйzŽzŐƌŽǁƚŚͿ ƒ Domestic business1 revenue grew by 8.8% YoY to ^ĂůĞƐ;ŝŶཪDŶͿ ൠ23,245 Mn from ൠ21,355 Mn during the same period last year. нϴ͘ϴй ƒ Domestic revenue contributed 65.5% to total sales in Q4 Ϯϯ͕Ϯϰϱ FY26. Ϯϭ͕ϯϱϱ ƒ According to

  15. Slide 15: Q4 FY26 - outpacing the market growth in six key focus therapies

    Q4 FY26 - outpacing the market growth in six of the key focus therapies KƵƚƉĞƌĨŽƌŵĂŶĐĞŝŶϲŽĨƚŚĞŬĞLJ/WDĨŽĐƵƐƚŚĞƌĂƉŝĞƐ ůŬĞŵŐƌŽǁƚŚǀƐ͘/WDŐƌŽǁƚŚ Therapy Class Growth YoY % Market share % IPM Rank – Value ϭϭ͘ϭй Anti Ϯ͘ϱй ϭϬ͘ϭй Infectives Ϯ͘ϰй 12.9% 1 Gastro ϳ͘ϳй 7.9% +0.4% 4 Intestinal ϭϯ͘ϴй ϭϮ͘ϱй +0.4% VMN

  16. Slide 16: FY26 - Domestic Business Performance

    FY26 - Domestic Business Performance &zϮϲƐĂůĞƐŽĨཪϵϴ͕ϱϭϰDŶ ;ϵ͘ϳйzŽzŐƌŽǁƚŚͿ ƒ Domestic business1 revenue grew by 9.7% YoY to ^ĂůĞƐ;ŝŶཪDŶͿ ൠ98,514 Mn from ൠ89,837 Mn during the same period last year. нϵ͘ϳй ƒ Domestic revenue contributed 67.8% to total sales in ϵϴ͕ϱϭϰ FY26. ϴϵ͕ϴϯϳ ƒ According to IQVIA (

  17. Slide 17: FY26 - outpacing the market growth in seven key focus therapies

    FY26 - outpacing the market growth in seven of the key focus therapies KƵƚƉĞƌĨŽƌŵĂŶĐĞŝŶϳŽĨƚŚĞŬĞLJ/WDĨŽĐƵƐƚŚĞƌĂƉŝĞƐ ůŬĞŵŐƌŽǁƚŚǀƐ͘/WDŐƌŽǁƚŚ Therapy Class Growth YoY % Market share % IPM Rank – Value ϵ͘Ϭй ϵ͘Ϯй Anti ϰ͘Ϭй 13.2% 1 Infectives ϰ͘ϰй Gastro ϱ͘ϳй 7.9% +0.2% 4 Intestinal ϴ͘ϯй ϵ͘Ϯй VMN ϭϴ͘ϰй 6.7%

  18. Slide 18: Q4FY26 - US Business Performance

    Q4FY26 - US Business Performance Yϰ&zϮϲƐĂůĞƐŽĨཪϳ͕ϲϴϭDŶ ;Ϯϲ͘ϮйzŽzŐƌŽǁƚŚͿ ^ĂůĞƐ;ŝŶཪDŶͿ ƒ US business1 revenue grew by 26.2% YoY to ൠ7,681 Mn нϮϲ͘Ϯй ϳ͕ϲϴϭ from ൠ6,086 Mn during the same period last year. ϲ͕Ϭϴϲ ƒ The strong growth was mainly on account of continued growth traction in new launches and vo

  19. Slide 19: US Market Filing and approvals status

    US Market Filing and approvals status ANDA / BLA Filings ϳ 6 ϱ ϱ ϱ 4 4 3 2 2 2 1 1 1 1 Yϭ&zϮϱ YϮ&zϮϱ Yϯ&zϮϱ Yϰ&zϮϱ Q1 FY26 Q2FY26 Q3FY26 Q4 FY26 E&ŝůĞĚ EƉƉƌŽǀĞĚ >&ŝůĞĚ As of March 31, 2026, the Company has filed 192 ANDAs, 2 NDAs and 1 BLA and has received 167 ANDAs approvals (including 19 tentative

  20. Slide 20: FY26 - US Business Performance

    FY26 - US Business Performance &zϮϲƐĂůĞƐŽĨཪϮϵ͕ϴϰϱDŶ ;ϮϬ͘ϯйzŽzŐƌŽǁƚŚͿ ^ĂůĞƐ;ŝŶཪDŶͿ нϮϬ͘ϯй Ϯϵ͕ϴϰϱ ƒ US business1 revenue grew by 20.3% YoY to ൠ29,845 Mn from ൠ24,818 Mn YoY. Ϯϰ͕ϴϭϴ ƒ The strong growth was mainly on account of continued growth traction in new launches and volume increase. ƒ US revenue

  21. Slide 21: Q4FY26 - Non-US Business Performance

    Q4FY26 - Non-US Business Performance Yϰ&zϮϲƐĂůĞƐŽĨཪϰ͕ϱϰϯDŶ ;Ϯϰ͘ϭйzŽzŐƌŽǁƚŚͿ ^ĂůĞƐ;ŝŶཪDŶͿ нϮϰ͘ϭй ϰ͕ϱϰϯ ƒ Non-US business revenue grew by 24.1% YoY to ൠ4,543 Mn from ൠ3,661 Mn during the same period last ϯ͕ϲϲϭ year. ƒ Non-US revenue contributed 12.8% to total sales in Q4 FY26. ƒ The Non-US business gr

  22. Slide 22: FY26 - Non-US Business Performance

    FY26 - Non-US Business Performance &zϮϲƐĂůĞƐŽĨཪϭϲ͕ϵϲϰDŶ ;Ϯϲ͘ϳйzŽzŐƌŽǁƚŚͿ ^ĂůĞƐ;ŝŶཪDŶͿ нϮϲ͘ϳй ϭϲ͕ϵϲϰ ƒ Non-US business revenue grew by 26.7% YoY to ϭϯ͕ϯϵϮ ൠ16,964 Mn from ൠ13,392 Mn YoY. ƒ Non-US revenue contributed 11.7% to total sales in FY26. ƒ The Non-US business growth was driven by strong growt

  23. Slide 23: Facility Regulatory Status

    Facility Regulatory Status &ĂĐŝůŝƚLJ ĂƉĂďŝůŝƚLJ /ŶƐƉĞĐƚŝŽŶĂƚĞ ZĞŐƵůĂƚŽƌLJ^ƚĂƚƵƐ ĂĚĚŝ;/ŶĚŝĂͿ &ŽƌŵƵůĂƚŝŽŶƐ DĂƌ-24 /ZZĞĐĞŝǀĞĚŝŶ:ƵŶĞϮϬϮϰ &ŽƌŵϰϴϯƌĞĐĞŝǀĞĚ͖ƵĚŝƚƌĞƐƉŽŶƐĞƵŶĚĞƌ ĂŵĂŶ;/ŶĚŝĂͿ &ŽƌŵƵůĂƚŝŽŶƐ Ɖƌ-26 ƐƵďŵŝƐƐŝŽŶ dĂůŽũĂZΘ;/ŶĚŝĂͿ ŝŽĞƋƵŝǀĂůĞŶĐĞĞŶƚƌĞ Ɖƌ-26 /ZǁĂŝƚĞĚ- EŽŽďƐĞƌǀĂƚŝŽŶƌĞĐĞŝǀĞĚ͘ ŶŬůĞƐŚǁĂƌ;/ŶĚŝĂͿ W/

  24. Slide 24: Shareholding Pattern as on Mar 31, 2026

    Shareholding Pattern as on Mar 31, 2026 ϭϳ͘ϯй ^dŝĐŬĞƌ ϱϯϵϱϮϯ E^^LJŵďŽů ><D ^ŚĂƌĞƐKƵƚƐƚĂŶĚŝŶŐ;DŶͿ ϭϮϬ ϱϭ͘Ϯй DĂƉ;ZƐŝŶDŶͿΎ ϲϯϯ͕ϰϵϱ ϯϭ͘ϱй &ƌĞĞ&ůŽĂƚDĂƉ;ZƐŝŶDŶͿ Ϯϵϳ͕ϰϴϵ /ŶĚƵƐƚƌLJ WŚĂƌŵĂĐĞƵƚŝĐĂůƐ WƌŽŵŽƚĞƌΘWƌŽŵŽƚĞƌ'ƌŽƵƉ EŽŶ-/ŶƐƚŝƚƵƚŝŽŶ *Share Price - Rs 5,299 from NSE as of 31st Mar 26. /ŶƐƚŝƚƵƚŝŽŶ Institutio

  25. Slide 25: Contents

    CONTENTS Company’s Financial Performance Business Updates – Q4 & FY26 Company overview and journey so far ϭϵ

  26. Slide 26: Alkem Laboratories at Glance (FY26)

    Alkem Laboratories at Glance (FY26) ηϯ ηϲ >ĞĂĚŝŶŐWůĂLJĞƌ dŽƉϰ ZĂŶŬŝŶ ZĂŶŬďLJǀĂůƵĞŝŶ /ŶƚŚĞdƌĂĚĞ WůĂLJĞƌŝŶϰŽƵƚŽĨƚŽƉ Market Leadership WƌĞƐĐƌŝƉƚŝŽŶƐ1 IPMϮ 'ĞŶĞƌŝĐƐƐĞŐŵĞŶƚ ϳůĂƌŐĞƐƚ/WD͛ƐdƐϮ ༤ϭ͕ϰϳ͕ϭϮϮDŶ ϲϳ͘ϴй ϮϬ ϭϯ͕ϱϬϬн dŽƚĂůZĞǀĞŶƵĞϯ ŽŵĞƐƚŝĐZĞǀĞŶƵĞ ƌĂŶĚĨĂŵŝůŝĞƐǁŽƌƚŚ &ŝĞůĚĨŽƌĐĞ4 Scale ༤ϭϬϬϬDŶнϮ ϲϱ͘ϰй ϮϬ͘ϰй ϭϱ

  27. Slide 27: 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 %UDQGV!ൠ0Q ƵŝůĚŝŶŐůĂƌŐĞďƌĂŶĚĨĂŵŝůŝĞƐĚĞĨŝŶĞƐ

  28. Slide 28: 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

  29. Slide 29: Thank You

    THANK YOU For any queries, contact: Purvi Shah – Head of Investor Relations ^ƚĂLJ ƵƉĚĂƚĞĚ on ŝƐĐůĂŝŵĞƌ͗ dŚŝƐ is a ĐŽŶĮĚĞŶƚŝĂů email from ůŬĞŵ >ĂďŽƌĂƚŽƌŝĞƐ >ŝŵŝƚĞĚ͘ dŚĞ contents of this email ĂŶĚ ĂŶLJ attachments are ƐŽůĞůLJ ŝŶƚĞŶĚĞĚ for the ĂĚĚƌĞƐƐĞĞ;ƐͿ ĂŶĚ in Mobile: +91 84337 00890 all ůŝŬĞůŝŚŽŽĚ con

Alkem Laboratories — Q4 FY26 Earnings Presentation on 6ix