Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q1 FY2027 Earnings Presentation
22 slides from Alkem Laboratories's earnings presentation, Aug 14, 2026
Slide 1: Cover letter to stock exchanges on Q1FY27 results
14th August, 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 A
Slide 2: Alkem reports 11% revenue growth in Q1FY27
Press Release Alkem reports 11% revenue growth in Q1FY27 Mumbai, August 14, 2026: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the first quarter ended June 30, 2026. The Board of Directors took record of these results at its meeting held in Mumbai tod
Slide 3: Operational highlights and facility regulatory status
o Chronic segment reported growth of 17.9% vs. IPM which grew by 15.4%, 250 bps outperformance. o We have outperformed IPM in seven key focused therapies: Anti-infectives grew by ~1.1X; Gastro-intestinal grew by ~1.2X, VMN ~1.4X, Pain ~1.8X, Anti-Diabetic ~1.4X, Respiratory ~1.6X and Derma ~1.6X. In
Slide 4: 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 manag
Slide 5: Invite for Q1FY27 Conference Call
Invite for Q1FY27 Conference Call at 4.30 pm IST, August 14, 2026 Mumbai, July 27, 2026: Alkem Laboratories Ltd. (NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Friday, August 14, 2026, from 4:30 pm to 5:30 pm IST to discuss
Slide 6: Alkem Laboratories Ltd. Q1 FY27 Results Presentation
Alkem Laboratories Ltd. Q1 FY27 Results Presentation 14th August 2026 1
Slide 7: 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 8: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY27 Company overview and journey so far 3
Slide 9: Q1 FY27 Performance at Glance
Q1 FY27 Performance at Glance Total Revenue EBITDA / Margin PAT1 / Margin from Operations ₹37,402 Mn ₹7,661 Mn / 20.5% ₹5,200 Mn / 13.9% +10.9% YoY Growth +3.7% YoY Growth -21.7% YoY Growth Geographic-wise Break-Up Salient Numbers International Business ₹57.64 Bn ₹1,502 Mn Net Cash as of 30th June 2
Slide 10: Q1 FY27 – P&L Highlights
Q1 FY27 – P&L Highlights Particulars Q1FY27 Q1FY26 YoY growth Q4FY26 QoQ growth Revenue from Operations 37,402 33,711 10.9% 36,033 3.8% Gross Profit 25,389 22,000 15.4% 23,555 7.8% Gross Profit Margin 67.9% 65.3% 65.4% EBITDA 7,661 7,391 3.7% 5,174 48.1% EBITDA Margin 20.5% 21.9% 14.4% PBT (before e
Slide 11: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY27 Company overview and journey so far 6
Slide 12: Domestic Business Performance
Domestic Business Performance Q1 FY27 sales of ₹24,978 Mn (10.3% YoY growth) Sales (in ₹ Mn) ▪ Domestic business revenue grew by 10.3% YoY to +10.3% ₹24,978 Mn from ₹ 22,650 Mn during the same period 24,978 last year. 22,650 ▪ Domestic revenue contributed 67.1% to total sales in Q1 FY27 vs. 68.2% in
Slide 13: Outpacing market growth in key focus therapies
Alkem has delivered a strong performance in Q1 FY27, outpacing the market growth in key focus therapies Outpaced the market by 100 bps, Outperformance in 7 of the key IPM focus therapies delivering 13.2% growth vs. 12.2% for IPM Therapy Class Growth YoY % Market share % IPM Rank – Value 13.2% Anti 7
Slide 14: US Business Performance
US Business Performance Q1 FY27 US Business sales of ₹7,439 Mn (6.5% YoY growth) Sales (in ₹ Mn) +6.5% 7,439 6,982 ▪ US business revenue grew by 6.5% YoY to ₹7,439 Mn from ₹ 6,982 Mn during the same period last year. ▪ US revenue contributed 20.0% to total sales in Q1 FY27. ▪ During the Q1 FY27, the
Slide 15: US Market Filing and approvals status
US Market Filing and approvals status ANDA / BLA Filings 7 5 5 5 4 2 1 1 1 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 ANDA Filed ANDA Approved BLA Filed As of June 30, 2026, the Company has filed 192 ANDAs, 2 NDAs and 1 BLA and has received 170 ANDAs approvals (including 18 tentative approvals) and 2 N
Slide 16: Non-US Business Performance
Non-US Business Performance Q1 FY27 sales of ₹4,785 Mn (34.5% YoY growth) Sales (in ₹ Mn) +34.5% 4,785 ▪ Non-US business revenue grew by 34.5% YoY to ₹4,785 Mn from ₹ 3,556 Mn during the same period last 3,556 year. ▪ Non-US revenue contributed 12.9% to total sales in Q1 FY27. ▪ The Non-US business
Slide 17: Shareholding Pattern as on June 30, 2026
Shareholding Pattern as on June 30, 2026 17.3% BSE Ticker 539523 NSE Symbol ALKEM Shares Outstanding (Mn) 120 49.7% MCap (Rs in Mn)* 665,894 33.1% Free Float MCap (Rs in Mn) 334,944 Industry Pharmaceuticals *Share Price - Rs 5,570 from NSE as of 30th June 2026 Promoter & Promoter Group Institution N
Slide 18: Contents
CONTENTS Company’s Financial Performance Business Updates – Q1 FY27 Company overview and journey so far 13
Slide 19: Alkem Laboratories at Glance (FY26)
Alkem Laboratories at Glance (FY26) #3 #6 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 ₹1,47,123 Mn 67.8% 17 14,500+ Total Revenue3 Domestic Revenue Brand families worth Field force4 Scal
Slide 20: 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 36 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 f
Slide 22: Thank You
THANK YOU For any queries, contact: Stay updated on Purvi Shah / Dishant Doshi 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 all likelihood contain information that is legally pr