ALKEMNSEQ4FY25May 29, 2025

Alkem Laboratories Limited

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Key numbers — 40 extracted
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29th May, 2025 To, The Corporate Relationship Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400 001. Scrip Code: 539523 National Stock Exchange of India Limited Excha
7.1%
ompliance Officer Encl.: a/a Press Release Alkem reports 7.1% YoY revenue growth in Q4FY25; Annual EBITDA margin expands by 170 basis points Mumbai, May 29, 2
170 basis point
Press Release Alkem reports 7.1% YoY revenue growth in Q4FY25; Annual EBITDA margin expands by 170 basis points Mumbai, May 29, 2025: Alkem Laboratories Ltd. today announced its standalone and consolidated f
₹ 31,438 million
umbai today. Key highlights of Q4FY25 financial performance • Total Revenue from Operations was ₹ 31,438 million, with YoY growth of 7.1%. o India sales were ₹ 21,355 million, YoY growth of 8.1%. o Internation
₹ 21,355 million
• Total Revenue from Operations was ₹ 31,438 million, with YoY growth of 7.1%. o India sales were ₹ 21,355 million, YoY growth of 8.1%. o International sales were ₹ 9,747 million, with YoY growth of 7.2%. • Earn
8.1%
was ₹ 31,438 million, with YoY growth of 7.1%. o India sales were ₹ 21,355 million, YoY growth of 8.1%. o International sales were ₹ 9,747 million, with YoY growth of 7.2%. • Earnings before Interest
₹ 9,747 million
wth of 7.1%. o India sales were ₹ 21,355 million, YoY growth of 8.1%. o International sales were ₹ 9,747 million, with YoY growth of 7.2%. • Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA
7.2%
21,355 million, YoY growth of 8.1%. o International sales were ₹ 9,747 million, with YoY growth of 7.2%. • Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were ₹ 3,913 million,
₹ 3,913 million
YoY growth of 7.2%. • Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were ₹ 3,913 million, resulting in an EBITDA margin of 12.4% vs. 13.7% in Q4FY24. EBITDA declined by 2.7% YoY. • R&D
12.4%
ax, Depreciation, and Amortisation (EBITDA) were ₹ 3,913 million, resulting in an EBITDA margin of 12.4% vs. 13.7% in Q4FY24. EBITDA declined by 2.7% YoY. • R&D expenses for Q4FY25 were ₹ 1,585 million
13.7%
iation, and Amortisation (EBITDA) were ₹ 3,913 million, resulting in an EBITDA margin of 12.4% vs. 13.7% in Q4FY24. EBITDA declined by 2.7% YoY. • R&D expenses for Q4FY25 were ₹ 1,585 million, or 5.0%
2.7%
e ₹ 3,913 million, resulting in an EBITDA margin of 12.4% vs. 13.7% in Q4FY24. EBITDA declined by 2.7% YoY. • R&D expenses for Q4FY25 were ₹ 1,585 million, or 5.0% of total revenue from operations, c
Guidance — 16 items
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(NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Thursday, May 29, 2025, from 4:30 pm to 5:30 pm IST to discuss its Q4FY25 & FY25 financial results.
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The call will follow the announcement of the Company’s Q4FY25 & FY25 financial results on Thursday, May 29, 2025.
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• According to secondary sales data from IQVIA, for Q4 FY25, the Company achieved a growth rate of 6.5%, outpacing IPM 's growth of 6.9%.
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s e i p a r e h T e t u c A s e i p a r e h T c i n o r h C INDIA BUSINESS UPDATE Q4FY25 Sales of ₹ 21,355 million (8.1% YoY growth) • Contribution of domestic sales to total sales in Q4FY25 was 68.7% and for FY25 was 70.2%.
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Q4FY25 – India Sales (₹ Mn) FY25 – India Sales (₹ Mn) 19,755 21,355 84,368 89,837 Q4FY24 Q4FY25 FY24 FY25 US BUSINESS UPDATE Q4FY25 Sales of ₹ 6,086 million (2.5% YoY de-growth) • Overall contribution of US sales to total sales was 19.6% in Q4FY25 and 19.4% in FY25.
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• During Q4FY25, the US business de-grew by 2.5% and in FY25 it de-grew by 10.4%.
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• For FY25, the Company has filed 9 ANDAs with the USFDA and has received 14 approvals (including 3 Tentative Approvals).
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Q4FY25 – US Sales (₹ Mn) 6,241 6,086 FY25 – US Sales (₹ Mn) 27,709 24,818 Q4FY24 Q4FY25 FY24 FY25 UPDATE ON USFDA INSPECTIONS Facility Baddi (India) Daman (India) Taloja R&D (India) Ankleshwar (India) Mandva (India) California (USA) Note: USFDA conducted a virtual inspection at our manufacturing facilities in Daman from October 5th to 7th, 2020.
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Q4Y25 – Other International Sales (₹ Mn) FY25 – Other International Sales (₹ Mn) 3,661 12,315 13,392 2,855 Q4FY24 Q4FY25 FY24 FY25 KEY HIGHLIGHTS OF FY25 Total Revenue from Operations was ₹ 129,645 million, year-on-year growth of 2.3%.
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The contribution of domestic sales to total sales in FY25 was 70.2% vs.
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Speaking time
Investors
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Media
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Details of the conference call are as follows
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Dial in Details
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Opening remarks
Investors
Purvi Shah – Head of Investor Relations +91 84337 00890 purvi.shah@alkem.com +91-22-3982 9999 Ext: 9447 +91-22-3982 9999 Ext: 9672
Media
Isha Trivedi +91 98925 90003 alkemcorpcomm@alkem.com Invite for Q4FY25 Conference Call at 4:30 pm IST, May 29, 2025 Mumbai, May 19, 2025: 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 29, 2025, from 4:30 pm to 5:30 pm IST to discuss its Q4FY25 & FY25 financial results. The call will follow the announcement of the Company’s Q4FY25 & FY25 financial results on Thursday, May 29, 2025. Alkem Laboratories Ltd. will be represented on the call by: Dr. Vikas Gupta – CEO Mr. Nitin Agrawal – CFO Motilal Oswal Securities Ltd. will host the call.
Dial in Details
India: +91 22 6280 1149 / +91 22 7115 8050 International Toll-Free USA UK Singapore Hong Kong :1 866 746 2133 : 0 808 101 1573 : 800 101 2045 : 800 964 448 Express Join with Diamond Pass https://services.choruscall.in/DiamondPassRegistration/register?confirmationNumber=09102 59&linkSecurityString=693c5318e You are requested to dial in 10 minutes ahead of the scheduled start time. Purvi Shah / Isha Trivedi Investor Relations / Media Alkem Laboratories Ltd. Mobile: +91 84337 00890 / 98925 90003 Tel.: +91 22 3982 9999 Ext: 9447 E-mail: purvi.shah@alkem.com/ isha.trivedi@alkem.com Tushar Manudhane Institutional Research Analyst - Healthcare Motilal Oswal Securities Ltd. Tel.: +91 22 6129 1536 / +91 82911 38039
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Tushar.Manudhane@motilaloswal.com 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 other statements that are other than statements of historical fact, including, but not limited to, those that are identified by the use of words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “predicts”, “projects” and similar expressions. Risks and uncertainties that could affect us include, without limitation: • General economic and business conditions in India and other key global markets in which we operate; • The ability to successfully implement our strategy, our research and development efforts, growth & expansion plans and technological changes; • Changes in the value of the Rupee and other currency changes; • Changes
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