Alembic Pharmaceuticals Limited
2,578words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
INR
17.70
INR
2.86
INR
1.57
17%
5%
9%
6%
12%
14%
16.15
%
8.9%
Guidance — 2 items
Brand basket
opening
“Yearly Financials INR Bn Revenue 53.06 56.53 62.29 66.72 10.53 EBIDTA 9.61 # 10.53 6.65 7.79 # Net Profit 6.16 5.84 4.97 # FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 EBIDTA margin % Capex 20% 14% # 15% # 16% 4.67 4.12 3.45 5.75 25% * ROCE % 14%*# 15%*# 16%*# FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 # Note : FY22 & FY23 numbers are without considering one-time impact of Aleor write off for better comparison.”
Targets
opening
“* Accounting for scope-3 emissions * Improved rating in Carbon Disclosure Project (CDP).”
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Risks & concerns — 1 flagged
Yearly Financials INR Bn Revenue 53.06 56.53 62.29 66.72 10.53 EBIDTA 9.61 # 10.53 6.65 7.79 # Net Profit 6.16 5.84 4.97 # FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 EBIDTA margin % Capex 20% 14% # 15% # 16% 4.67 4.12 3.45 5.75 25% * ROCE % 14%*# 15%*# 16%*# FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 # Note : FY22 & FY23 numbers are without considering one-time impact of Aleor write off for better comparison.
— Brand basket
Speaking time
1
1
1
1
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Opening remarks
Brand basket
Annual Sales value No of brands INR Mn Above 300 4 200-300 2 100-200 5 20-100 22 09 Technology transforming business 1 2 3 4 Introduced iPad-based engagement for field force to enhance brand communication with healthcare professionals Migrated to Salesforce CRM for seamless field operations, ensuring a 360-degree view of HMPs in real-time Modernized data infrastructure via Snowflake to enable real-time, big data analytics Developed a GenAI-powered WhatsApp bot, Alembic Ask TARA, for employee support and productivity enhancement. This initiative utilizes OpenAI’s latest models and AWS Cloud, with phased rollouts planned. 10 US Business Revenue Q4 FY25 Growth: 20% INR Bn Revenue – Last 5 Years Q4FY25 Q4FY24 21.63 16.66 15.72 17.30 INR Bn 19.57 4.23 5.08 Q4FY24 Q4FY25 FY21 FY22 FY23 FY24 FY25 Approved ANDAs Oral Solids Total – 220* * Includes 26 Tentative Approval Q4FY25 : - 5 ANDA Filings, 2 Final Approvals YTD FY25 : - 8 ANDA Filings, 24 Final approvals Cumulative : - 266 ANDA Filings,
Targets
* Organization’s GHG Emissions are verified and validated by SBTi. * Commissioned 2nd 12 MW Solar Park at Bhatpur, Vadodara. Total Solar power capacity 24 MW. * 21 % Reduction in Specific Water Consumption (KL/MT). * 81% Treated wastewater recycled. * Developed total 102 Nos. of recharge wells. * Planted total 25000+ trees. * 16% reduction in Landfill waste. * Accounting for scope-3 emissions * Improved rating in Carbon Disclosure Project (CDP). * Zero Fatality * Great place to work certified for 3rd consecutive year * 7% improvement in safety leading indicators * 2,44,460 benefited through CSR initiatives * Implemented Supplier Code of Conduct and Sustainable Procurement Policy * 26% Critical Vendor Assessed against the ESG Criteria * Initiated comprehensive organisational risk assessment * Implemented Artificial Intelligence Policy * Net-Zero through 1.5 Degree C Pathway by 2050 * Water Neutrality by 2027 * 1,00,000 Tree Plantation by 2029 16 Strategic Roadmap Strategi
Established US front-end
transition to direct marketing 2022 Azithral ranked 16th highest selling brand. Aleor Dermaceuticals merged with Alembic Pharma 21 Robust Infrastructure Location Dosage Form Last USFDA Audit International Generics F1 – Panelav General Oral Solids July’24* F2 – Panelav F3 – Karkhadi Oncology Oral Solids Mar’24* Oncology Injectables Oct’24 General Injectables Ophthalmic Mar’23* F4 – Jarod General Oral Solids Nov’24 F5 - Karkhadi Various derma forms Mar’23* API API I & II – Panelav API III – Karkhadi Dec’18* Mar’25* *EIRs in place. API III : USFDA Audit cleared without any 483 observations. F4 : Response of observations (FDA Form 483) is submitted. EIR Received. F2 - Injectable : USFDA Audit cleared without any 483 observation. EIR Received. F2 - Panelav F3 - Karkhadi F4 - Jarod F5 - Karkhadi 22 May 06, 2025 Thank You For further queries, please contact: Mr. Ajay Desai ajay.desai@alembic.co.in 022-6695 3681
Investor Relations Advisors
Adfactors PR Pvt. Ltd. Snighter Albuquerque snighter.a@adfactorspr.com Darshan Mankad darshan.mankad@adfactorspr.com 23
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