ALKEMNSEQ1FY26August 12, 2025

Alkem Laboratories Limited

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Key numbers — 40 extracted
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12th August, 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
11%
ompliance Officer Encl.: a/a Press Release Alkem reports 11% revenue growth, 22% rise in net profit in Q1 FY26. Mumbai, August 12, 2025: Alkem Laboratories L
22%
Encl.: a/a Press Release Alkem reports 11% revenue growth, 22% rise in net profit in Q1 FY26. Mumbai, August 12, 2025: Alkem Laboratories Ltd. today announced
₹33,711 million
ial Metrics Key highlights of Q1 FY26 financial performance • Total Revenue from Operations was ₹33,711 million, with YoY growth of 11.2%. o India sales were ₹22,650 million, YoY growth of 12.0%. o Internatio
11.2%
Y26 financial performance • Total Revenue from Operations was ₹33,711 million, with YoY growth of 11.2%. o India sales were ₹22,650 million, YoY growth of 12.0%. o International sales were ₹10,539 mil
₹22,650 million
• Total Revenue from Operations was ₹33,711 million, with YoY growth of 11.2%. o India sales were ₹22,650 million, YoY growth of 12.0%. o International sales were ₹10,539 million, with YoY growth of 8.9%. • Ear
12.0%
was ₹33,711 million, with YoY growth of 11.2%. o India sales were ₹22,650 million, YoY growth of 12.0%. o International sales were ₹10,539 million, with YoY growth of 8.9%. • Earnings before Interest
₹10,539 million
th of 11.2%. o India sales were ₹22,650 million, YoY growth of 12.0%. o International sales were ₹10,539 million, with YoY growth of 8.9%. • Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA
8.9%
2,650 million, YoY growth of 12.0%. o International sales were ₹10,539 million, with YoY growth of 8.9%. • Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were ₹7,391 million, r
₹7,391 million
YoY growth of 8.9%. • Earnings before Interest, Tax, Depreciation, and Amortisation (EBITDA) were ₹7,391 million, resulting in an EBITDA margin of 21.9% vs. 20.1% in Q1 FY25. EBITDA grew by 21.4% YoY. • R&D ex
21.9%
Tax, Depreciation, and Amortisation (EBITDA) were ₹7,391 million, resulting in an EBITDA margin of 21.9% vs. 20.1% in Q1 FY25. EBITDA grew by 21.4% YoY. • R&D expenses for Q1 FY26 were ₹1,184 million,
20.1%
ciation, and Amortisation (EBITDA) were ₹7,391 million, resulting in an EBITDA margin of 21.9% vs. 20.1% in Q1 FY25. EBITDA grew by 21.4% YoY. • R&D expenses for Q1 FY26 were ₹1,184 million, or 3.5% of
Guidance — 13 items
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Isha Trivedi +91 98925 90003 alkemcorpcomm@alkem.com Invite for Q1 FY26 Conference Call at 5.00 pm IST, August 12, 2025 Mumbai, August 07, 2025: Alkem Laboratories Ltd.
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(NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Tuesday, August 12, 2025, from 5:00 pm to 6:00 pm IST to discuss its Q1 FY26 financial results.
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The call will follow the announcement of the Company’s Q1 FY26 financial results on Tuesday, August 12, 2025.
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Exceptional items for the quarter primarily includes gain of ₹142.9 Mn from the sale of the Indore facility 5 S T N E T N O C Company’s Financial Performance Business Updates – Q1 FY26 Company overview and journey so far 6 Domestic Business Performance Q1 FY26 sales of ₹22,650 Mn (12.0% YoY growth) Sales (in ₹ Mn) +12.0% 22,650 20,223 Q1 FY25 Q1 FY26 1.
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▪ Domestic revenue contributed 68.3% to total sales in Q1 FY26, up from 67.6% in Q1 FY25.
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▪ According to IQVIA (SSA) data, for Q1 FY26: ▪ The Company registered a growth of 9.7% YoY compared to the Indian Pharmaceutical Market (IPM), which grew by 8.5%.
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Alkem has delivered a strong performance in Q1 FY26, outpacing the market growth in key focus therapies Outpaced the market by 120 bps, delivering 9.7% growth vs.
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Jun’25 8 15+ years of unmatched leadership in the Anti-Infectives therapy US Business Performance Q1 FY26 US Business sales of ₹6,982 Mn (8.8% YoY growth) Sales (in ₹ Mn) +8.8% 6,982 6,416 Q1 FY25 Q1 FY26 9 ▪ US business revenue grew by 8.8% YoY to ₹6,982 Mn from ₹6,416 Mn during the same period last year.
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▪ US revenue contributed 21.0% to total sales in Q1 FY26.
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▪ During the Q1 FY26, the Company filed its first BLA, received 05 ANDAs approvals (including 02 tentative approvals) and launched 03 ANDAs.
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Speaking time
Investors
1
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 Q1 FY26 Conference Call at 5.00 pm IST, August 12, 2025 Mumbai, August 07, 2025: Alkem Laboratories Ltd. (NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Tuesday, August 12, 2025, from 5:00 pm to 6:00 pm IST to discuss its Q1 FY26 financial results. The call will follow the announcement of the Company’s Q1 FY26 financial results on Tuesday, August 12, 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=9357875&link SecurityString=46351d096d You are requested to dial in 10 minutes ahead of the 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
E-mail
Tushar.Manudhane@motilaloswal.com Alkem Laboratories Ltd. Q1 FY26 Results Presentation 12th August 2025 1 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; •
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