Alkem Laboratories Limited
2,797words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
17%
22%
₹40,010 million
17.2%
₹27,660 million
12.4%
₹11,890 million
29.5%
₹9,208
million
23.0%
22.0%
Guidance — 9 items
Investors
opening
“Exceptional items for half year ended 30 Sep 2025, 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 – Q2 FY26 Company overview and journey so far 6 Domestic Business Performance Q2 FY26 sales of ₹27,660 Mn (12.4% YoY growth) Sales (in ₹ Mn) +12.4% 27,660 24,610 Q2 FY25 Q2 FY26 1.”
Investors
opening
“ Domestic revenue contributed 69.9% to total sales in Q2 FY26.”
Investors
opening
“ According to IQVIA (SSA) data, for Q2 FY26: In the Acute segment, Alkem became the number one company in IPM this quarter.”
Investors
opening
“Sep’25; (1) GLP/GIP includes recent launches of molecules Semaglutide and Tirzepatide 8 US Business Performance Q2 FY26 US Business sales of ₹7,649 Mn (28.0% YoY growth) Sales (in ₹ Mn) +28.0% 7,649 5,976 Q2 FY25 Q2 FY26 US business revenue grew by 28.0% YoY to ₹7,649 Mn from ₹5,976 Mn during the same period last year.”
Investors
opening
“ US revenue contributed 19.3% to total sales in Q2 FY26.”
Investors
opening
“ During the Q2 FY26, the Company filed 02 ANDAs, received 01 ANDA tentative approval and launched 04 ANDAs.”
Investors
opening
“9 US Market Filing and approvals status 3 5 2 ANDA / BLA Filings 6 4 5 2 1 2 1 1 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26 ANDA Filed ANDA Approved BLA Filed As of September 30, 2025, the Company has filed 187 ANDAs, 2 NDAs and 1 BLA and has received 163 ANDAs approvals (including 17 tentative approvals) and 2 NDAs approvals.”
Investors
opening
“10 Non-US Business Performance Q2 FY26 sales of ₹4,241 Mn (32.4% YoY growth) Sales (in ₹ Mn) +32.4% 4,241 3,205 Q2 FY25 Q2 FY26 11 Non-US business revenue grew by 32.4% YoY to ₹4,241 Mn from ₹3,205 Mn during the same period last year.”
Investors
opening
“ Non-US revenue contributed 10.7% to total sales in Q2 FY26.”
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Speaking time
1
Opening remarks
Investors
Isha Trivedi Purvi Shah – Head of Investor Relations +91 98925 90003 +91 84337 00890 purvi.shah@alkem.com alkemcorpcomm@alkem.com +91-22-3982 9999 Ext: 9447 +91-22-3982 9999 Ext:9672 Alkem Laboratories Ltd. Q2 FY26 Results Presentation 13th November 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 oper
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