ALIVUSNSEQ2FY26November 06, 2025

Alivus Life Sciences Limited

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Key numbers — 40 extracted
rs,
vember 06, 2025 To, Dy. General Manager Department of Corporate Services, BSE Ltd., P. J. Towers, Dalal Street, Fort, Mumbai – 400 001 To, The Manager – Listing, National Stock Exchange of Indi
39.7%
this quarter, was fuelled by strong momentum in the non-GPL business, which delivered an impressive 39.7% YoY growth. Non-GPL business has shown a robust performance over last four quarters, driven by heal
30%
idence in the overall growth of our business. We remain confident of maintaining margins at around 30%, despite the absence of PLI benefits. The margins are reinforced by a robust pipeline of new launch
2.3%
t pipeline of new launches and operational efficiencies.” REVENUE ( I N ₹ M I L L I O N ) 5,880 -2.3% QoQ 16.0% YoY EBITDA ( I N ₹ M I L L I O N ) 1,939 6.9% QoQ 35.7% YoY PAT ( I N ₹ M I L L I O
16.0%
of new launches and operational efficiencies.” REVENUE ( I N ₹ M I L L I O N ) 5,880 -2.3% QoQ 16.0% YoY EBITDA ( I N ₹ M I L L I O N ) 1,939 6.9% QoQ 35.7% YoY PAT ( I N ₹ M I L L I O N ) 1,301
6.9%
EVENUE ( I N ₹ M I L L I O N ) 5,880 -2.3% QoQ 16.0% YoY EBITDA ( I N ₹ M I L L I O N ) 1,939 6.9% QoQ 35.7% YoY PAT ( I N ₹ M I L L I O N ) 1,301 7.1% QoQ 36.5% YoY GPL: Glenmark Pharmaceutic
35.7%
N ₹ M I L L I O N ) 5,880 -2.3% QoQ 16.0% YoY EBITDA ( I N ₹ M I L L I O N ) 1,939 6.9% QoQ 35.7% YoY PAT ( I N ₹ M I L L I O N ) 1,301 7.1% QoQ 36.5% YoY GPL: Glenmark Pharmaceuticals Ltd. •
7.1%
oY EBITDA ( I N ₹ M I L L I O N ) 1,939 6.9% QoQ 35.7% YoY PAT ( I N ₹ M I L L I O N ) 1,301 7.1% QoQ 36.5% YoY GPL: Glenmark Pharmaceuticals Ltd. • Alivus registered a revenue from operations o
36.5%
( I N ₹ M I L L I O N ) 1,939 6.9% QoQ 35.7% YoY PAT ( I N ₹ M I L L I O N ) 1,301 7.1% QoQ 36.5% YoY GPL: Glenmark Pharmaceuticals Ltd. • Alivus registered a revenue from operations of ₹ 5,880 M
₹ 5,880
oQ 36.5% YoY GPL: Glenmark Pharmaceuticals Ltd. • Alivus registered a revenue from operations of ₹ 5,880 Mn for Q2FY26, a growth of 16% YoY. • Gross Margin in Q2FY26 were at 57.7%, up by 260 bps QoQ & 210
16%
ceuticals Ltd. • Alivus registered a revenue from operations of ₹ 5,880 Mn for Q2FY26, a growth of 16% YoY. • Gross Margin in Q2FY26 were at 57.7%, up by 260 bps QoQ & 210 bps YoY, driven by strong la
57.7%
ue from operations of ₹ 5,880 Mn for Q2FY26, a growth of 16% YoY. • Gross Margin in Q2FY26 were at 57.7%, up by 260 bps QoQ & 210 bps YoY, driven by strong launches and product mix. • EBITDA margins for
Guidance — 4 items
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4 Q2 & H1 FY26 Performance Revenue (In ₹ M illion) , 6 4 1 8 , 6 4 9 6 , 6 0 1 8 , 5 8 8 0 , 5 0 6 9 EBITDA (In ₹ M illion) 28.2% 31.3% , 2 0 0 8 , 1 4 2 9 PAT (In ₹ M illio n) 32.1% 30.1% 33.0% 18.8% , 2 0 8 5 , 1 9 3 9 , 1 8 1 3 9 5 3 21.3% 21.8% 20.2% 22.1% , 1 3 7 0 , 1 4 1 9 , 1 3 0 1 , 1 2 1 5 EPS (In ₹) .
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FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 8 Business Performance Review 9 9 Segmental Performance | Generic API vs CDMO Generic API (Revenue In ₹ M illion) 5,966 5,941 4,739 CDMO (Revenue In ₹ M illio n) 5,513 5,464 434 364 300 240 278 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 • Generic API revenues in Q2FY26 saw a growth of 15.3% YoY.
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CDMO business is likely to witness a strong growth in H2FY26 led by addition of new project.
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• Development grid remains steady and future ready with mix of near term launches, NCE-1 and patent cliff opportunities for target markets.
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Opening remarks
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Technopolis Knowledge Park, A wing, Office No. 401 to 407, 4th Floor, Mahakali Caves Road, Andheri ( E), Mumbai – 400093 Mohol Bazarpeth, Solapur 413 213, India Plot No 170-172, Chandramouli Industrial Estate T: +91 22 6829 7979 | CIN: L74900PN2011PLC139963 | E: complianceofficer@alivus.com | W: www.alivus.com Investor Presentation Q2FY26 Disclaimer The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor should subscribe / purchase the company shares. The Company makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information contained herein. This presentation may include certain “forward looking statements”. T
REGISTERED OFFICE
T: 91 22 68297979 Technopolis Knowledge Park, A Wing, 401-407, 4th Floor, Mahakali Caves Road, Andheri (E), Mumbai, 400 093. Plot No. 170-172, Chandramouli Industrial Estate, Mohol Bazarpeth, Solapur - 413 213, India. CIN: L74900PN2011PLC139963 Website: www.alivus.com 20
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