Alembic Pharmaceuticals Limited has informed the Exchange about Investor Presentation
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Awaiting price reaction for this filing.
Alembic Pharmaceuticals reported strong Q2 FY26 results with total revenue of INR 19.10 billion, up 16% year-on-year, driven by robust growth in international markets. EBITDA stood at INR 3.24 billion with margins around 17%, while net profit rose 20% YoY to INR 1.85 billion. International businesses led the charge, with US generics up 21% YoY at INR 5.66 billion, Ex-US generics surging 31% YoY to INR 3.92 billion, and API business growing 15% YoY to INR 3.14 billion. The India branded business grew modestly at 5% YoY to INR 6.39 billion. R&D spend increased to 10% of revenue. For H1 FY26, total revenue rose 13% YoY to INR 36.21 billion with net profit of INR 3.39 billion. The company has 269 cumulative ANDA filings, 226 approvals, and 10+ product launches planned for H2 FY26.
The strong international business performance, especially the 31% surge in Ex-US generics and improving US trajectory, is positive for the stock. However, the relatively weak India branded business growth (5%) and rising finance costs (+29% YoY) may temper sentiment. Higher R&D intensity and pipeline expansion suggest management is investing for future growth.