APLLTDNSEAlembic Pharmaceuticals Limited· PharmaceuticalsMediumNeutral
Announced Fri, 15 May · 14:51 IST

Alembic Pharmaceuticals Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-7.5%1-day move
₹785.00
prior close
₹795.05
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AI summary

Alembic Pharmaceuticals reported Q4 FY26 revenue of INR 18.48 billion (up 4% YoY) with full-year FY26 revenue of INR 73.45 billion (up 10% YoY). The company achieved Q4 PAT of INR 2.03 billion, a strong 29% year-over-year increase, with net profit margin at 11%. Pre-R&D EBITDA margin improved from 24% to 25% year-over-year. The India Branded Business contributed INR 5.68 billion (up 4%), US Formulation delivered INR 5.64 billion (up 11%), while Ex-US Formulations saw a 2% de-growth at INR 3.69 billion. R&D spending increased 39% YoY to 11% of revenue, driven by one-off peptide development and higher ANDA filings. The company launched its first US branded product Pivya and commercialized 178 products in the US market.

Likely market impact

Strong profitability improvement with PAT up 29% YoY and margin expansion demonstrates operational efficiency. However, the 39% increase in R&D spending indicates significant investment in future growth, which could pressure near-term margins despite current improvement.