APLLTDBSEAlembic Pharmaceuticals LtdMediumNeutral
Announced Fri, 15 May · 14:53 IST

Please find attached.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

APLLTD · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.5%1-day move
₹785.00
prior close
₹786.30
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1+0.1+0.0-0.6-7.5-4.1-4.5-4.6-3.6-3.3-4.9-5.9+8.6
Up moveDown movePending
AI summary

Alembic Pharmaceuticals reported FY26 revenue of INR 73.45 billion, up 10% YoY, with Q4 revenue of INR 18.48 billion growing 4% YoY. The company achieved PAT of INR 2.03 billion in Q4 (+29% YoY) and INR 6.75 billion for full year (+16% YoY). Pre-R&D EBITDA margin improved from 24% to 25%, indicating margin expansion. US formulation business grew 11% to INR 5.64 billion driven by 15 product launches, while India Branded Business grew 4% to INR 5.68 billion. R&D spending increased 39% to 11% of revenue due to peptide development and higher ANDA filings. Ex-US formulation de-grew 2% due to higher base effect.

Likely market impact

The margin improvement from 24% to 25% demonstrates successful cost management and operating leverage, which should be positive for shareholders. The strong R&D investment signals commitment to pipeline development while maintaining profitability growth.