Alivus Life Sciences Limited has informed the Exchange about Transcript
ALIVUS · price
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Alivus Life Sciences reported Q1 FY26 revenue of INR 602 crores, up 2.2% year-on-year, with EBITDA at INR 181 crores (up 9.9% YoY) and EBITDA margin of 30.1%, up 210 basis points YoY. Growth was driven by the non-GPL business, which grew 14.5% YoY, while the GPL business declined 22% YoY due to inventory rationalization. Profit after tax stood at INR 122 crores with a 20.2% PAT margin. The company reiterated FY26 guidance of mid-teens volume growth, high single-digit revenue growth, and EBITDA margins in the 28-30% band. Alivus remains net debt-free with INR 660 crores in cash and guided capex of INR 600 crores (including INR 190 crores carryover). CDMO business, currently 6-7% of revenue, is targeted to grow to 12-15% over the next 4-5 years, with management confirming inorganic growth is on the table.
Strong margin expansion and net cash position are positives, but muted top-line growth due to GPL weakness and pricing pressures may limit near-term upside. Confirmation of inorganic growth ambitions and CDMO expansion targets could be incrementally positive for long-term investors.