Please find enclosed herewith transcript of Earnings Call held on 15th May, 2026, which is also made available on the website of the Company.
ALIVUS · price
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Alivus Life Sciences reported strong FY26 results with revenue of INR 2,552 crores (up 6.9% YoY) and EBITDA of INR 858 crores (up 19.6% YoY), achieving the highest-ever EBITDA margin of 33.6%, expanding 360 basis points. The non-GPL business led growth at 13%, now contributing 71% of total revenue (up from 59% in FY22). The company added 11 new products and 49 new customers during the year. Management confirmed confidence in sustaining EBITDA margins in the 30%-32% range despite challenges from geopolitical tensions affecting freight and raw material costs. Solapur Phase 1 is on track for Q2 FY27 operational start, and 2 new CDMO deals are expected in the second half of FY27. The company remains net debt-free with cash reserves of INR 782 crores.
The consistent margin expansion driven by favorable product mix and operational efficiency demonstrates improving business quality, which is positive for shareholders. The company is well-positioned to navigate near-term challenges while investing for future growth through capacity expansion and new technology development.