ALKEMNSEAlkem Laboratories LimitedHighNeutral
Announced Tue, 12 Aug · 13:32 IST

Alkem Laboratories Limited has informed the Exchange regarding Board meeting held on August 12, 2025.

Ebitda Margin ExpansionExceptional ItemResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Alkem Laboratories announced its Q1 FY26 results (quarter ended June 30, 2025) with consolidated revenue from operations of ₹33,711 Mn, up 11.2% year-on-year. EBITDA grew 21.4% to ₹7,391 Mn, with margins expanding 180 basis points to 21.9% from 20.1%. Net profit (after minority interest) rose 21.8% to ₹6,643 Mn, translating to an EPS of ₹55.56. India sales grew 12% to ₹22,650 Mn, US sales grew 8.8% to ₹6,982 Mn, and Non-US sales grew 9.1% to ₹3,556 Mn. The company holds a net cash position of ₹48.7 Bn. Two acquisitions were completed in the quarter—Adroit Biomed (₹1,400 Mn) and Bombay Ortho (₹1,470 Mn). An exceptional gain of ₹142.9 Mn was booked from the sale of the Indore manufacturing facility. Auditor Deloitte Haskins & Sells LLP issued an unmodified review report.

Likely market impact

Strong quarter with double-digit revenue growth and meaningful EBITDA margin expansion signals operational leverage and healthy demand across domestic and international markets. The robust net cash position and EPS growth of nearly 22% are positive for shareholders, while acquisitions in medtech and biomedical segments point to future diversification beyond core pharma.