Alkem Laboratories Limited has informed the Exchange about Transcript of "Q1 FY2026 Earnings conference call" hosted by the Company on Tuesday, 12th August, 2025.

Alkem Labs reported a strong Q1 FY26 with total revenue of INR 33,711 million, up 11.2% year-on-year, driven by 12% growth in India sales (INR 22,656 million), 8.8% growth in the US business (INR 6,982 million), and 9.1% growth in non-US markets (INR 3,556 million). EBITDA grew 21.4% to INR 7,391 million with margins expanding to 21.9%, while net profit rose 21.8% to INR 6,643 million. The India business outperformed the IPM by 120 basis points, growing at 9.7% versus the market's 8.5%. Management maintained its FY26 guidance of ~19.5% EBITDA margin, 64% gross margin, and 4.5–5% R&D spend, noting that strong Q1 trends raise the probability of overachievement. New growth engines are taking shape: the MedTech business started generating revenue (targeting INR 20 crores in FY26 and breakeven by FY28), the US CDMO facility will be operational by Q3 and fully by Q4 (with ~INR 50 crores quarterly opex), and the denosumab biosimilar BLA is filed with approval expected by mid-FY27. Adroit acquisition contributed INR 15 crores in Q1, and the company remains open to further acquisitions in the chronic space.