ALKEMNSEAlkem Laboratories LimitedHighNeutral
Announced Fri, 13 Feb · 13:54 IST

Alkem Laboratories Limited has submitted to the Exchange, the financial results for the period ended December 31, 2025.

Ebitda Margin CompressionExceptional ItemResults RestatedResults View source PDF

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Alkem Laboratories reported consolidated revenue from operations of ₹37,368 Mn for Q3 FY26, up 10.7% year-on-year, with international sales growing strongly at 26.6%. EBITDA was ₹8,280 Mn (margin 22.2%, slightly down from 22.5% in Q3 FY25), and profit after tax stood at ₹6,360 Mn, up just 1.6% YoY due to a ₹528 Mn exceptional charge related to the newly notified Labour Codes. For the nine months ended December 2025, revenue grew 13.1% YoY to ₹111,090 Mn and PAT rose 11.1% to ₹20,653 Mn. The Board declared an interim dividend of ₹43 per share (2,150% on face value), with a record date of 20 February 2026. The company also announced a binding term sheet to acquire a majority stake in Switzerland-based Occlutech Holding AG, a cardiac implants maker, through its medtech subsidiary.

Likely market impact

Stable topline growth with continued strength in international markets, particularly the US (18.8% YoY) and non-US geographies (41.6% YoY), supports the growth narrative, though the one-time Labour Code charge and slight EBITDA margin compression may temper near-term PAT growth. The generous interim dividend and strategic medtech acquisition via Occlutech are positives for shareholders.