Pl find enclosed press release and analyst presentation on Q4 and FY26 earnings and business updates of the Company.
ALKEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Alkem Laboratories reported record high EBITDA of ₹30,052 million for FY26, up 19.6% YoY, with margins expanding to 20.4% from 19.4% in FY25. Total revenue grew 13.5% to ₹147,123 million, driven by strong domestic (₹98,514 million, +9.7%) and international sales (₹46,810 million, +22.5%). US sales reached ₹29,845 million, up 20.3% YoY. Q4 saw even stronger profitability with EBITDA up 32.2% and PBT up 40.7% YoY, though net profit declined 22.7% due to exceptional items including gratuity liabilities and real estate impairments. The company outperformed IPM across key therapies and filed 192 ANDAs cumulatively with USFDA.
The strong margin expansion and broad-based growth signal operational strength and cost discipline, which should be positive for the stock. The improving business mix toward higher-margin chronic therapies and differentiated international launches supports long-term growth visibility.