Manufactures and sells pharmaceutical formulations in India and overseas, with FY26 consolidated revenue of Rs 14,712.27 crore growing 13.5 percent year-on-year. Domestic branded generics form the core; the standalone Indian business contributed Rs 9,664 crore in turnover, while international operations grew 22.5 percent. The company launched semaglutide, a GLP-1 drug used in type-2 diabetes and weight management, priced from Rs 350 per unit, and was the first in India to offer it in single-shot pre-filled syringes; biosimilars are nearing European launch. To diversify beyond formulations, it acquired a 51-55 percent stake in Switzerland-based Occlutech Holding AG for Euro 99.4 million through wholly owned subsidiary Alkem Medtech, entering cardiovascular and orthopedic medical devices, and completed the Bombay Ortho acquisition. A scheme to amalgamate wholly owned Adroit Biomed is before the NCLT. Materials account for 24.2 percent of revenue, employees 19.3 percent, other operating expenses 25.7 percent, and EBITDA margin is 23.2 percent. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Domestic branded generics (India), International pharmaceutical business, MedTech (cardiovascular and orthopedic devices). Diversifying Indian pharmaceutical company - branded generics domestically, growing international business, expanding into MedTech and biosimilars.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 10,634 | 11,599 | 12,668 | 12,965 | 14,712 |
| EBITDA (ex other income) | 2,038 | 1,506 | 2,124 | 2,512 | 2,830 |
| margin % | 19.2 | 13.0 | 16.8 | 19.4 | 19.2 |
| Owners' profit | 1,646 | 984 | 1,796 | 2,165 | 2,302 |
| EPS, as reported (₹) | 137.63 | 82.31 | 150.19 | 181.11 | 192.51 |
| ROE % · ROCE % | 19.0 · 20.5 | 10.7 · 14.1 | 16.9 · 18.4 | 17.8 · 19.3 | 16.4 · 18.8 |
| Debt / equity (x) | 0.30 | 0.15 | 0.11 | 0.09 | 0.11 |
| Cash from operations | 1,111 | 1,683 | 1,948 | 1,913 | 1,963 |
| Capex | (339) | (233) | (259) | (676) | (617) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3,415 | 3,374 | 3,144 | 3,371 | 4,001 | 3,737 | 3,603 | 3,740 |
| Profit before tax | 780 | 731 | 396 | 771 | 896 | 781 | 423 | 772 |
| Net profit | 702 | 641 | 322 | 668 | 779 | 653 | 251 | 521 |
| EPS (₹) | 57.60 | 52.34 | 25.57 | 55.56 | 63.99 | 53.19 | 19.77 | 43.49 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SUN PHARMACEUTICAL IND L | 4,41,471 | 36.5 | 5.26 | 23.7 | 13.7 | 17.5 | 11.8 | 32.3 |
| DIVI S LABORATORIES LTD | 2,47,033 | 84.6 | 14.74 | 63.7 | 15.3 | 18.8 | 8.7 | 42.8 |
| TORRENT PHARMACEUTICALS L | 1,68,062 | 79.3 | 9.56 | 41.5 | 12.2 | 8.0 | 11.8 | 33.1 |
| ZYDUS LIFESCIENCES LTD | 1,11,686 | 24.9 | 3.78 | 14.5 | 17.3 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · Alkem launches Renocia Exo, India's first patented Ginsenoside Exosome hair serum | business updates | medium | — | — |
| 27 Aug 2026 · Alkem Labs 52nd AGM: All 6 resolutions passed, final dividend confirmed | board shareholder meetings | medium | — | — |
| 26 Aug 2026 · HDFC Mutual Fund crosses 5 percent in Alkem Laboratories via open market | ownership changes | medium | — | — |
| 20 Aug 2026 · Q1 FY27 earnings call transcript filed - revenue up 11%, net profit dips 22% | investor communications | medium | — | — |
| 20 Aug 2026 · Alkem Q1 FY27: Revenue up 11%, Net Profit Down 21.7% on Higher Tax | investor communications | medium | — | — |
| 17 Aug 2026 · Alkem Labs shareholders approve Adroit Biomed amalgamation with 99.99% votes | strategic transactions | high | — | — |
| 14 Aug 2026 · Trading window opens from 17 August 2026 after Q1 results | compliance | minimal | — | — |
| 14 Aug 2026 · Alkem Labs Board approves new block at Baddi plant costing INR 75 crore | capex operations | high | — | — |
| 14 Aug 2026 · Alkem Q1FY27: revenue up 11%, PAT falls 22% on margin pressure | investor communications | medium | — | — |
| 14 Aug 2026 · Alkem Labs Q1 FY27 results: Revenue up 11%, PAT down 22% YoY | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| 18.0 |
| 12.4 |
| 25.2 |
| CIPLA LTD | 1,10,352 | 32.7 | 3.20 | 16.9 | 11.2 | 14.7 | 8.0 | 19.7 |
| LAURUS LABS LIMITED | 1,06,375 | 97.2 | 19.59 | 59.3 | 16.4 | 17.2 | 7.2 | 32.0 |
| DR. REDDY S LABORATORIES | 97,319 | 30.1 | 2.55 | 13.1 | 10.9 | 13.0 | 12.1 | 15.0 |
| AUROBINDO PHARMA LTD | 96,656 | 26.3 | 2.55 | 13.4 | 9.2 | 12.6 | 6.3 | 23.0 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 28.2 | 28.9 | 81 of 169 | 52% |
| P/B | 4.2 | 3.3 | 101 of 163 | 38% |
| ROCE | 17.8 | 10.8 | 45 of 183 | 76% |
| ROE | 16.4 | 10.4 | 43 of 171 | 75% |
| Debt / Equity | 0.1 | 0.1 | 81 of 171 | 53% |
| EBITDA margin | 24.6 | 17.5 | 55 of 165 | 67% |
| Revenue growth | 10.9 | 16.3 | 92 of 161 | 43% |
| Profit growth | (22.0) | 30.9 | 117 of 158 | 26% |
| Market cap | 60821 | 839 | 13 of 182 | 93% |
| A rating (BUY / ADD / REDUCE / SELL) |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.