Alkem Laboratories Share Price

HDFC Securities

• Business Line
• 14 hours 46 minutes ago

Pharmaceuticals company Alkem Laboratories announced Q4FY26 & FY26 results Q4FY26 Consolidated Financial Highlights: Revenue from Operations: Stood at Rs 36,033.2 million in Q4FY26, reflecting a YoY growth of 14.6% from Rs 31,437.5 million in Q4FY25, and a QoQ decline of 3.6% from Rs 37,368.2 million in Q3FY26. Total Income: Reached Rs 38,033.9 million in Q4FY26, up 15.6% YoY from Rs 32,897.1 million in Q4FY25, and down 2.0% QoQ from Rs 38,799.2 million in Q3FY26. EBITDA: Recorded at Rs 5,174 million in Q4FY26, growing 32.2% YoY from Rs 3,913 million in Q4FY25, but declining 37.5% QoQ from Rs 8,280 million in Q3FY26. The EBITDA margin expanded to 14.4% from 12.4% in Q4FY25. Profit Before Tax (before exceptional items): Reported at Rs 5,578.2 million in Q4FY26, showing a strong YoY growth of 40.7% from Rs 3,963.4 million in Q4FY25, and a QoQ drop of 33.1% from Rs 8,339.9 million in Q3FY26. Profit After Tax (after Non-Controlling Interest): Stood at Rs 2,364.6 million in Q4FY26, registering a YoY de-growth of 22.7% from Rs 3,058.6 million in Q4FY25, and a QoQ decline of 62.8% from Rs 6,360.2 million in Q3FY26. FY26 Consolidated Financial Highlights: Revenue from Operations: Reached Rs 147,122.7 million in FY26, achieving a YoY growth of 13.5% from Rs 129,645.2 million in FY25. Total Income: Stood at Rs 152,956.2 million in FY26, up 13.7% YoY from Rs 134,582.6 million in FY25. EBITDA: Grew by 19.6% YoY to Rs 30,052 million in FY26 from Rs 25,122 million in FY25. The EBITDA margin stood at 20.4% versus 19.4% in FY25. Profit Before Tax (before exceptional items): Reached Rs 30,457.2 million in FY26, reflecting a YoY growth of 20.5% from Rs 25,270.3 million in FY25. Profit After Tax (after Non-Controlling Interest): Recorded at Rs 23,018.0 million in FY26, demonstrating a YoY growth of 6.3% from Rs 21,654.8 million in FY25. Q4FY26 Standalone Financial Highlights: Revenue from Operations: Reported at Rs 22,584.4 million in Q4FY26, up 10.4% YoY from Rs 20,449.4 million in Q4FY25, and down 9.3% QoQ from Rs 24,912.7 million in Q3FY26. Total Income: Reached Rs 24,641.3 million in Q4FY26, a YoY growth of 14.3% from Rs 21,565.3 million in Q4FY25, and a QoQ decline of 6.1% from Rs 26,228.0 million in Q3FY26. Profit Before Tax (from continuing operations before exceptional items): Stood at Rs 4,553.0 million in Q4FY26, showing a YoY growth of 51.9% from Rs 2,998.3 million in Q4FY25, and a QoQ decline of 38.8% from Rs 7,443.2 million in Q3FY26. Profit for the period (after tax from continuing operations): Recorded at Rs 2,170.6 million in Q4FY26, a YoY decline of 3.9% from Rs 2,258.8 million in Q4FY25, and a QoQ drop of 65.1% from Rs 6,221.4 million in Q3FY26. FY26 Standalone Financial Highlights: Revenue from Operations: Grew to Rs 96,639.1 million in FY26, an increase of 9.6% YoY from Rs 88,134.4 million in FY25. Total Income: Stood at Rs 102,190.8 million in FY26, up 9.6% YoY from Rs 93,205.0 million in FY25. Profit Before Tax (from continuing operations before exceptional items): Reached Rs 26,657.1 million in FY26, up 15.7% YoY from Rs 23,035.4 million in FY25. Profit for the period (after tax from continuing operations): Recorded at Rs 21,851.2 million in FY26, a YoY growth of 4.6% from Rs 20,897.2 million in FY25. Business & Segment Wise Highlights: Domestic Business: India sales stood at Rs 23,245 million for Q4FY26, registering a YoY growth of 8.8%. Domestic sales contributed 65.5% to the total sales in Q4FY26. For FY26, India sales were Rs 98,514 million, with a YoY growth of 9.7%, contributing 67.8% to the total sales for the year. According to IQVIA (SSA) data, the Company registered a YoY growth of 11.1% versus the Indian Pharmaceutical Market (IPM) growth of 10.1% in Q4FY26 (a 100 bps outperformance). The acute segment reported a growth of 10.0% and the chronic segment reported a growth of 16.1% YoY. International Business - US: US sales were Rs 7,681 million in Q4FY26, demonstrating a strong YoY growth of 26.2%, and contributing 21.7% to total sales. For FY26, US sales reached Rs 29,845 million, a YoY growth of 20.3%, contributing 20.5% to total sales. The Company filed 5 ANDAs and received 4 ANDA approvals for the US market during Q4FY26. As of March 31, 2026, the Company had filed 192 ANDAs with the USFDA and received approvals for 167 ANDAs. International Business - Non-US: Non-US sales were Rs 4,543 million in Q4FY26, delivering a YoY growth of 24.1%, and contributing 12.8% to total sales. For FY26, Non-US sales stood at Rs 16,964 million, with a YoY growth of 26.7%, contributing 11.7% to total sales. Research & Development (R&D;): R&D; expenses for Q4FY26 were Rs 2,293 million (6.4% of total revenue from operations) compared to Rs 1,585 million (5.0%) in Q4FY25. For FY26, R&D; spend was Rs 6,173 million (4.2% of total revenue) versus Rs 5,620 million in FY25. Vikas Gupta, CEO of Alkem, said: “We are pleased to report that Alkem has recorded its highest ever EBIDTA in FY26, reaffirming the strength of our growth strategy, execution and operational rigour. Our top-line growth was broad-based with both domestic branded generics and international business delivering strong growth. An improving business mix, operating leverage and continued cost discipline drove meaningful margin expansion in FY26. Our financial performance in Q4 was also marked by strong revenue and EBITDA growth as well as a significant increase of 40.7% in our profit before tax and exceptional item. We enter FY27 on a firm foundation and expect healthy growth across businesses supported by increasing contribution from chronic therapies and a differentiated launch pipeline for international markets.” Result PDF

• Trendlyne
• 19 hours 33 minutes ago

Markets reacted negatively to the announcement, with Alkem's shares on the NSE dropping 154.50 (2.80%) to 5,366 from a previous close of 5,520.50

• Business Line
• 1 month ago