Alivus Life Sciences Q2 FY26 Earnings Call Transcript
Alivus Life Sciences announced the transcript of its Q2 FY26 earnings call, reporting ₹588 crore revenue with 16% YoY growth. The company reaffirmed its guidance for FY26 with strong performance expected in the second half.
The earnings call transcript provides detailed insights into the company's financial performance and future strategies, which can influence investor sentiment and stock valuation.
The announcement discusses positive financial results, growth in key business segments, and reaffirmation of financial guidance, indicating a positive outlook for the company.
* Alivus Life Sciences Limited announced the transcript of the earnings call held on 7 Nov 2025 for the second quarter and half year ended 30 Sep 2025. * The company reported revenue of ₹588 crore, a 16% year-on-year growth, driven by a strong performance in the non-GPL business, which grew by 39.7%. * Gross margin for the quarter was 57.7%, up 210 bps Y-o-Y, and EBITDA margin was 33%, up 480 bps Y-o-Y. * The CDMO business was soft but is expected to rebound in the second half with new projects and ramp-up across existing projects. * The company has a robust pipeline with 586 DMF and CEP filings globally as of 30 Sep 2025. * Capacity expansion initiatives at Solapur, Ankleshwar, and Dahej are progressing well. * Management reaffirms guidance of high single-digit revenue growth for FY26 and confident of sustaining margins at around 30%. * Revenue from operations for Q2 FY26 stood at ₹588 crore, a growth of 16% year-on-year. Gross profit for the quarter was ₹339 crore, up 20.4% year-on-year. * EBITDA for the quarter was at ₹194 crore, up 35.7% year-on-year, and PAT for the quarter stood at ₹130 crore with PAT margins at 22.1%. * For H1 FY26, revenue from operations stood at ₹1,190 crore, a growth of 8.6% year-on-year. EBITDA for H1 was at ₹375 crore, up 21.9% year-on-year. * R&D expenditure for Q2 FY26 was ₹22 crore, which was 3.7% of sales. For H1 FY26, it was ₹43 crore at 3.6% of sales. * Capex for the quarter was ₹61 crore, and for the first half, it was ₹113 crore. The company has a capex approval from the Board of ₹600 crore. * The company remains a net debt-free company with cash and cash equivalents of ₹653 crore as of 30 Sep 2025.
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Alivus Life Sciences Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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