Alivus Life Sciences reports 16% YoY revenue growth and 35.7% YoY EBITDA growth in Q2FY26
Alivus Life Sciences announced strong Q2FY26 results with 16% revenue growth and 35.7% EBITDA growth, driven by non-GPL business and positive outlook for H2.
The announcement details robust financial performance with double-digit growth across key metrics, exceeding previous guidance for margins. This strong performance, coupled with a positive outlook for the second half of the fiscal year and ongoing expansion projects, is highly material to investor perception and stock valuation.
The company reported significant year-on-year growth in revenue, EBITDA, and PAT for both the quarter and half-year. Management expressed confidence in future performance, driven by non-GPL business and CDMO projects, while maintaining strong margins, indicating a very positive financial trajectory and outlook.
Alivus Life Sciences Limited announced its financial results for the second quarter and half year ended September 30, 2025: * Q2FY26 Performance: * Revenue from operations stood at ₹588 crore (₹5,880 Mn), marking a 16.0% year-on-year (YoY) growth. * EBITDA was ₹193.9 crore (₹1,939 Mn), a 35.7% YoY increase, with margins at 33.0%, up 480 basis points (bps) YoY. * Profit After Tax (PAT) reached ₹130.1 crore (₹1,301 Mn), growing 36.5% YoY, with PAT margins at 22.1%, up 330 bps YoY. * H1FY26 Performance: * Revenue from operations was ₹1,189.8 crore (₹11,898 Mn), an 8.6% YoY growth. * EBITDA amounted to ₹375.2 crore (₹3,752 Mn), up 21.9% YoY, with margins at 31.5%, up 340 bps YoY. * PAT was ₹251.6 crore (₹2,516 Mn), increasing 21.7% YoY, with PAT margins at 21.1%, up 220 bps YoY. * Cash Flow and Balance Sheet: * The company generated a strong free cash flow of ₹147.7 crore (₹1,477 Mn) during H1FY26. * Cash and Cash Equivalents (including short-term investments) were ₹652.6 crore (₹6,526 Mn) as of September 30, 2025. * Management Commentary: * Dr. Yasir Rawjee, MD & CEO, highlighted that the quarter's performance was driven by strong momentum in the non-GPL business, which grew 39.7% YoY across key geographies. * He expressed confidence in delivering a stronger performance in the second half of the fiscal year, supported by continued robustness in the non-GPL business, better visibility in the GPL business, and the ramp-up of CDMO projects. * The company expects to maintain margins around 30% despite the absence of PLI benefits, backed by new launches and operational efficiencies. * Tushar Mistry, CFO, noted that gross and EBITDA margins were at 57.7% and 33% respectively, at the upper end of their guided ranges, sustained by a favorable product mix, successful new launches, and cost efficiency. * Additional Highlights: * Cumulative DMF/CEP filings reached 586 as of September 30, 2025. * The HP API portfolio includes 26 active APIs, with 10 validated, 7 in advanced development, and 9 under lab development. * Capex Update: * Phase 1 construction work for 200 KL capacity at Solapur is in progress.
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