Alkem Laboratories Q1 FY26: Revenue up 11.2%, EBITDA up 21.4%
The strong financial results and positive growth outlook are likely to have a significant positive impact on the company's stock price and investor confidence.
The company reported strong growth in revenue, EBITDA, and net profit, indicating a positive financial performance.
* Alkem Laboratories reported a strong start to FY26 with healthy growth in domestic and international markets. * Total revenue from operations stood at ₹33,71.10 crore, a Y-o-Y growth of 11.2%. * India sales grew by 12% Y-o-Y to ₹22,65.60 crore. * U.S. business grew by 8.8% Y-o-Y to ₹698.20 crore. * Non-U.S. business revenue grew by 9.1% Y-o-Y to ₹355.60 crore. * EBITDA grew by 21.4% Y-o-Y to ₹739.10 crore, with an EBITDA margin of 21.9%. * Net profit after minority interest was ₹664.30 crore, a Y-o-Y growth of 21.8%. * R&D expenses for the quarter were ₹118.40 crore, 3.5% of total revenue. * Domestic revenue contributed 68.3% to total sales. * The company's growth outperformed the IPM by 120 basis points, with strong volume growth of 2.9%. * Revenue generation commenced from the Alkem MedTech initiative, with confidence in scaling up the business. * Management expects MedTech business to achieve approximately ₹20 crore revenue in FY26 and exit the year with an annual run rate of ₹40-50 crore. * R&D expenses are guided to be in the range of 4.5% to 5% of revenue for the full year. * The company has already filed the BLA in U.S. as far as denosumab is concerned. The expected time frame is somewhere middle of next year when we are expecting the approval provided the regulatory pathway is complied. * Management anticipates operationally improving margins by at least 1% annually, targeting mid-20s levels, but new initiatives may consume some opex in the short term. * Vikas Gupta, CEO, stated that the company had a very good start to the year and if the year progresses as expected, they would overachieve on the guidance.
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Alkem Laboratories Limited filed this with the NSE as a statutory disclosure, categorised under results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Alkem Laboratories Limited. Read the original for the full detail.