Alembic Pharmaceuticals Limited — PPTs, 03-02-2025: Investor Presentation

**Financial Highlights:** Alembic Pharmaceuticals reported a revenue of ₹1,693 crore for Q3 FY25, marking a 4% year-on-year increase. The India Branded Business grew by 3%, achieving ₹614 crore, while US Generics experienced a 10% uptick, bolstered by new product launches. Revenue from Ex-US Generics also rose by 10%, but API sales declined by 10% due to pricing pressures. The EBITDA stood at ₹271 crore with a margin of 16%, and net profit reached ₹138 crore, corresponding to a net profit margin of 8.2%.

**Strategic Initiatives and Growth Drivers:** The company continues to enhance its R&D capabilities, now allocating 7% of sales to this initiative. Future strategies include capacity expansions in oral solids and efforts to cement Alembic's presence in global markets, alongside significant digital upgrades like the Salesforce platform and real-time data analytics through Snowflake.

**Business Developments:** Alembic launched several products across key therapeutic segments and is emphasizing its high-growth therapy areas such as Gynecology and Anti-Diabetic sectors. Ongoing market expansion into regions like MENA and the firm’s focus on animal health are also notable.

**Market Position and Competitive Advantage:** Ranked 20th in the Indian pharmaceutical market, Alembic's diversified therapy presence and significant market share (1.4% in India) position it competitively. Continued investments in technology and new product launches are paramount for sustaining growth.

**Investor Implications:** The reported growth across key segments presents a positive outlook for investors. The strategic focus on expanding product portfolios both domestically and internationally, alongside improvements in operational efficiencies, showcases Alembic’s potential for continued growth and resilience in the evolving pharmaceutical landscape.