Alkem Laboratories Limited — PPTs, 13-11-2024: Investor Presentation

Alkem Laboratories has reported its Q2 and H1FY25 financial results with notable performance metrics. Total revenue in H1FY25 reached ₹ 64,465 million, reflecting a year-on-year growth of 0.6%, driven primarily by domestic sales, which rose 6.0% to ₹ 44,833 million. However, international sales decreased by 8.8% to ₹ 18,857 million. Alkem's EBITDA improved significantly, reaching ₹ 13,615 million, resulting in an EBITDA margin of 21.1%, up from 17.7% in H1FY24. Net profit after minority interest surged by 36.0% to ₹ 12,338 million.

In Q2FY25, total revenue slightly dipped to ₹ 34,147 million, down 0.7% year-on-year, yet domestic sales grew by 5.7% to ₹ 24,610 million. The international segment struggled, with a 12.9% decrease in sales to ₹ 9,181 million. EBITDA for the quarter was ₹ 7,528 million, a marginal increase from the previous year, while net profit rose 11.0% to ₹ 6,886 million. The company noted a positive performance in key therapy areas and emphasized strategic initiatives aimed at enhancing profitability, particularly in high-margin product offerings.

Investors should watch Alkem's strategic focus on domestic growth and cost-control measures in a competitive pharmaceutical landscape, presenting potential opportunities for future earnings growth.