Alkem Laboratories Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Alkem Laboratories reported a strong Q1 FY26, with total revenue up 11.2% YoY to ₹3,371.1 Cr. India sales grew 12% to ₹2,265.6 Cr, outperforming the IPM. U.S. business rose 8.8% to ₹698.2 Cr, and non-U.S. grew 9.1% to ₹355.6 Cr. EBITDA increased 21.4% to ₹739.1 Cr, with margins at 21.9%. Net profit was up 21.8% to ₹664.3 Cr. Management is optimistic about continued growth, eyes chronic acquisitions, and expects new ventures like MedTech (₹2.5 Cr revenue this quarter) and CDMO to scale up, despite initial drag on margins.