Alivus Life Sciences Limited — PPTs, 06-11-2025: Investor Presentation

Alivus Life Sciences posted solid Q2FY26 results. Revenue grew 16% YoY to ₹588.0 Cr, fueled by a strong 39.7% YoY surge in the non-GPL business (₹444.3 Cr) across key global markets. The GPL segment (₹143.7 Cr) declined 23.9% YoY due to customer inventory adjustments but anticipates a pickup in H2. EBITDA jumped 35.7% YoY to ₹193.9 Cr (33% margin), with PAT rising 36.5% YoY to ₹130.1 Cr (22.1% margin). EPS reached ₹10.60. The company generated robust free cash flow of ₹147.7 Cr, accumulating ₹652.6 Cr in cash.

Management expects a stronger H2, driven by continued non-GPL growth, improved GPL visibility, and CDMO ramp-ups. They aim to maintain ~30% margins via new launches and operational efficiencies, even without PLI benefits. Strategic growth focuses include expanding Gx API, boosting CDMO, venturing into complex APIs (Oncology, HP API, Iron compounds), and significant capacity expansions, including the ongoing Solapur plant construction. Operational efficiencies like backward integration are key.