Alkem Laboratories Limited — PPTs, 13-11-2025: Investor Presentation

Alkem Labs delivered robust financial results for Q2 & H1 FY26. For Q2 FY26, total revenue jumped 17.2% YoY to ₹4,001 Cr. India sales climbed 12.4% to ₹2,766 Cr, while international sales surged 29.5% to ₹1,189 Cr. This impressive international growth was driven by the US market (+28.0% to ₹764.9 Cr) and non-US regions (+32.4% to ₹424.1 Cr).

Growth was fueled by healthy new product launches, including Sacubitril/Valsartan in the US, and strong performance in Australia and key European markets. In India, Alkem became the #1 company in the Acute segment and outperformed the Indian Pharmaceutical Market (IPM) in six key therapy areas like Anti-infectives and Gastrointestinal. The company launched 4 new products and filed 2 ANDAs in the US.

Key financials include EBITDA of ₹920.8 Cr, up 22.3% YoY, with margins expanding to 23.0%. Net Profit for Q2 rose 11.1% to ₹765.1 Cr, and EPS was ₹64.0 per share. For H1 FY26, Net Profit was ₹1,429.3 Cr, up 15.8% YoY, with EPS at ₹119.5.

CEO Dr. Vikas Gupta highlighted robust growth across all key markets and successful new product traction, along with improved margins from operating leverage. The focus remains on accelerating growth and strengthening market presence.