Alembic Pharmaceuticals Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alembic Pharma's Q3 FY26 revenue rose 11% YoY to INR 1,876 Cr, with EBITDA up 20% to INR 464 Cr (25% margin). Profit after tax (pre-exceptional) grew 21% to INR 168 Cr. India branded business saw 6% growth, aiming for market parity by Q1 FY27. U.S. business grew 6% despite pricing, targeting 10-15% growth over the next 2-3 years, driven by complex products. R&D is 9% of revenue. The company is launching 'Pivya,' its first U.S. branded product, in Q4, a strategic shift despite near-term profitability impact. Management expresses confidence in future trajectory.