Alkem Laboratories Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alkem Laboratories reported Q3 FY26 revenue of INR 3,736.8 Cr (up 10.7% YoY), with international sales surging 26.6%. Domestic sales grew 5.5%, supported by robust prescription growth despite generic headwinds. EBITDA rose 9% to INR 828 Cr (22.2% margin), though net profit growth was 1.6% due to an INR 52.8 Cr exceptional item.

A strategic highlight was acquiring 55% of Occlutech, a global cardiology MedTech firm, for INR 1,100 Cr. Already EBITDA positive, Occlutech targets 23-24% margins in three years, projecting strong revenue. This move diversifies Alkem into high-growth MedTech with global potential, underscoring confidence in core pharma and new ventures.