Alivus Life Sciences Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alivus Life Sciences delivered robust FY26 results with revenue at INR 2,552 Cr (+6.9% YoY) and EBITDA at INR 858 Cr (+19.6% YoY), achieving a record 33.6% EBITDA margin. The non-GPL business grew 13%, now contributing 71% of revenue, reflecting portfolio diversification. Q4 FY26 revenue stood at INR 689 Cr (+6.1% YoY) with EBITDA at INR 237 Cr (+13.8% YoY). Management aims to sustain 30-32% EBITDA margins, driven by operational efficiencies, new product launches, and recovering CDMO. They plan INR 540 Cr capex in FY27 for capacity expansion and R&D, fully funded by internal accruals, anticipating future growth. A INR 20 Cr fire loss was booked in Q4.