Alkem Laboratories Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alkem reported strong Q4 FY26 revenue at INR 3,603.3 Cr (+14.6% YoY) with EBITDA up 32.2% to INR 517.4 Cr (14.4% margin). For FY26, revenue hit INR 14,712.3 Cr (+13.5%), with EBITDA surpassing INR 3,000 Cr (20.4% margin). India sales rose 9.7%, International sales grew 22.5%, with the Chronic segment outperforming the market. A successful semaglutide launch is a key growth driver. Management expects the domestic business to outgrow the market by 100-150 bps and forecasts high single-digit US growth. The FY27 tax rate is projected at 27-29%. Management warns of near-term margin pressure from geopolitical headwinds, but remains confident on strategic execution. The Occlutech acquisition is expected to close within 60 days.