Alivus Life Sciences Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alivus Life Sciences delivered a healthy Q1 FY'27 with 6.4% YoY revenue growth to 640 Cr, despite a 52.6% decline in GPL business. Non-GPL segment surged 26.5%. Gross margins improved to 60.2% and EBITDA margins to 36.6%, driven by new launches and efficiency. Management guides for 10-12% FY'27 revenue growth and 30-32% EBITDA margins (potentially 34%), with H2 expected to be stronger. Solapur plant is expected operational in early Q3 FY'27, and R&D spend targets ~4% of sales. The company remains debt-free with 880 Cr cash, focused on strategic expansion and pipeline development.