ALKEM
1 call
Concalls & earnings callsAlkem Laboratories Limited
Every summarised call, newest first. Latest is Q1 FY27, held 14 Aug 2026.
Latest quarter
Q1 FY27 snapshot
Open full brief →Revenue growth was driven by international sales and branded formulations in India, but net profit declined sharply due to tax impacts and ongoing investments in new, loss-making CDMO and MedTech businesses.
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Revenue from Operations | ₹3,740 Cr | close to 11% YoY growth | |
| India Sales | ₹2,497 Cr | +10.3% YoY growth | |
| International Sales | ₹1,222 Cr | +16% YoY growth | |
| EBITDA Margin | 20.5% | +3.7% YoY growth |
Latest guidance
- India sales growth for the year could be close to 12% (possibly 100 basis points better).
- U.S. sales growth expected to be mid-to-high single digit for the year.
- Consolidated tax rate expected in the range of 30% to 32%.
- Gross margin guidance maintained at 66.5% to 67% for the balance of the year.
- U.S. CDMO business expected to breakeven in 4-5 quarters, requiring USD 25-30 million annual revenue.
- MedTech (Occlutech) target is around INR 400 crores of sales with breakeven EBITDA for ~8.5 months this year.
- Expect to come out of Daman OAI status in 6 to 12 months' time.
Said on the Q1 FY27 call.
Filed results
Reported quarterly history
From filed quarterly results. YoY and QoQ compare each metric on the same accounting basis.
| Quarter | Revenue | Net profit (PAT) | Basic EPS |
|---|---|---|---|
| Q3 FY25 | ₹3,374.28 Cr+1.5% YoY-1.2% QoQ | ₹640.79 Cr+6% YoY-8.7% QoQ | ₹52.34+5.2% YoY-9.1% QoQ |
| Q2 FY25 | ₹3,414.67 Cr-0.7% YoY+12.6% QoQ | ₹701.96 Cr+14.2% YoY+27.6% QoQ | ₹57.60+11% YoY+26.3% QoQ |
| Q1 FY25 | ₹3,031.82 Cr+2.2% YoY+3.3% QoQ | ₹550.24 Cr+91.2% YoY+80.7% QoQ | ₹45.60+90.2% YoY+85.7% QoQ |
| Q4 FY24 | ₹2,935.82 Cr+1.1% YoY-11.7% QoQ | ₹304.48 Cr+349.9% YoY-49.6% QoQ | ₹24.55+313.3% YoY-50.7% QoQ |
| Q3 FY24 | ₹3,323.87 Cr+9.3% YoY-3.4% QoQ | ₹604.28 Cr+31.4% YoY-1.7% QoQ | ₹49.76+30.8% YoY-4.1% QoQ |
Call history
- Q1 FY27Cautious tone
Revenue growth was driven by international sales and branded formulations in India, but net profit declined sharply due to tax impacts and ongoing investments in new, loss-making CDMO and MedTech businesses.
- Revenue from Operations
- ₹3,740 Crclose to 11% YoY growth
- India Sales
- ₹2,497 Cr+10.3% YoY growth