Earnings call · Apr–Jun 2026
Alkem Laboratories Limited
Alkem reported Apr–Jun 2026 revenue of ₹3,740 crore with 11% growth from a year earlier. India sales grew 10.3% while international grew 16%. EBITDA margin was 20.5%, but net profit fell 21.7% due to taxation. The company outperformed the Indian pharma market by 100 basis points.
The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Purvi ShahHead of Investor Relations
- Sandeep SinghManaging Director
- Nitin AgrawalChief Financial Officer
Questions came from
- Saion MukherjeeNomura
- Sandeep KumarClindus
- Amlan Jyoti DasJPMorgan
- Kunal DhameshaMacquarie
- Kunal RanderiaAxis Capital
- Abdulkader PuranwalaICICI Securities
- Tushar ManudhaneMotilal Oswal
- Rashmi ShettyDolat Capital
Hosted by Tushar Manudhane of Motilal Oswal Financial Services
Topics in this call
Opening remarks
Sandeep SinghManaging Director
Thank you, Purvi. Good evening, everyone. Thank you for joining our call. The period under review has been one of continued execution of our strategy. While the operating environment remains dynamic, we have stayed focused on the fundamentals, strengthening our core business, improving operational efficiency and investing selectively in areas that can support a sustainable and profitable growth.
We are encouraged by the progress we are making across these priorities. At the same time, we remain conscious of external challenges and are maintaining a disciplined approach to capital allocation, costs and risk management.
Read the whole call: 163 paragraphs, 9 analysts' questions with every answer, 7 marked passages.
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Earlier calls
- Apr–Jun 2026filed 20 Aug 2026
The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.