BSECompany Update5d ago · 4 Aug 2026, 02:17 pm

Please find attached Investor Presentation.

Alembic Pharmaceuticals Ltd · 533573

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Alembic Pharmaceuticals Ltd announced its unaudited financial results for Q1 FY27, with revenue increasing by 26% YoY to INR 21.50 Bn, driven by 49% YoY growth in US Formulation and 33% YoY growth in API. EBITDA margin improved to ~24%, with a 7% YoY growth in EBITDA before R&D. The company reported a 33% YoY growth in PAT to INR 1.73 Bn, supported by a strong order book.

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Earnings Impact9/10
Growth Catalyst8/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment9/10

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Alembic Pharmaceuticals Ltd - 533573 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Date: 4th August, 2026 To, To, The Manager, The Manager, Department of Corporate Services, Listing Department, BSE Limited National Stock Exchange of India Ltd. P. J. Towers, Dalal Street, ‘Exchange Plaza’, Bandra Kurla Complex, Fort, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 533573 NSE Symbol: APLLTD Dear Sir/Madam, Sub: Investor Presentation on Unaudited Financial Results of the Company for the quarter ended 30th June, 2026 Please find enclosed herewith the Investor Presentation on the Unaudited Financial Results of the Company for the quarter ended 30th June, 2026. We request you to kindly take the same on record. Thanking you, Yours faithfully, For Alembic Pharmaceuticals Limited Manisha Saraf Company Secretary Encl.: A/a. ALEMBIC PHARMACEUTICALS LIMITED REGD. OFFICE: ALEMBIC ROAD, VADODARA - 390 003. ● TEL: (0265) 2280550, 2280880 ● FAX: (0265) 2281229 Website : www.alembicpharmaceuticals.com ● E-mail : alembic@alembic.co.in ● CIN : L24230GJ2010PLC061123 Alembic Pharmaceuticals Limited Investor Presentation Q1 FY27 Safe Harbour Statement The materials and information presented herein may include forward looking statements , which reflect current expectations, projections, and assumptions. These statements are inherently subject to risks and uncertainties that could cause actual results or outcomes to differ materially from those anticipated. Risks and uncertainties include general industry and market conditions, and general domestic and international economic conditions such as interest rate and currency exchange fluctuations. Risks and uncertainties particularly apply with respect to product related, forward-looking statements. Product risks and uncertainties include but are not limited to technological advances and patents attained by competitors, challenges inherent in new product development including completion of clinical trials; claims and concerns about product safety and efficacy; obtaining regulatory approvals; domestic and foreign healthcare reforms; trend towards managed care and healthcare cost containment, and governmental laws and regulations affecting domestic and foreign operations. Also, for products that are approved, there are manufacturing and marketing risks and uncertainties, which include, but are not limited to the inability to build production capacity to meet demand, unavailability of raw materials, and failure to gain market acceptance. Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 2 Quarterly Snapshot Key Highlights Revenue INR 21.50 Bn +26% YoY Revenue Profitability EBIDTA before R&D India Branded Business Post R&D EBITDA +21% YOY INR 5.23 Bn +23% YoY 7% YoY growth with quarterly revenues of INR 6.42 Supported by operating leverage expansion EBIDTA Margin ~24% billion. amidst planned strategic expansion in US branded business and R&D pipeline focusing on peptide development and increased filings. US Formulation R&D 9% of revenue +29% YoY 49% YoY growth, driven by key product launches and volumes. Ex-US Formulation EBITDA after R&D 16% 17% YoY growth with continued focus on expanding +21% YoY of revenue offerings and strengthening market reach Reported PAT 33% YoY growth, supported by a strong order book INR 1.73 Bn +12% YoY Net Profit Margin 8% Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 3 Revenue Summary INR Bn Business Q1 FY26 Q1 FY27 Y-o-Y Q4 FY26 Q-o-Q Formulations India Branded Business 5.99 6.42 7% 5.68 13% US 5.23 7.78 49% 5.64 38% Ex-US 3.28 3.83 17% 3.69 4% API 2.61 3.46 33% 3.47 0% Total Revenue 17.11 21.50 26% 18.48 16% Q1 FY27 India Branded Business 16% US Formulation Ex-US Formulation Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 4 India Branded Business – Performance Revenue Q1 FY27 Growth: 7% Revenue Trend CAGR: 6% INR Bn 5.99 6.42 24.58 23.39 22.00 58% 57% 19.26 20.63 23% 21% Animal Health Acute 19% 22% Speciality Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q1 FY27 > The India Branded Business recorded 7% growth with revenues of INR Anti Infective 6.41 billion for the quarter. Cough & Cold > Alembic is ranked 21stin the Indian Pharmaceutical Market (IPM). Gynecology > 13% of the product portfolio is listed under NLEM. 22% 15% Cardiology > Sales operations include 5,800+ Medical Representatives across 21 Gastrology marketing divisions. Anti Diabetic > Holds a 1.1% market share of the Indian pharma space.* Others > Five flagship brands have surpassed INR 1 billion in sales.* 7% 10% Animal health Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 *Source: IQVIA MAT Jun-26 5 India Branded Business – Rx Driven Rankings Top Brands with Rank and Market Share Driving Overall Prescription Business BRANDS Rank MS% Q1 BRANDS Rank MS% 137.6 Q1 FY 27* Q1 Q1 131.3 FY 27* FY 27* FY 27* 0.246 0.237 FREEGO 2 8.8 AZITHRAL 1 34.8 WIKORYL 3 10.9 CRINA-NCR 1 31.7 ISOFIT 3 5.6 ALTHROCIN 1 87.8 ROXID 1 95.1 BROZEET-LS 3 6.4 DELTONE 1 52.0 ULGEL 3 7.9 GERIJOINT 1 33.9 CLOFF 3 11.2 ELATA 1 52.4 VELDROP 3 4.5 CETANIL 2 6.9 ETRIK 4 5.5 GESTOFIT SR 2 18.5 BILAMBIC-M 4 5.8 LACTONIC 2 22.9 OVIGYN DH 4 11.0 *Prescriptions (in Mn) *Prescribers (in Mn) ESTROPLUS 2 15.4 TELLZY 5 3.8 MAT Jun-25 MAT Jun-26 Jun-25 Jun-26 ISOFIT SR 2 35.1 SHARKOFERROL 5 5.1 TRAVISIGHT 2 19.8 BLADMIR 5 6.5 > Alembic ranks 17th by prescription volume, with a total of 137.6 UNIGOLIX 2 13.8 HARMONI 5 5.1 million prescriptions (MAT Jun 2026). * Above market growth is based on the respective molecule group. Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 Source: IQVIA MAT Jun-26 6 Animal Health Business Revenue Q1 FY27 Growth: 24% INR Mn Revenue Trend CAGR: 22% INR Mn 5191 4305 3553 2806 1410 2320 1140 Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Sales Mix Q1 FY27 > Alembic operates in the Livestock, Poultry, and Companion Animal segments. Feed Supplement > Market leader in Haematinicsand Antibiotics with brands such as 34% Sharkoferrol, Moxel, Xceftand Mceft. Antibiotic > The Animal Health division recorded 23% growth in quarter. > A well-established portfolio of strong brands continues to drive growth. Tonic Annual SalesValue INR Mn Supportive 10% 37% Therapy Above 300 200 -300 100 -200 20 -100 10% Antiparasitic No. of Brands 6 3 5 26 Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 7 US Business Revenue Q1 FY27 Growth: 49% INR Bn Revenue Trend CAGR: 7% INR Bn 22.06 19.57 16.66 17.3 15.72 7.78 5.23 Q1FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Approved ANDAs > Established US front-end with a strong customer base. > 7 products launched in Q1 FY27 with a total number of 185 products Total 244* 22 2 commercialized as on date. * Includes 20 Tentative Approvals > Pipeline includes 15+ product launches expected in FY27. Q1FY27 : 4 ANDA Filings,10 Approvals. > Focused on strategically evolving the portfolio and pipeline across 33 Cumulative : 279 ANDA Filings, 244 complex platforms and specialty segments. approvals and 185 Products Launched so far. > Pivya soft launch completed with encouraging market response; portfolio expansion progressing through the addition of Nuvessa. Oral Solids Derma Ophthalmic Injectable Inhalation Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 8 Ex-US Business Revenue Q1 FY27 Growth: 17% INR Bn Revenue Trend CAGR: 18% INR Bn 14.94 3.83 12.43 3.28 10.52 8.52 Q1FY26 Q1FY27 7.75 > Key partnerships active in Europe, Canada, Australia, Brazil, Chile and South Africa. > Achieved 17% YoY growth in Q1 by driving targeted execution, while successfully retaining global business through strong customer demand. > Enhancing global presence through a JV in Canada and new subsidiaries in Thailand, the Philippines, and Germany. FY22 FY23 FY24 FY25 FY26 Alembic Pharmaceuticals Ltd. Investor Presentation Q1 FY27 9 API Business Revenue Q1 FY26 Growth: 33% Revenue Trend INR Bn CAGR: 6% INR Bn 12.46 3.46 11.87 11.66 11.33 2.61 9.39 Q1FY26 Q1FY27 > Achieved a robust 33% YoY growth, reflecting strong market demand, customer confidence, and effective business e [Showing first 8,000 characters — download PDF for full document]