BSECompany Update6d ago · 14 Aug 2026, 01:57 pm

Pl find enclosed press release and analyst presentation on Q1FY27 earnings and business updates of the Company

Alkem Laboratories Ltd · 539523

✦ AI Summary▲ PositiveResults

Alkem Laboratories Ltd reported a 10.9% YoY growth in total revenue from operations for Q1FY27, with a 11% revenue growth in Q1FY27. The company outperformed the Indian Pharmaceutical Market (IPM) in seven key focused therapies. The EBITDA margin was 20.5%, a growth of 3.7% YoY. The net profit (after Non-Controlling interest) was ₹5,200 million, with a YoY de-growth of 21.7%. The company has outperformed IPM in seven key focused therapies: Anti-infectives grew by ~1.1X; Gastro-intestinal grew by ~1.2X, VMN ~1.4X, Pain ~1.8X, Anti-Diabetic ~1.4X, Respiratory ~1.6X and Derma ~1.6X.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Alkem Laboratories Ltd - 539523 - Announcement under Regulation 30 (LODR)-Investor Presentation

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14th August, 2026 The Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra East, Mumbai 400 001. Mumbai 400 051. Scrip Code: 539523 Scrip Symbol: ALKEM Sub: Press Release and Analyst Presentation on Q1FY27 Results Dear Sir(s)/ Madam, With reference to relevant provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the press release and analyst presentation on Q1FY27 earnings and business updates and the same will be uploaded on the website of the Company. Kindly take a note of the same. Sincerely, For Alkem Laboratories Limited Manish Narang President - Legal, Company Secretary & Compliance Officer Encl.: a/a Press Release Alkem reports 11% revenue growth in Q1FY27 Mumbai, August 14, 2026: Alkem Laboratories Ltd. today announced its standalone and consolidated financial results for the first quarter ended June 30, 2026. The Board of Directors took record of these results at its meeting held in Mumbai today. Q1FY27 Key Financial Metrics Commenting on the results, Mr. Sandeep Singh, MD of Alkem, said, “We have started FY27 on a steady note, with healthy growth across our India and international businesses. Our India business continued to outperform the market, while the strong growth in our non-US international markets was encouraging. At the same time, there are areas where we need to improve, particularly in strengthening execution, addressing operational and regulatory priorities, and improving the consistency of performance across our businesses. We are also investing in R&D, MedTech and Biotech as we build our next phase of growth. Our focus will be to strengthen the core, address the areas that need improvement and build these newer opportunities in a disciplined manner.” Q1 FY27 Key Financial Highlights • Total Revenue from Operations was ₹37,402 million, with YoY growth of 10.9%. India sales were ₹24,978 million, YoY growth of 10.3%. International sales were ₹12,223 million, with YoY growth of 16.0%. • EBITDA at ₹7,661 million, resulted in an EBITDA margin of 20.5%, a growth of 3.7% YoY. • R&D expenses for Q1 FY27 were ₹1,502 million, or 4.0% of total revenue from operations, vs. ₹1,184 million in Q1 FY26 at 3.5% of total revenue from operations. • Profit before tax (before exceptional item) was ₹7, 720 million, YoY growth of 1.8%. • Net Profit (after Non-Controlling interest) was ₹5,200 million, YoY de-growth of 21.7%. Q1FY27 Operational Highlights Domestic Business Key Highlights • The contribution of domestic sales to total sales was 67.1% vs. 68.2% in Q1 FY26. • According to IQVIA (SSA) data, for Q1 FY27: The Company registered a growth of 13.2% YoY vs Indian Pharmaceutical Market (IPM), which grew by 12.2%, 100 bps outperformance. Acute segment reported growth of 12.3% vs IPM which grew by 10.1%, 220 bps outperformance. Chronic segment reported growth of 17.9% vs. IPM which grew by 15.4%, 250 bps outperformance. We have outperformed IPM in seven key focused therapies: Anti-infectives grew by ~1.1X; Gastro-intestinal grew by ~1.2X, VMN ~1.4X, Pain ~1.8X, Anti-Diabetic ~1.4X, Respiratory ~1.6X and Derma ~1.6X. International Business Key Highlights • US sales were ₹7,439 million, YoY growth of 6.5%. • US business sales contributed 20.0% to total sales in Q1 FY27 vs. 21.0% in Q1 FY26. • Non-US sales were ₹4,785 million, YoY growth of 34.5%. • Non-US business sales contributed 12.9% to total sales in Q1 FY27 vs. 10.8% in Q1 FY26. • During Q1 FY27, for the US market, the Company received 05 ANDAs approvals (including 01 tentative approval). Facility Regulatory Status Inspection Facility Capability Date Regulatory Status Baddi (India) Formulations Mar-24 EIR Received in June 2024 Daman (India) Formulations Apr-26 Official Action Indicated (OAI) in Aug 2026. Taloja R&D (India) Bioequivalence Centre Apr-26 No observation received. Ankleshwar (India) API Apr-23 EIR Received in July 2023 Mandva (India) API Dec-23 EIR Received in Mar 2024 California (USA) API Sep-25 EIR Received in Oct 2025 About Alkem: Alkem Laboratories Ltd. is the sixth - largest pharmaceutical company in the Indian market, with a legacy spanning over 50+ years of providing high-quality medicines to patients. It holds a dominant position in the therapy areas of anti-infectives, gastrointestinal disorders, pain management, and supplements. It also has a growing portfolio of products in chronic therapies, including diabetes, neurology, dermatology, and urology. It has 20 state-of-the- art manufacturing facilities and cutting-edge research and development (R&D) centres to develop and manufacture generic formulations, active pharmaceutical ingredients (APIs) and biosimilars. Apart from India, the company has a meaningful presence in the US, Latin America, Australia, Europe and several other Asian countries. “Inspiring Healthier Lives” is at the core of the organization’s values and culture, reinforcing its steadfast commitment to improving global health. For more information, please visit www.alkemlabs.com and follow us on LinkedIn, Instagram, and Facebook. Contact Investors: Media: Purvi Shah / Dishant Doshi Isha Trivedi / Richa Sinari +91 84337 00890 / 99201 56882 +91 98925 90003 / 98201 84988 purvi.shah@alkem.com / dishant.doshi@alkem.com alkemcorpcomm@alkem.com Invite for Q1FY27 Conference Call at 4.30 pm IST, August 14, 2026 Mumbai, July 27, 2026: Alkem Laboratories Ltd. (NSE: ALKEM, BSE: 539523, Bloomberg: ALKEM.IN, Reuters: ALKE.NS) will hold a conference call for investors and analysts on Friday, August 14, 2026, from 4:30 pm to 5:30 pm IST to discuss its Q1FY27 financial results. The call will follow the announcement of the Company’s Q1FY27 financial results on Friday, August 14, 2026. Alkem Laboratories Ltd. will be represented on the call by: Mr. Sandeep Singh - MD Mr. Nitin Agrawal – CFO Motilal Oswal Securities Ltd will host the call. Details of the conference call are as follows Time 4:30 pm IST (GMT + 5:30) on Friday, August 14, 2026. Dial in Details India +91 22 6280 1149 / +91 22 7115 8050 International Toll-Free USA 1 866 746 2133 UK 0 808 101 1573 Singapore 800 101 2045 Hong Kong 800 964 448 Express Join with Diamond Pass https://services.choruscall.in/DiamondPassRegistration/register?confirmationNumber=6179880&link SecurityString=34f8c9ec58 You are requested to dial in 10 minutes ahead of the scheduled start time. Purvi Shah / Isha Trivedi Tushar Manudhane Investor Relations / Media Institutional Research Analyst - Healthcare Alkem Laboratories Ltd. Motilal Oswal Securities Ltd. Mobile: +91 84337 00890 / 98925 90003 Tel.: +91 22 6129 1536 / +91 82911 38039 Tel.: +91 22 3982 9999 Ext: 9447 E-mail: Tushar.Manudhane@motilaloswal.com E-mail:purvi.shah@alkem.com/ isha.trivedi@alkem.com Alkem Laboratories Ltd. Q1 FY27 Results Presentation 14thAugust 2026 Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and underlying assumptions and other statements that are other than statements of historical fact, including, but not limited to, those that are identified by the use of words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “predicts”, “projects” and similar expressions. Risks and uncertainties that could affect us include, without limitation: • General economic and business conditions in India and other key global markets in which we operate; • The ability to successfully implement our strategy, our research and development efforts, growth & expansion plans and technological changes; • Changes in the value of the Rupee and other currency changes; • Changes in the Indian and international interest rates; • Allocations of funds by the Governments [Showing first 8,000 characters — download PDF for full document]