Alkem Laboratories Limited (ALKEM) Earnings Call Transcripts

Alkem Laboratories Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Alkem Laboratories reported total revenue of INR 36,033 million, reflecting a year-over-year growth of 14.6%. The company achieved an EBITDA of INR 5,174 million, marking a 32.2% increase YoY, and a net profit of INR 2,365 million, up 40.7% YoY. Management maintained a positive outlook for FY '27, emphasizing continued growth driven by new product launches, particularly semaglutide, and operational excellence, despite potential headwinds from geopolitical factors and increased logistics costs.

Reported metrics

Guidance from management

Management expressed optimism for FY '27, aiming for continued growth driven by product launches and operational improvements, despite acknowledging potential cost pressures. They expect to maintain EBITDA margins around 20% to 21%.

What management said

Thank you, Purvi. So good evening, everyone. FY '26 has been a landmark year. We crossed INR 3,000 crores EBITDA. So it's been a fantastic year. And I will let Vikas fill in more details, but I would just like to say we're even excited for the future. And it has been a great year. We launched GLP-1 where we are doing extremely well. And both Medtech and similar bio CDMOs continue to be our growth hailers. With this,...

And I would like to place on record that Dr. Vikas is going to now kind of proceed from Alkem and he's done a fantastic job and he will be missed and I'm sure that you all will join me to wish him all the best for his career. Thank you.

What analysts pressed on

Analysts raised concerns regarding the impact of geopolitical factors on costs and supply chain stability. There were also questions about the leadership transition and its potential effects on strategic execution moving forward.

Main topics on the call

• Record EBITDA Performance — Alkem reported its highest ever EBITDA of INR 30,052 million for FY '26, representing a 19.6% YoY increase. Management stated, "We crossed INR 3,000 crores EBITDA," highlighting strong operational execution.
• Successful Product Launches — The launch of semaglutide in March 2026 was a key highlight, achieving an 11% market share shortly after launch. Management noted, "It has been a strong launch that we have done," indicating confidence in future growth f...
• International Growth — International sales grew by 25.4% YoY, reaching INR 12,223 million. The management emphasized strong performance in both U.S. and non-U.S. markets, supported by new launches and market expansion.
• Cost Pressures and Margin Outlook — Management acknowledged potential near-term headwinds from increased logistics costs and API prices, stating, "We are continuously watching these changing trends." They indicated that maintaining margins could be challen...

Read the full Alkem Laboratories Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Alkem Laboratories Limited earnings call transcripts on record, spanning February 7, 2020 to May 28, 2026. Based on this history, Alkem Laboratories Limited reports quarterly. The most recent call on file is dated May 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ALKEM

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

26

First call

February 7, 2020

Most recent

May 28, 2026

Reporting cadence

quarterly