Alivus Life
Alivus Life Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects steady growth in FY '26, driven by strong demand momentum and improved visibility for the second half. Alivus Life Sciences expects steady growth in FY '26 driven by strong demand momentum and improved visibility for the second half.
From Alivus Life's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- The company expects steady growth in FY '26, driven by strong demand momentum and improved visibility for the second half.
- Non-GPL business grew by ~40% driven by successful new product launches; outlook remains strong.
- Anticipated rebound in GPL business in the second half of FY '26.
- CDMO segment expected to show a meaningful turnaround in H2 FY '26 with five projects ramping up.
- Japan market to see new commercial launches, with 8-9 products going commercial, up from 4 previously, expecting 4 new molecules launched annually.
- Broad-based growth expected from emerging markets, LATAM, Japan, Europe, and India.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Alivus Life said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for H1 FY '26 was INR113 crores; Q2 alone INR61 crores.
- Board-approved capex budget for FY '26 is INR600 crores, including INR190 crores carryover from FY '25.
- Capex slowed in H1; R&D center spend is half the planned INR90-100 crores for FY '26, causing some delay.
- Planned capex spend for H2 FY '26 is around INR250 crores.
- Capacity expansion projects at Solapur, Ankleshwar, and Dahej are progressing well and on track.
- Ankleshwar projects to be operational by June 2026 (Q2 FY '27).
- Dahej projects expected operational from Q1 FY '27.
- Solapur facility targeted to start from April next year.
2 more points management made on capital expenditure plans
Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Alivus Life said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Alivus Life — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹689 Cr, net profit ₹163 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Alivus Life's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Pharmaceuticals & Biotechnology this season
- Solara Active Pharma Sciences Ltd (Q2 FY26)
Current facility capacity utilization is about 70%, with capacity available to serve new customers. Key concall takeaways from Solara Active's Q2 FY26 earnings…
- Sun Pharma.Inds. (Q2 FY26)
India formulation sales grew 11% in Q2, outpacing Indian Pharmaceutical Market (IPM) growth mainly driven by volume and new product launches. Key concall…
- Zydus Lifesci. (Q2 FY26)
Branded formulations in India growing ahead of market at 9% YoY, driven by chronic, cardiology, gynecology, and oncology therapies. Key concall takeaways from…
- Sudeep Pharma (Q2 FY26)
NSS acquisition to drive European expansion with a focus on PAN-Europe growth; infant nutrition (70-75% of NSS revenue) is a key area. Key concall takeaways…
Frequently Asked Questions
What were Alivus Life Q2 FY26 results?
The company expects steady growth in FY '26, driven by strong demand momentum and improved visibility for the second half. Alivus Life Sciences expects steady growth in FY '26 driven by strong demand momentum and improved visibility for the second half.
What is Alivus Life share price analysis?
Alivus Life currently shows a neutral. The stock trades at a P/E of 26.7 with a market cap of ₹16,585 Cr. Investors should review the full earnings analysis for detailed insights.
Is Alivus Life planning capital expenditure?
Capex for H1 FY '26 was INR113 crores; Q2 alone INR61 crores.
Keep Alivus Life on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.