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Alkem Lab Q2 FY27 results are out (Jul–Sep 2026) →Revenue ₹4,552 CrSee revenue, profit and what management said. You are viewing Q4 FY26.
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Alkem Lab

Q4 FY26Pharmaceuticals & Biotechnology

Alkem Lab Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Revenue
₹3,603Cr
+14.6% YoY
Net profit
₹251Cr
−22% YoY
Margin
14%
+2 pp YoY
Price₹5,418
Market cap₹65.4K Cr
P/E28.8

The short version

India branded generics business expected to grow 100-150 basis points above the market growth, with chronic segment focus and new product launches like semaglutide driving growth. Domestic business expected to grow 100 to 150 basis points higher than the market, driven by strong chronic therapy focus and new launches like semaglutide.

From Alkem Lab's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

  • India branded generics business expected to grow 100-150 basis points above the market growth, with chronic segment focus and new product launches like semaglutide driving growth.
  • Semaglutide launch in March 2026 showing strong early trends with around 11% market share, expected to further improve.
  • Trade generics growth was muted (~4%) in FY '26 due to transition challenges, but expected to improve in FY '27.
  • U.S. business to see growth with limited competition product launches like Tolvaptan planned for H2 FY '26; overall U.S. market faces value erosion but new launches offset this.
  • International markets (non-U.S.) delivered strong growth (25.4% in Q4 FY '26) supported by new launches and market expansion.

2 more points from Alkem Lab's call on revenue

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Profitability & Margins

See what Alkem Lab said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Occlutech acquisition is a significant capital investment, currently expected to close within 45 to 60 days (Page 10).
  • No further acquisitions or major capital investments are planned for the next 12 months following Occlutech; focus will be on integrating it into Alkem MedTech (Page 6).
  • Strategic expansion of manpower in India, especially in chronic therapy segments, is ongoing to support growth (Page 5).

2 more points from Alkem Lab's call on capex

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Top-ranked in Pharmaceuticals & Biotechnology

Ranked on what management guided this quarter

Guidance-ranked
1Ind-Swift Laboratories
Rev 1Mar 1
2KRM Ayurveda
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Alkem Lab said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Some relevant points related to orders and operations include: - There is ongoing integration of Occlutech acquisition expected to complete in 45-60 days, which may impact order inflow in MedTech segment. - U.S. manufacturing facility's order inflow is still in early stages, with no dramatic changes yet post-tariffs or insourcing trends.

2 more points from Alkem Lab's call on order book

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Alkem Lab — Quarterly revenue & net profit

Revenue Net profit
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27

Alkem Lab Q4 FY26 results — key figures

Alkem Lab Q4 FY26 reported results vs Q4 FY25, ₹ crore
₹ CrQ4 FY26Q4 FY25YoYQ3 FY26QoQ
Revenue3,6033,144+14.6%3,737-3.6%
Operating profit (EBITDA)517391+32.2%828-37.6%
Operating margin14%12%+2 pp22%-8 pp
Profit before tax423396+6.8%781-45.8%
Net profit (PAT)251322-22%653-61.6%
EPS (₹)19.7825.58-22.7%53.19-62.8%

Source: reported quarterly figures (Screener), ₹ crore.

Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹3.7K Cr, net profit ₹521 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Alkem Lab's management said in earlier quarters

Earlier calls (8)

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Frequently Asked Questions

What were Alkem Lab Q4 FY26 results?

India branded generics business expected to grow 100-150 basis points above the market growth, with chronic segment focus and new product launches like semaglutide driving growth. Domestic business expected to grow 100 to 150 basis points higher than the market, driven by strong chronic therapy focus and new launches like semaglutide.

What is Alkem Lab share price analysis?

Alkem Lab currently shows a neutral. The stock trades at a P/E of 28.8 with a market cap of ₹65,360 Cr. Investors should review the full earnings analysis for detailed insights.

Is Alkem Lab planning capital expenditure?

Occlutech acquisition is a significant capital investment, currently expected to close within 45 to 60 days (Page 10). - No further acquisitions or major capital investments are planned for the next 12 months following Occlutech; focus will be on integrating it into Alkem MedTech (Page 6). - Strategic expansion of manpower in India, especially in chronic therapy segments, is ongoing to support growth (Page 5). - Continued disciplined investments in strengthening execution, portfolio mix, and differentiated pipeline to create long-term value (Page 4).

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.