Alembic Pharmaceuticals Limited — Q4 FY26
Alembic Pharmaceuticals reported Q4 FY26 revenue of ₹1,848 crore, up 4% YoY, with core EBITDA margin before R&D at 25% (vs 24% YoY).
neutral
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
US business full-year growth of 10-12%
Management expects US business to grow 10-12% for the full year FY26, driven by volume growth and new launches.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
R&D spend of ₹600-650 crore for FY26
Full-year R&D spend guidance of ₹600-650 crore, representing 8-9% of revenue.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Pivya launch in Q4 FY26
First branded product Pivya to be launched in the US in Q4 FY26, with prescription share scaling over 12-18 months.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1