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CDMO turnaround may be delayed
View Risks →Alivus Life Sciences Limited — Q2 FY26
Alivus Life Sciences reported a strong Q2 FY26 with revenue of ₹588 crore (up 16% YoY) and EBITDA margin of 33% (up 480 bps YoY), driven by a 39.7% growth in non-GPL API business and new product launches.
bullish
high
Financial stats pending filing verification
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Alivus Life Sciences reported a strong Q2 FY26 with revenue of ₹588 crore (up 16% YoY) and EBITDA margin of 33% (up 480 bps YoY), driven by a 39.7% growth in non-GPL API business and new product launches. Gross margin improved 210 bps to 57.7% due to favorable product mix and cost control. CDMO performance remained soft but management expects a meaningful rebound in H2 from new project ramp-ups and regulatory approvals. GPL segment declined due to customer inventory rationalization but is anticipated to recover in H2. Management reaffirmed high single-digit revenue growth guidance for FY26 and expects margins to sustain around 30% despite PLI benefit absence. Key risk: CDMO turnaround may be slower than expected if project ramp-ups or approvals face delays.
एलिवस लाइफ साइंसेज ने वित्त वर्ष 2026 की दूसरी तिमाही में मजबूत प्रदर्शन किया। कंपनी की कमाई ₹588 करोड़ रही, जो पिछले साल से 16% ज्यादा है। मुनाफा (EBITDA मार्जिन) 33% रहा, जो पिछले साल से 4.8% बढ़ा। इसकी वजह नॉन-जीपीएल एपीआई कारोबार में 39.7% की बढ़ोतरी और नए उत्पाद लॉन्च हैं। कच्चे माल की लागत कम होने और अच्छे उत्पाद मिश्रण से कुल मुनाफा (ग्रॉस मार्जिन) 57.7% हो गया। सीडीएमओ कारोबार अभी कमजोर है, लेकिन साल की दूसरी छमाही में इसमें सुधार की उम्मीद है। जीपीएल सेगमेंट में गिरावट आई, लेकिन यह भी ठीक होने की संभावना है। कंपनी ने पूरे साल 30% मुनाफा बनाए रखने का भरोसा दिया है। मुख्य जोखिम: सीडीएमओ में सुधार में देरी हो सकती है।
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Read Transcript →Quarter Snapshot
Non-GPL API Business Growth
39.7%
+39.7pp YoY
Non-GPL API business grew 39.7% YoY, driven by successful new product launches across regions.
Gross Margin
57.7%
+210bps YoY
Gross margin expanded 210 bps YoY to 57.7%, aided by rationalized input costs and favorable product mix.
DMF/CEB Filings
586
N/A
Total DMF and CEB filings globally stood at 586 as of Sep 30, 2025, indicating a robust pipeline.
High Potent API Products in Pipeline
26
N/A
26 high potent API products are in active development, representing a total addressable market of $66 billion.
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Guidance and risk preview
Management reaffirmed guidance of high single-digit revenue growth for FY26, driven by stronger H2 performance from non-GPL business, GPL recovery,...
CDMO performance remained soft in Q2; management expects rebound in H2 but any delay in project ramp-ups or regulatory approvals could impact growth.
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