Acute market weakness persists
The acute therapy market, especially anti-infectives, continues to show sluggish growth, impacting Alkem's high-acute portfolio.
high · management_commentaryAlkem Laboratories Limited — Q2 FY25
Alkem's Q2 FY25 PAT grew 11% YoY to INR 6,886 million, driven by cost controls and a favorable product mix.
neutral
medium
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
US pricing pressure and supply chain recovery
US business faces ongoing price erosion (6% in Q2) and the need to regain lost contracts after past supply issues.
medium · management_commentaryExactech bankruptcy proceedings may affect MedTech launch
Partner Exactech is undergoing bankruptcy, which could disrupt technology transfer and launch timelines for the MedTech business.
medium · analyst_questionMarket share loss in key anti-infective brands
Brands like Clavam and Xone have lost market share, partly due to increased competition from smaller players post-COVID.
medium · analyst_question