Alkem Laboratories Limited — Q2 FY26
Alkem delivered a strong Q2 FY26 with revenue of INR 4,001 crore (+17.2% YoY), EBITDA of INR 921 crore (+22.3% YoY), and PAT of INR 765 crore (+11.1% YoY).
bullish
high
✓ 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.
Q1 FY26
India business to grow 100-250 bps faster than IPM
Management expects India business to continue outperforming the IPM by 100-250 basis points, with IPM growth assumed at 8-9%.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q1 FY26
U.S. business mid-to-high single digit growth expected
U.S. business is expected to grow mid-to-high single digit in FY26, subject to tariff and pricing trends.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1