US price erosion continues at mid-single digit
Price erosion in US generics is ~5% (2.5% on NRV basis) and expected to persist, pressuring US revenue growth.
medium · management_commentaryAlkem Laboratories Limited — Q3 FY25
Alkem reported Q3 FY25 revenue of INR 3,374 crore (+1.5% YoY) and EBITDA margin of 22.5% (+7.3% YoY), driven by cost optimization and focus on higher-margin offerings.
bullish
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
Acute therapy slowdown in India
India acute market growth slowed to 5.7% in Q3; Alkem's trade generics business (20% of domestic) was flat due to competition and pricing pressure.
medium · analyst_questionChile currency and tender loss impact
Chile business declined ~30% due to exiting a low-priced tender and Chilean peso depreciation; recovery uncertain.
medium · management_commentaryPen G price increase may pressure margins
Pen G prices rose 20-25% in last two months; if sustained, could impact input costs for Alkem's penicillin-based products.
low · analyst_question