High single-digit revenue growth for FY26
Management reaffirmed guidance of high single-digit revenue growth for FY26, driven by stronger H2 performance from non-GPL business, GPL recovery, and CDMO ramp-up.
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Alivus Life Sciences · forward-looking guidance across the available source record.
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revenue
Sustain EBITDA margins around 30%
Management expects to sustain EBITDA margins around 30% despite absence of PLI benefits, supported by new launches and operational efficiency.
Capex spend of ~₹250 crore in H2 FY26
Management guided for capex of approximately ₹250 crore in H2 FY26, with total FY26 capex expected to be lower than the board-approved ₹600 crore.
CDMO turnaround in H2 FY26
Management expects a meaningful turnaround in CDMO performance in H2, driven by new project additions and ramp-up of existing projects.
Revenue growth: high single-digit for FY26
Management expects high single-digit revenue growth for FY26, driven by non-GPL segment and CDMO ramp-up.
EBITDA margin guidance raised to 30-32%
EBITDA margin expected to be in 30-32% range going forward, up from earlier guidance of 28-30%.
Capex guidance reduced to ₹450 crore for FY26
Capex for FY26 now guided at ₹450 crore, down from ₹600 crore, with ₹150 crore deferred to FY27.
CDMO: 1-2 new projects expected by Q1 FY27
Management expects to conclude 1-2 new CDMO projects by Q1 FY27, with early quantities already supplied.
EBITDA margin guidance of 30-32% for FY27
Management expects to sustain EBITDA margins in the range of 30-32% for FY27, despite geopolitical headwinds.
Capex of ~540 crore in FY27 funded internally
Planned capex of about 540 crore for FY27, including carryover commitments and fresh investments, fully funded through internal accruals.
Solapur Phase 1 operational in Q2 FY27
Solapur greenfield facility Phase 1 expected to be operational in Q2 of FY27, with initial capacity utilization of 40-50%.
Two new CDMO deals expected in early H2 FY27
Management expects to close two new CDMO deals in the early second half of FY27, continuing momentum.