ALIVUS / language trends

Read confidence between the lines.

Alivus Life Sciences · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY26 · Dr. Yasiri Raji

We reported revenue of 588 crores rupees 588 crores registering a healthy 16% growth yi. This was driven by a very strong performance of by of our nonGPL business which grew at by 39.7%.

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Q2-FY26 · Dr. Yasiri Raji

Our EITA margin for the quarter was 33% up 480 bips YI.

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Q2-FY26 · Dr. Yasiri Raji

We remain confident of sustaining margins at around 30% despite the absence of PLI benefits.

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Q3-FY26 · Dr. Yaji

We reported our highest ever revenue of 673 crores registering a growth of 14.4% QoQ and 4.8% YoY.

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Q3-FY26 · Dr. Yaji

Our CDMO segment has made a strong recovery delivering an exceptional performance in Q3 with revenue growth of 100% QoQ and 85.3% YoY.

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Q3-FY26 · Tushar Mistri

We now guide the capex to be at around rupees 450 crores compared to our earlier items of 600 crores.

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Q4-FY26 · Dr. Yasir Raji

We expect the contribution from the non-GPL business to continue to increase going forward.

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Q4-FY26 · Dr. Yasir Raji

We remain confident in our ability to sustain EBITDA margins in the range of 30 to 32%.

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Q4-FY26 · Dr. Yasir Raji

Maintaining a high quality business is a much bigger priority for Alivus. Growth will not be pursued at the cost of margins.

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