ALIVUS / Q2-FY26 / claim-ledger

Audit the questions that mattered.

Alivus Life Sciences · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ2-FY26 · 2025-10-30Back to quarter ↗

Questions audited

Answered directly

78%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Ahmed Madha · Unifi Capital

partial

R&D capex spend, CDMO project outlook, and GPL business visibility.

R&D we expected to close this first half but it has moved out slightly... we will not spend the remainder of that 600 cr this year... CDMO has been doing well... the new projects are picking up really nicely... GPL we expect the second half to be better.

Ahmed Madha · Unifi Capital

evasive

Any near-term capital deployment or M&A opportunities?

We are evaluating various things... sitting on more than 650 crores of cash... we would much rather take our time and evaluate opportunities across the board.

Tarang Agarwal · Oldbridge

partial

API business environment and timeline to reach 700 cr quarterly revenue.

API business environment is a bit mixed... I don't know whether we will hit 700 this year but... we'll be very close to it.

Tarang Agarwal · Oldbridge

direct

Japan business potential and number of new molecules commercialized per year.

Yeah. We are good for four every year.

Tarang Agarwal · Oldbridge

direct

Impact of benign environment on commoditized APIs and volume growth.

on the more mature APIs our volumes have been growing... prices are stable or even declining slightly but then the cost environment is also reasonable... absolute margin is growing slightly as a result of the volume increase.

Ketan Archer · Retail investor

partial

What is API plus and its revenue contribution?

this whole concept is something that basically comes from our CDMO platform... we don't only give API to our CDMO customers... we are giving a whole range of solutions around the API.

Ketan Archer · Retail investor

direct

Does API plus improve margins compared to pure API?

Yes.

Tarang Agarwal · Oldbridge

direct

Will capex delays impede growth in next 1.5 years?

it's not impacting business because you've seen our market is more than 80% regulated market... happening out of mahal out of aneshwar out of the h... Sholur even if it takes a bit of time is not going to impact business.

Tarang Agarwal · Oldbridge

direct

Employee cost inflation and competitive dynamics in API industry.

we'll try to maintain our employee cost at around 10 and a half 11%... we are still well below the industry average in terms of our employee cost.

Vijay Carp · Individual investor

direct

How is capex reduced yet plants on track?

getting better credit from our suppliers... while work is progressing, the cash outflow has not been that big in H1, but obviously we'll have to pay our vendors in H2.

Vijay Carp · Individual investor

direct

Reason for repeated issues with Gujarat pollution board.

this was not a sort of a regular issue. we did have an incident where we had a flash fire in the factory and so they penalized us... it's a one-off it's nothing to really worry about.

Vijay Carp · Individual investor

direct

Working capital for the quarter and potential to reduce it.

working capital that was around 1250 crores is about 1,322 crores as of 30th September... receivable days are going to remain where they are... there is a limited scope there for breaking it down.