ALIVUS / Q4-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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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

88%

Numeric claims

0

Consistency

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Question ledger

What was answered, and how?

Ahmed Madha · Unifi Capital

direct

Quantify fire incident impact on production, sales, and costs.

the fire at the hedge impacted only the intermediate side of the facility. ... we have booked a loss due to fire and or other expenses to the extent of 20 crores and that's why you see a jump in the other expenses line item.

Ahmed Madha · Unifi Capital

direct

Quantify forex impact on gross margins and other income.

for the entire year on the P&L we have seen a net gain of about 31 cr on the P&L. ... for the quarter it is about ... 11 crores of gain that we have booked for Q4 and about 20 crores for the full year that we have booked.

Ahmed Madha · Unifi Capital

direct

Any significant RM cost inflation or logistic issues?

freight was impacted ... more or less that has been passed on to customers. ... solvents ... contribute about 12 13% to our overall cost. ... we don't expect an impact.

Ahmed Madha · Unifi Capital

direct

Evaluate current pricing environment for API business.

The pricing environment has been reasonably stable to begin with and the war should not have any effect on the pricing environment.

Ahmed Madha · Unifi Capital

partial

Update on inorganic opportunities and target profile.

we are actively looking ... the direction is to basically enhance the platform that we already have. ... through a lateral buildup of allied platforms.

Krishna Saha · Quartm AMC

direct

Why EBITDA margin expanded despite flat material cost and CDMO share?

margin improvement has got like three to four factors. ... operational efficiency has helped ... better cost processes implemented. CDMO has gone from 6% last year to 7% this year ... we've also had some good launches of generic API.

Krishna Saha · Quartm AMC

direct

Has backward integration from Solapur played out yet?

No, not yet. No, backward integration in a big way still has to contribute. ... shapur should be up and running in Q2 and then we hope to implement those backward integration projects.

Shmeta · ICIC

direct

Contribution of high potency molecules this year vs last year.

the only contribution that we get is from the sale of exhibit batch quantities ... it'll be fair that it will not be the material contribution for us in revenue not very significant.

Shmeta · ICIC

partial

Growth contribution from 12 new introductions and price erosion in base business.

the price erosion is about 5 and a half% is what we have seen on the nonGPL nonDMO.

Sunil Kotari · Unique PMS

direct

Scope for further margin improvement and areas of focus.

backward integration is certainly one area where we see some scope for margin improvement and once shapur comes online ... we will be doing backward integration on a few key projects.

Sunil Kotari · Unique PMS

partial

Can revenue growth move to double digits in next 2-3 years?

in the nonGPL business we are already growing at double digit. ... the focus for us is on having a good margin profile ... growth will not be pursued at the cost of margins.

Yogani · Omega Portfolio Advisor

direct

Timeline for capacity utilization of new Ankleshwar and Solapur facilities.

brownfield ... 80 90% level in a matter of two to three quarters. ... Sholapur ... start off with a robust 40 to 50% utilization and then take it up to 60 70% in the following year.