Price erosion in US generics
Sacubitril launch faces competitive pricing pressure; price erosion could impact US revenue growth in subsequent quarters.
ALKEM / Q2-FY26 / risks
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Alkem Laboratories · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
GST impact on margins
GST revision will reduce benefits from Sikkim facility, causing a ₹50-60 crore impact in H2, pressuring margins.
US CDMO ramp-up and breakeven timeline
CDMO plant opex of ₹50 cr/quarter with only ₹20 cr revenue initially; breakeven expected in 12-18 months, but delays could weigh on profitability.
Penicillin G MIP uncertainty
Government may impose minimum import price on Penicillin G; management declined to comment, citing speculation, but it could increase costs.