Geopolitical supply chain disruptions
Rising logistics costs, API and packaging material prices due to geopolitical tensions could pressure margins.
ALKEM / Q4-FY26 / risks
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Alkem Laboratories · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
US pricing erosion and competition
Base business in US faces value erosion; new launches may not fully offset if competition intensifies.
Trade generic growth slowdown
Trade generic business grew only ~4% due to restructuring; recovery may be slower than expected.
CEO transition uncertainty
CEO Dr. Vikas Gupta is leaving; new CEO search is ongoing, which could cause temporary strategic drift.