Company profile / ALKEM

Alkem Laboratories

Other · 4 quarters tracked · source-linked performance and management context.

Research layer active
PositiveCredibility 0/100Latest record q4-fy26

Latest revenue

₹3,603 Cr

verified financial record

Quarters tracked

4

source records in the directory

Delivery assessment

0

Across 2 tracked commitments: 0 delivered, 2 missed.

Call date

2026-05-15

latest available source date

Signal trajectory

3 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q1 FY26: 739.1 · Positive source sentiment · 2025-08-06Q1 FY26Q2 FY26: 920.8 · Positive source sentiment · 2025-11-06Q2 FY26Q4 FY26: 517.4 · Positive source sentiment · 2026-05-15Q4 FY26920.8517.4
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 2 tracked commitments: 0 delivered, 2 missed.

Latest source read

What changed this quarter?

Open quarter read

Alkem delivered a strong Q4 FY26 with revenue of ₹3,633 crore (+14.6% YoY) and EBITDA of ₹517.4 crore (+32.2% YoY), resulting in an EBITDA margin of 14.24% (+184 bps YoY). India branded generics grew ~10%, outperforming the IPM by 100-150 bps, while international sales surged 25.4% YoY. The successful day-one launch of semaglutide in India captured an 11% unit market share in its first month. Management expects to sustain 100-150 bps outperformance in India and high single-digit US growth in FY27, though geopolitical headwinds may pressure margins. The key risk is rising input costs from global supply chain disruptions, which could limit margin expansion to the 20-21% range.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹3,603 Cr

Source date

2026-05-15

Across the record

Quarter history.

3 source records

History modules

Follow the numbers and themes.

Revenue history PAT history Margin trend Guidance tracker Bear-case history Language trends FY26 summary