APLLTD / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Alembic Pharmaceuticals · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Janvi Mishra · Green Portfolio Private Limited

evasive

Cost drag from underutilized F2/F3 facilities and timeline to breakeven.

We don't give facility wise break up... both F2 and F3 are working at a much higher occupancy level... the unabsorbed lowheads of both these is not as much of an issue for us.

Janvi Mishra · Green Portfolio Private Limited

direct

Will contract manufacturing deals generate meaningful revenue in FY27?

No, it's already started. I think some of the licensing and some of the contract manufacturing is in progress. So we'll see part contribution from that in FY27 itself.

Rahul Giwani · IFL

partial

Impact of US specialty investment (PIA) on current margins and outlook.

There was a drag in the quarter due to the Olympic therapeutics business... I expect another quarter or two of drag... by the end of the year we should start seeing a decent contribution.

Rahul Giwani · IFL

direct

Quantified margin impact from PIA in basis points.

I would take about 100 to 150 basis points of impact coming from PIA from the branded business in US.

Rahul Giwani · IFL

partial

How does management measure R&D productivity, especially for US business?

We generally have an IRR for each of our R&D projects... the threshold IRR has come down but we still see some opportunities.

Rahul Giwani · IFL

evasive

What IRR did past R&D spends generate?

It's tough to say... the returns came down compared to the returns that we were seeing pre-2020.

Rahul Giwani · IFL

partial

FY27 EBITDA margin guidance and improvement over FY26.

We will see a definitely see an improvement in the margins this year... over a 2-3 year period we will go back up to the 20% kind of EBITDA margins.

Tushar Manutan · Motilal Oswal Financial Services

direct

Is US growth guidance of 10-15% in INR terms?

Yeah I think... it's not a guidance but just the way I see the business... in terms of INR terms, I mentioned 10 to 15%.

Tushar Manutan · Motilal Oswal Financial Services

direct

Peptide R&D investment and capex status.

Capex is all done. I think we've already completed the capex for the peptides... moving forward we will not have as many such costs.

Tushar Manutan · Motilal Oswal Financial Services

direct

Number of peptide filings expected over next 12 months.

We've got a couple... the portfolio is about five to six that we have. Two of them are filed already and the rest are going on.

Tushar Manutan · Motilal Oswal Financial Services

direct

Impact of rising solvent prices on API margins.

API prices still... we do sell APIs at a much higher price... we're utilizing the inventory... it's not impacting any margins for us.

Tushar Manutan · Motilal Oswal Financial Services

direct

Capital allocation priorities for FY27-28 beyond peptides and branded.

We're broadly done with all our capex... on the branded side we will in-license few more products... R&D investments will continue in a measured manner.