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Informist, Thursday, Nov. 13, 2025

 

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--Alkem Lab: US sales growth in Q2 driven by launch of Sacubitril, Valsartan
--Alkem Lab Q2 India vitamins, minerals, nutrients sales up 13.8% on year
--Alkem Labs off highs, at INR 5,775, up INR 7.50 or 0.1% vs 1.4?rlier
--Alkem Lab Jul-Sept India analgesics therapy sales up 9.6% on year
--Alkem Lab Jul-Sept India gastro-intestinal therapy sales up 2.2% on year
--Alkem Lab Jul-Sept India anti-infectives sales up 4.8% on year
--Alkem Lab Q2 consol R&D expenses INR 1.30 bln vs INR 1.47 bln year ago
--Alkem Lab Jul-Sept non-US ops revenue INR 4.24 bln, up 32.4% on year
--Alkem Lab Jul-Sept US revenue INR 7.65 bln, up 28% on year
--Alkem Lab Jul-Sept India revenue INR 27.66 bln, up 12.4% on year
--Alkem Lab Jul-Sept consol gross profit margin 65% vs 64.7% year ago
--Alkem Lab Jul-Sept consol EBITDA margin 23% vs 22% year ago
--Alkem Lab Jul-Sept consol EBITDA INR 9.21 bln vs INR 7.53 bln year ago
--Alkem Lab Apr-Sept consol revenue INR 73.72 bln vs INR 64.46 bln year ago
--Alkem Lab Apr-Sept consol PAT INR 14.29 bln vs INR 12.34 bln year ago
--Alkem Lab Jul-Sept consol revenue INR 40.01 bln vs INR 34.15 bln year ago
--Alkem Lab Jul-Sept consol PAT INR 7.65 bln vs INR 6.89 bln year ago
--Analysts saw Alkem Lab Jul-Sept consol revenue at INR 37.65 bln
--Alkem Lab Jul-Sept consol revenue INR 40.01 bln
--Analysts saw Alkem Lab Jul-Sept consol net profit at INR 7.37 bln
--Alkem Lab Jul-Sept consol net profit INR 7.65 bln
 

 

By Narayana Krishna

 

MUMBAI – Alkem Laboratories Ltd. Thursday reported better than expected earnings for the September quarter, led by robust sales growth in India and the US. 

 

The company reported a consolidated net profit of INR 7.7 billion for the September quarter, up 11.1% on year. The year-on-year net profit growth was lower than in the trailing quarter. The bottom line, however, beat analysts' consensus estimate of INR 7.4 billion. The company's revenue for the quarter was up 17% on year at INR 40.01 billion, above the Street's estimate of INR 37.7 billion. On a sequential basis, the company's net profit was up by a little over 15% and revenue rose 17%.

 

The company's Jul-Sept India sales were up 12.4% on year at INR 27.7 billion. The contribution of domestic sales to total sales in the September quarter was nearly 70%, against 73% a year ago, Alkem Lab said in a press release.

 

The company's international sales were up nearly 30% on year at INR 11.9 billion. US sales in the reporting quarter rose 28% on year to INR 7.65 billion. Sales in the US accounted for around 19% of the company's total sales.

 

India is the biggest revenue driver for Alkem Lab as the company is addressing the needs of several chronic therapies. Alkem Lab performed well in six core therapies – anti-infective, gastro, pain relief, respiratory, dermatology, and diabetic – the company said. These therapies are the core in the Indian pharmaceutical market evaluation and the company has emerged foremost in the acute therapy category, Alkem Lab said. The vitamins, minerals, nutrients segment sales for the quarter are up 13.8% on year.

India sales growth for the September quarter is led by a 2.2% on-year rise in gastro-intestinal therapy segment sales and anti-infective products sales, which was up 4.8% on year, and analgesics therapy sales up 9.6% on year. 

In the US, the company's sales growth was mainly aided by the launch of chronic heart failure drug Entresto generic and other product launches. The contract development and manufacturing orgainsation business also contributed to US sales growth for the quarter, the company said. The company's non-US sales in the September quarter rose 32.4% on year to INR 4.2 billion. Non-US sales contributed nearly 11% to the total sales in the reporting quarter.

Alkem Lab reported 100 basis points on-year improvement in its earnings before interest, tax, depreciation, and amortisation margin at 23%. The gross margin improved to 65% from 64.7% a year ago, the company said. The EBITDA for the quarter rose 22.3% on year to INR 9.2 billion, much higher than analysts' estimate of INR 8.5 billion.

For the September quarter, total expenses rose nearly 16% on year to INR 32.1 billion. Other expenses were up 14% on year at INR 9.7 billion and finance cost rose 24.5% on year to INR 350 million. The company's employee benefit expenses rose 16% on year to INR 7 billion. Spending on research and development was at INR 1.3 billion, compared to INR 1.5 billion a year ago.

For Apr-Sept, Alkem Lab's consolidated net profit was up nearly 16% on year at INR 14.3 billion and its revenue rose 14.4% on year to INR 73.7 billion. At 1454 IST, shares of the company were at INR 5,747 on the National Stock Exchange, down 0.4% from the previous close.  End

 

Edited by Avishek Dutta

 

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