Latest news with #AlkemLaboratoriesLtd
Business Insider
4 days ago
- Business
- Business Insider
Alkem Laboratories Ltd. (ALKEM) Receives a Buy from Nomura
Nomura analyst Saion Mukherjee maintained a Buy rating on Alkem Laboratories Ltd. (ALKEM – Research Report) yesterday and set a price target of INR5,430.00. The company's shares closed last Friday at INR5,098.50. Confident Investing Starts Here: Mukherjee covers the Healthcare sector, focusing on stocks such as Alkem Laboratories Ltd., Cipla Ltd, and Fortis Healthcare Ltd.. According to TipRanks, Mukherjee has an average return of 12.5% and a 35.71% success rate on recommended stocks. In addition to Nomura, Alkem Laboratories Ltd. also received a Buy from ICICI Securities's Abdulkader Puranwala in a report issued on May 30. However, on the same day, J.P. Morgan maintained a Hold rating on Alkem Laboratories Ltd. (NSE: ALKEM). The company has a one-year high of INR6,440.00 and a one-year low of INR4,409.90. Currently, Alkem Laboratories Ltd. has an average volume of 2,117.
Business Insider
4 days ago
- Business
- Business Insider
Jefferies Sticks to Their Sell Rating for Alkem Laboratories Ltd. (ALKEM)
Jefferies analyst Alok Dalal maintained a Sell rating on Alkem Laboratories Ltd. (ALKEM – Research Report) on May 30 and set a price target of INR4,460.00. The company's shares closed last Friday at INR5,098.50. Confident Investing Starts Here: According to TipRanks, Dalal is a 2-star analyst with an average return of 2.0% and a 50.00% success rate. Dalal covers the Healthcare sector, focusing on stocks such as Ajanta Pharma Limited, Alkem Laboratories Ltd., and Cipla Ltd. Currently, the analyst consensus on Alkem Laboratories Ltd. is a Moderate Sell with an average price target of INR4,947.50. Based on Alkem Laboratories Ltd.'s latest earnings release for the quarter ending June 30, the company reported a quarterly revenue of INR30.32 billion and a net profit of INR5.45 billion. In comparison, last year the company earned a revenue of INR29.68 billion and had a net profit of INR2.87 billion
Yahoo
6 days ago
- Business
- Yahoo
Alkem Laboratories Ltd (BOM:539523) Q4 2025 Earnings Call Highlights: Strong Domestic Growth ...
Total Revenue from Operations (FY25): INR 129,645 million, a Y-o-Y growth of 2.3%. Q4 Revenue from Operations: INR 31,438 million, with growth of 7.1%. India Sales (Q4): INR 2,155 million, Y-o-Y growth of 8.1%. International Business Sales (Q4): INR 9,747 million, Y-o-Y growth of 7.2%. Net Profit (FY25): INR 21,655 million, Y-o-Y growth of 20.6%. Net Profit (Q4): INR 3,059 million, growth of 4.2%. EBITDA (FY25): INR 25,122 million, Y-o-Y increase of 11.9%. EBITDA Margin (FY25): Expanded from 17.7% in FY24 to 19.4%. R&D Expenses (FY25): INR 5 million, 4.3% of total revenue from operations. Free Expenses (Q4): INR 1,585 million, close to 5% of total revenue. Volume Growth (FY25): 2.1% versus IPM's volume growth of 1.2%. Cadence (End of March 31, 2025): INR 46.2 billion. Warning! GuruFocus has detected 3 Warning Sign with NDSN. Release Date: May 29, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alkem Laboratories Ltd (BOM:539523) reported a healthy growth in its India business during Q4 FY25, with an 8.1% year-over-year increase in domestic sales. The company achieved an EBITDA margin expansion from 17.7% in FY24 to 19.4% in FY25, indicating improved profitability. Alkem Laboratories Ltd (BOM:539523) outperformed the Indian Pharmaceutical Market (IPM) in volume growth by 90 basis points, with a 2.1% increase compared to IPM's 1.2%. The company is seeing good traction in its international business, excluding the Americas, with several key markets contributing significantly to growth. Alkem Laboratories Ltd (BOM:539523) is making strategic investments in R&D and expanding its biosimilar plant, which is expected to become operational by Q2 FY26, potentially driving future revenue growth. The company faced challenges in the injectable segment, impacting overall performance in certain therapies. Gross margins for Q4 FY25 were lower compared to the previous year due to reduced production and higher expiry in some markets. Alkem Laboratories Ltd (BOM:539523) experienced a mid-single-digit growth in its trade generic business, which has become highly competitive. The US business is expected to see only mid-single-digit growth due to ongoing price erosion and market dynamics. The company anticipates operating losses of INR100 to INR125 crores from its new CDMO and Medtech businesses in FY26, which could impact overall profitability. Q: In India, some major segments like anti-infectives and cardiac showed growth lower than IPM growth. Can you elaborate on this and the outlook for India business growth next year? A: Dr. Vikas Gupta, CEO: Despite some challenges in Q4, our annual performance in key therapies like GI, antidiabetic, and neuro has outperformed the market. We faced challenges in the injectable segment, but our oral solids and liquids have shown strong growth. We expect continued strong performance in our India business, with an 8.1% growth in Q4, and are optimistic about future growth. Q: How should we look at margins for FY26? A: Dr. Vikas Gupta, CEO: We expect EBITDA margins to remain stable at around 19.5% for FY26. While we will gain operating leverage from growth, we are also investing in R&D and market expansions, which will keep margins stable. Q: Can you update us on the biosimilar plant investment and its timeline? A: Dr. Vikas Gupta, CEO: The biosimilar project is on track and expected to be operational by Q2 FY26. We have invested around INR500 crores, and the total CapEx will be about INR550 crores. We anticipate revenue generation within this year. Q: What is the outlook for the US business in terms of growth and product launches? A: Dr. Vikas Gupta, CEO: We expect mid-single-digit growth in the US business for FY26. We plan to launch five to six new products, although no major launches are expected. The market remains competitive with ongoing price erosion, but we are optimistic about growth opportunities. Q: What is the guidance for R&D expenditure for FY26? A: Dr. Vikas Gupta, CEO: We expect R&D expenses to be around 5% of total revenue. This includes filings in non-US markets and the US, with plans to file eight to nine products. The focus will be on complex oral solids and injectables. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
