Latest news with #IPM
Yahoo
3 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
Yahoo
4 days ago
- Business
- Yahoo
Cheniere Energy Inks 15-Year LNG Deal With Canadian Natural
Cheniere Energy, Inc. LNG recently announced that in order to secure future liquefied natural gas ('LNG') volumes, it has entered into a long-term Integrated Production Marketing ('IPM') agreement with Canadian Natural Resources Limited CNQ. The deal, made through Cheniere Marketing, LLC, underscores a deepening partnership between upstream gas producers and global LNG marketers. Under the IPM agreement, a subsidiary of CNQ will supply 140,000 million British Thermal Units of natural gas per day to Cheniere Marketing over a 15-year term, starting in 2030. CNQ will serve as the guarantor for the agreement. The resulting LNG, amounting to approximately 0.85 million tons per annum (mtpa), will be marketed by Cheniere Marketing. Cheniere, currently carrying a Zacks Rank #3 (Hold), will pay a price linked to the Platts Japan Korea Marker, net of fixed shipping and liquefaction costs, ensuring pricing transparency and market alignment. This IPM agreement is contingent upon a positive Final Investment Decision ('FID') for Cheniere's Sabine Pass Liquefaction Expansion Project (SPL Expansion Project). The company, through its partners, is developing an expansion adjacent to the SPL Project, known as the SPL Expansion Project, with an anticipated production capacity of up to approximately 20 mtpa of LNG, including potential debottlenecking opportunities. By securing feed gas supply through long-term contracts, Cheniere is positioning itself to meet growing demand in Asia's LNG markets and enhance the commercial viability of expansion plans. In February 2024, certain subsidiaries of Cheniere Partners submitted applications to the Federal Energy Regulatory Commission for site approval to construct and operate the SPL Expansion Project. Additionally, these subsidiaries applied to the Department of Energy ('DOE') for authorization to export LNG to both Free Trade Agreement ('FTA') and non-FTA countries, excluding debottlenecking activities. In October 2024, the DOE granted authorization to export LNG to FTA countries. The development of this expansion project requires regulatory approvals and acceptable commercial and financing arrangements before the company makes a positive FID. Therefore, this deal with Canadian Natural Resources will serve as a base to secure a positive FID. Investors interested in the energy sector might look at some better-ranked stocks like Flotek Industries, Inc. FTK and Epsilon Energy Ltd. EPSN. Flotek Industries and Epsilon Energy currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today's Zacks #1 Rank stocks here. Flotek Industries develops and delivers prescriptive chemistry-based technology, including specialty chemicals, to clients in the energy, consumer industrials and food & beverage industries. The Zacks Consensus Estimate for FTK's 2025 earnings indicates 55.88% year-over-year growth. Houston, TX-based Epsilon Energy is an on-shore focused oil and natural gas company that is engaged in the acquisition, development, gathering and production of oil and gas reserves. The Zacks Consensus Estimate for EPSN's 2025 earnings indicates 200% year-over-year growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Canadian Natural Resources Limited (CNQ) : Free Stock Analysis Report Cheniere Energy, Inc. (LNG) : Free Stock Analysis Report Flotek Industries, Inc. (FTK) : Free Stock Analysis Report Epsilon Energy Ltd. (EPSN) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Business Wire
5 days ago
- Business
- Business Wire
Cheniere Signs Long-Term Integrated Production Marketing Agreement with Canadian Natural Resources Limited
HOUSTON--(BUSINESS WIRE)--Cheniere Energy, Inc. ('Cheniere') (NYSE: LNG) announced today that its subsidiary, Cheniere Marketing, LLC ('Cheniere Marketing'), has entered into a long-term Integrated Production Marketing ('IPM') gas supply agreement with Canadian Natural Resources Limited. Under the IPM agreement, a subsidiary of Canadian Natural Resources Limited has agreed to sell 140,000 MMBtu per day of natural gas to Cheniere Marketing for a term of 15 years, which is expected to commence in 2030. Canadian Natural Resources Limited is acting as guarantor of the IPM agreement. The liquefied natural gas ('LNG') associated with this gas supply, approximately 0.85 million tonnes per annum ('mtpa'), will be marketed by Cheniere Marketing. Cheniere Marketing will pay an LNG-linked price for the natural gas, based on the Platts Japan Korea Marker (JKM), after deductions for fixed LNG shipping costs and a fixed liquefaction fee. The IPM agreement is subject to Cheniere making a positive Final Investment Decision with respect to the Sabine Pass Liquefaction Expansion Project ('SPL Expansion Project'). The SPL Expansion Project is being developed with an expected total production capacity of up to approximately 20 mtpa of LNG, inclusive of estimated debottlenecking opportunities. About Cheniere Cheniere Energy, Inc. is the leading producer and exporter of LNG in the United States, reliably providing a clean, secure, and affordable solution to the growing global need for natural gas. Cheniere is a full-service LNG provider, with capabilities that include gas procurement and transportation, liquefaction, vessel chartering, and LNG delivery. Cheniere has one of the largest liquefaction platforms in the world, consisting of the Sabine Pass and Corpus Christi liquefaction facilities on the U.S. Gulf Coast, with total production capacity of over 46 mtpa of LNG in operation and an additional 8+ mtpa of expected production capacity under construction. Cheniere is also pursuing liquefaction expansion opportunities and other projects along the LNG value chain. Cheniere is headquartered in Houston, Texas, and has additional offices in London, Singapore, Beijing, Tokyo, Dubai and Washington, D.C. For additional information, please refer to the Cheniere website at and Quarterly Report on Form 10-Q for the quarter ended March 31, 2025, filed with the Securities and Exchange Commission. Forward-Looking Statements This press release contains certain statements that may include 'forward-looking statements' within the meanings of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements, other than statements of historical or present facts or conditions, included herein are 'forward-looking statements.' Included among 'forward-looking statements' are, among other things, (i) statements regarding Cheniere's financial and operational guidance, business strategy, plans and objectives, including the development, construction and operation of liquefaction facilities, (ii) statements regarding regulatory authorization and approval expectations, (iii) statements expressing beliefs and expectations regarding the development of Cheniere's LNG terminal and pipeline businesses, including liquefaction facilities, (iv) statements regarding the business operations and prospects of third-parties, (v) statements regarding potential financing arrangements, (vi) statements regarding future discussions and entry into contracts, (vii) statements relating to Cheniere's capital deployment, including intent, ability, extent, and timing of capital expenditures, debt repayment, dividends, share repurchases and execution on the capital allocation plan, and (viii) statements relating to our goals, commitments and strategies in relation to environmental matters. Although Cheniere believes that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Cheniere's actual results could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors, including those discussed in Cheniere's periodic reports that are filed with and available from the Securities and Exchange Commission. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Other than as required under the securities laws, Cheniere does not assume a duty to update these forward-looking statements.
See - Sada Elbalad
5 days ago
- Politics
- See - Sada Elbalad
European Parliament Delegation Reaffirms Strategic Ties with Egypt
H-Tayea The European Parliament's Delegation for Relations with the Mashreq Countries (DMAS) concluded an official visit to Egypt from 25 to 27 May, marking the first visit of its kind in nearly seven years. The mission, led by Chair Laurent Castillo (EPP, France), included MEPs Christophe Gomart (EPP, France), Elisabeth Grossmann (S&D, Austria), and Geadis Geadi (ECR, Cyprus). The main highlight of the visit was the 14th EU-Egypt Interparliamentary Meeting (IPM), held with members of Egypt's House of Representatives Foreign Affairs Committee. Discussions focused on advancing interparliamentary relations and key shared priorities, including human rights (especially women's rights), climate change, EU macro-financial assistance, and Egypt's stabilising role in the region. The delegation also held high-level meetings with senior Egyptian officials, including Speaker of the House Hanafy El-Gebaly, First Deputy Senate Speaker Bahaa El-Din Abu Shoka, Foreign Minister Badr Abdelatty, and Parliamentary Affairs Minister Mahmoud Fawzy. These meetings highlighted the importance of deepening EU-Egypt strategic ties amid a complex regional landscape. Dialogue covered shared interests in counter-terrorism, migration, and the Middle East peace process, with particular concern expressed over the ongoing humanitarian crisis in Gaza. DMAS reiterated the EU's support for Egypt's mediation efforts and called for continued humanitarian access. During the visit, the delegation engaged with civil society groups, human rights defenders, and the National Council for Human Rights, discussing democratic reforms and freedoms in light of Egypt's upcoming elections. MEPs encouraged further human rights improvements and legislative transparency. The delegation toured EU-funded initiatives, including a Team Europe Initiative on wastewater infrastructure supported by the French Development Agency, enhancing clean water access for millions. They also visited the Dominican Institute for Oriental Studies, and a school for refugee children, witnessing first-hand the impact of interfaith collaboration and European aid. Chair Castillo underscored the importance of educational exchanges, people-to-people diplomacy, and long-term cooperation. He extended an invitation to Egyptian parliamentarians to attend the next interparliamentary meeting at the European Parliament in 2026. The DMAS members thanked the EU Delegation in Cairo for facilitating the successful visit, which they described as a 'renewed chapter' in EU-Egypt relations. read more Gold prices rise, 21 Karat at EGP 3685 NATO's Role in Israeli-Palestinian Conflict US Expresses 'Strong Opposition' to New Turkish Military Operation in Syria Shoukry Meets Director-General of FAO Lavrov: confrontation bet. nuclear powers must be avoided News Iran Summons French Ambassador over Foreign Minister Remarks News Aboul Gheit Condemns Israeli Escalation in West Bank News Greek PM: Athens Plays Key Role in Improving Energy Security in Region News One Person Injured in Explosion at Ukrainian Embassy in Madrid News Egypt confirms denial of airspace access to US B-52 bombers News Ayat Khaddoura's Final Video Captures Bombardment of Beit Lahia News Australia Fines Telegram $600,000 Over Terrorism, Child Abuse Content Arts & Culture Nicole Kidman and Keith Urban's $4.7M LA Home Burglarized Sports Former Al Zamalek Player Ibrahim Shika Passes away after Long Battle with Cancer Sports Neymar Announced for Brazil's Preliminary List for 2026 FIFA World Cup Qualifiers News Prime Minister Moustafa Madbouly Inaugurates Two Indian Companies Arts & Culture New Archaeological Discovery from 26th Dynasty Uncovered in Karnak Temple Business Fear & Greed Index Plummets to Lowest Level Ever Recorded amid Global Trade War Arts & Culture Zahi Hawass: Claims of Columns Beneath the Pyramid of Khafre Are Lies
Time of India
5 days ago
- Science
- Time of India
Viksit Krishi Sankalp Abhiyan from May 29, to benefit 47k farmers in 6 UP districts
Varanasi: The Viksit Krishi Sankalp Abhiyan, under the leadership of Indian Institute of Vegetable Research (IIVR), is set to be launched on May 29. Under the ambitious campaign, IIVR scientists will reach out to approximately 47,000 farmers across six districts in the next 15 days, to discuss modern agricultural production and protection technologies. Appealing to scientists to dedicate themselves to this campaign, IIVR Director Rajesh Kumar said that the campaign is not just an opportunity to provide information to farmers, but also an opportunity for trust and guidance, which is an important step towards recognising farmers as nutrition providers and bringing stability to their income. This will also provide scientists an opportunity to establish their identity in the field of agriculture. Nodal officer Neeraj Singh said this campaign will be conducted in Varanasi, Sant Ravidas Nagar, Sonbhadra, Mirzapur, Chandauli, and Kushinagar districts until June 12. During this period, scientists will not only provide farmers with information about the latest technologies but will also understand the problems arising in their farming and provide practical solutions. During the campaign, scientists will discuss major topics with farmers, including vegetable research and development, where information about early-maturing, disease-resistant, and nutritious varieties will be provided while encouraging farmers to adopt nutrition gardens and kitchen gardens. To address climate change challenges, farmers will be encouraged to select resilient crop varieties, water conservation techniques, and mixed farming. The impact of changing weather on farming, such as untimely rains, temperature increases and prolonged droughts will be explained in simple language. Information will be provided about the damage caused to soil, water, and health due to the excessive use of agricultural chemicals. Advice will be given to adopt Integrated Pest Management (IPM), biological methods, pheromone traps, and neem-based pesticides. Special attention will be given to post-harvest management in the campaign. Farmers will be informed that 30-40% losses in vegetables occur after harvesting. For this, advice will be given to adopt low-cost techniques like zero energy cool chambers, better packaging, and proper transportation. To strengthen the economic condition of farmers, information will be provided about collective marketing through Farmer Producer Organisations (FPOs), value addition, and benefits of govt schemes like Operation Greens. A review meeting was organised at IIVR regarding the preparations for this campaign. It was informed that the data collected through this campaign and farmers' feedback will be analysed on a large scale, and research based on understanding the problems arising in farmers' fields will be promoted.
