Latest news with #VikasGupta
Yahoo
2 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
News18
4 days ago
- Business
- News18
PGEL Shares In Focus After Singapore Govt Buys Shares Of Rs 288 Cr, 22,000% Return In 5 Years
Reported By : Last Updated: May 28, 2025, 08:00 IST PGEL Share Price PG Electroplast Share Price: PG Electroplast's shares, a small-cap electronics manufacturing services (EMS) company, gained attention on Wednesday, May 28, after the Government of Singapore bought shares worth Rs 288 crore through a block deal on Tuesday. Motilal Oswal Asset Management Company also invested in this multibagger small-cap stock. As per exchange data, the Government of Singapore acquired 38.19 lakh shares of the company, representing 1.34% of its total outstanding shares, while Motilal Oswal AMC purchased 15.9 lakh shares, which is 0.56% of the company's total outstanding equity. Both entities bought the shares of PG Electroplast at an average price of Rs 754.8 per share. Three of PG Electroplast's promoters, Vishal Gupta, Vikas Gupta, and Anurag Gupta, each sold 50 lakh shares in the block deal, according to official data. The shares sold by the three promoters amount to 1.76% each of the total outstanding shares, bringing the total stake sold to 5.3%. At the end of the March quarter, Vishal Gupta held a 17.95% stake in PG Electroplast, while Vikas Gupta and Anurag Gupta had stakes of 17.82% and 10.46%, respectively. Although the Government of Singapore did not appear in the company's shareholding pattern for the March quarter, Motilal Oswal has exposure in the company through its Flexi Cap Fund, which held a 2.65% stake as of March 31, 2025. Swipe Left For Next Video View all PG Electroplast's shares have tripled in value over the past 12 months. The returns are even higher over a five-year period, with the stock having surged more than 22,000%. Over the past month, PG Electroplast's share price has seen a decline of 12.14%, reflecting a drop of Rs 105.75. Year-to-date, the share price has decreased by 25.21%, equivalent to a loss of Rs 257.85. In a 3-year span, the share price has significantly increased by 1005.49%, representing a gain of Rs 695.80. Over a 5-year period, the share has experienced a substantial rise of 22735.82%. Stay updated with all the latest news on the Stock Market, including market trends, Sensex and Nifty updates, top gainers and losers, and expert analysis. Get real-time insights, financial reports, and investment strategies—only on News18. News business » markets PGEL Shares In Focus After Singapore Govt Buys Shares Of Rs 288 Cr, 22,000% Return In 5 Years
The Hindu
23-05-2025
- Politics
- The Hindu
DU forms panel to look into notice on early retirement of employees, triggers row
Delhi University (DU) on Friday formed a committee to look into the implementation of a government notification which stipulates periodic reviews for university employees to assess whether they should be 'retained or retired prematurely'. The decision has triggered protests by teachers and Executive Council members who stated that it would lead to a 'witch-hunt', 'undermine experience', and 'replace employees with contractual workers'. The August 2020 notification by the Centre's Department of Personnel and Training, Ministry of Personnel, Public Grievances and Pensions was on the agenda of the university's EC meeting on Friday. The notification stipulates that 'the government may, at any time, after a government servant has attained the age of 50/55 years or completed 30 years of service, as the case maybe, retire him prematurely in public interest'. 'Not applicable to DU' Mithuraaj Dhusia, one of the EC members who dissented, said that such a provision was not needed since the university is established by an Act of Parliament and it has the autonomy to decide on the professional ethics of its employees. He argued that in 2018, the government had said that the provision was not applicable for universities that had their own rules in place. 'This notification is an unmitigated disaster as it will lead to witch-hunt of employees who do not buckle under pressure from the authorities,' he added. DU Registrar Vikas Gupta said, 'We were looking into it [provisions of the notice] as they were government instructions forwarded by the Ministry. A committee has been formed to review its implementation.' Rudrashish Chakraborty, an elected member of the Delhi University Teachers Association, criticised the move, and said, 'The university administration intends to replace permanent employees with contractual employees: to reduce recurring cost on salaries and benefits given to the former.' Maya John, one or the protesting teachers said that they already fill out Annual Performance Assessment Reviews, and there was no need for such a provision. During the zero hour, members also called for a review of the admission procedure, stating that the Common University Entrance Test (CUET), which often gets postponed, leads to delays in the admission process, thereby setting the academic calendar behind year after year. Members added that in previous years, the delay has led to seats remaining vacant. During the meeting, the EC also passed a resolution to teach MA Journalism in the Hindi and English departments of DU. A two-year postgraduate Hindu Journalism will be taught in the South Campus. The university said in a statement, 'The DU EC has passed the rules for seniority of teachers (Assistant Professors/Lecturers) in the colleges of DU and departments of the concerned colleges/institutions. Under this, if all the relative qualifications are equal, then the seniority of teachers for all purposes can be determined on the basis of age/date of birth.'
Business Recorder
23-05-2025
- Business
- Business Recorder
Indian equity benchmarks top Asian gainers, erase weekly losses
India's equity benchmarks rose on Friday to beat major Asian peers as easing U.S. Treasury yields lifted global investor sentiment. The NSE Nifty 50 rose 0.99% to 24,853.15, while the BSE Sensex gained 0.95% to 81,721.08, paring weekly losses. The Indian rupee posted its largest single-day gain in more than two years while the benchmark 10-year bond yield declined ahead of the central bank's surplus transfer to the government. 'Indian markets are likely moving ahead of fundamentals and reacting pre-emptively to the expected domestic rate cut on June 6,' said Vikas Gupta, CEO and chief investment strategist at OmniScience Capital. The Reserve Bank of India is expected to cut the policy rate for the third consecutive time on June 6 to support economic growth. Long-dated U.S. bond yields eased on Friday, with those on the 10-year note off 3.8 basis points to 4.51%. U.S. bond yields spiked earlier this week on concerns over a tax-cut bill that is expected to add $3.8 trillion to federal debt. Indian shares fall on US fiscal worries, rising Treasury yields The Republican-controlled U.S. House of Representatives passed the sweeping tax and spending bill, which now heads to the Senate for approval. Foreign investors sold Indian shares in three of the last four sessions. The Nifty and Sensex ended the week down about 0.7% each, after a 4% rally in the prior week. For the week, nine of the 13 major sectors logged losses. The broader small-caps rose 0.5% while mid-caps shed 0.7%. Bharat Electronics rose 5.5%, its seventh weekly gain, helped by upbeat analyst commentary and ahead of its addition to the Sensex. On the day, consumer stocks added 1.6%, aided by ITC after strong March-quarter earnings. The IT index, which lost 1.3% in the previous session, rose 1%. Pharma shares lost 0.4%, dragged by Sun Pharmaceutical on concerns over its weak revenue guidance for the fiscal year.
Economic Times
21-05-2025
- Business
- Economic Times
Mystery on the tracks! The curious case of rail stocks riding the defence wave without a ticket
Railway stocks have surged mysteriously alongside defence counters post Operation Sindoor, despite no new capex push or policy trigger. Experts suggest this may be sentiment-driven, with momentum chasing outweighing fundamentals. While some draw a strategic defence-railways link, others caution against frothy valuations and retail exuberance. The rally echoes past manias, prompting many institutional investors to stay cautious. Tired of too many ads? Remove Ads What's fuelling this strange correlation? Market veterans are raising eyebrows. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads As defence stocks roared after Operation Sindoor 's success, a mysterious rally unfolded on Dalal Street. Railway stocks, seemingly unconnected to missiles and military manoeuvres, surged alongside their battlefield counterparts. No big policy move. No fresh budget boost. No mega headline. And yet, stocks like Titagarh Rail and RITES climbed over 36% in just 6 trading numbers are hard to ignore. Defence stocks added Rs 1.8 lakh crore in market cap after India's successful military operation against Pakistan. Rail stocks weren't far behind with Rs 90,000 crore in gains. IRCON and RVNL jumped more than 30% between May 9 and 19 before profit booking took over on Tuesday. RailTel, Texmaco Rail, Jupiter Wagons, IRFC and BEML were all swept up in the rally. The same pattern had played out during the 2024 bull market — and it's back, without much in the way of new Bhowar, Head of Equities at Waterfield Advisors, believes the recent jump in railway stocks is less about fundamentals and more about investor sentiment. He points out that most railway stocks had corrected sharply from their 2024 peaks, falling 30% to 50%. Despite solid order books, there hasn't been a meaningful increase in the government's railway capex allocation. What we're seeing now, he says, is classic retail exuberance with traders chasing momentum rather than not obvious at first glance, the defence-railway link isn't entirely imagined Vikas Gupta of OmniScience Capital argues that the rise in rail stocks may well be an extension of the broader defence theme. With Operation Sindoor still potentially active, there is likely increased focus on logistics, mobilisation and connectivity — all of which require railway infrastructure. From troop movement to specialised military freight, the railways play a silent but strategic role in national Chinese military strategist Sun Tzu, who wrote 'The Art of War' Book, he said the line between disorder and order lies in logistics. Therefore, Gupta said there are a lot of opportunities around other dimensions of defence beyond the pure-play weapons even he cautions that sentiment may be running ahead of exuberance is drawing comparisons to last year's mania, where PSU stocks — defence, rail, infra — all rallied on the promise of capex and Atmanirbhar Bharat theme. The euphoria, back then, ended with a painful also flags that while the structural story of Indian railways remains strong, many stocks are now trading above historical valuations. These companies are tethered to government orders and follow long business cycles. Without a meaningful spike in earnings or fresh policy announcements, current prices look concern is echoed by Akshay Badjate of Merisis PMS, who sees parallels between today's rally and the overheated peaks of 2024. He notes that while the railways sector is supported by a Rs 2.5 lakh crore budget and expected to see 15% revenue growth, stocks like IRFC — trading at 3.5x price-to-book despite stagnant earnings — are flashing warning signs. In his view, the current rally is being propped up more by investor frenzy than institutional investors have already stepped back. At Merisis, Badjate says the fund has adopted a 'wait and watch' stance on PSU capex plays, instead allocating capital to under-owned sectors like housing finance, pharmaceuticals, agri and metals — areas they believe offer better Kotak Institutional Equities has sounded the alarm. Sanjeev Prasad's recent note warned of irrational exuberance gripping the market, with mid- and small-caps — and particularly 'narrative stocks' like defence — trading at frothy valuations. He points out that the market has repeatedly bought into half-baked stories, only to be burned when the narrative are, of course, genuine tailwinds. Tube Investments recently announced a Rs 1,000 crore train set contract — a deal that could revive momentum in its metal-formed division. But one deal does not make a sector-wide is the defence-rail connection real or just a narrative investors are desperate to believe? What's clear is that in the current market, stocks need no justification. A story is enough. And right now, railways and defence are Dalal Street's hottest plot twist.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
