India · Delayed Price · Currency is INR Alivus Life Sciences Earnings Call Transcripts
Fiscal Year 2026
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Q3FY26 saw record revenue and margins, led by a strong CDMO rebound and robust API generics growth. High single-digit revenue growth and 30%-32% margins are guided for FY26-FY27, with double-digit growth expected from FY28 as new capacity ramps up.
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Q2 FY 2026 saw 16% YoY revenue growth to INR 588 crore, with strong non-GPL and new product launches driving performance. Margins improved, and guidance for high single-digit growth is reaffirmed, with H2 expected to benefit from a rebound in GPL and CDMO segments.
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Q1 FY26 saw 2.2% YoY revenue growth to INR 602 crore, with strong margins and robust cash flow. Non-GPL business led growth, while GPL is expected to recover in H2. CDMO ramp-up and new launches support a positive outlook, with margins guided at 28–30%.
Fiscal Year 2025
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Q4 FY2025 saw 21.1% revenue growth and a 32.1% EBITDA margin, with strong performance across all regions and segments. FY2026 guidance anticipates mid-teens volume growth but high single-digit revenue growth due to pricing pressure, with margins expected to remain robust.
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Q3 FY25 saw 12% YoY and 27% QoQ revenue growth, with strong margins and 18% volume growth. CDMO showed QoQ recovery, while new launches and expansion projects are set to drive future growth. Cash reserves remain robust, and CapEx is focused on R&D and capacity.
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Q2 FY2025 saw a 14.9% YoY revenue decline due to a temporary production halt, but gross margins improved to 55.6% and EBITDA margin to 28.2%. FY2025 revenue growth is now guided at high single digits, with strong H2 recovery expected and new CDMO projects set to drive future growth.
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Q1 FY 2025 saw a 9.7% sequential revenue increase, broad-based growth, and stable margins despite lower gross margin due to loss of PLI benefit. Capacity expansions and a strong pipeline support a positive outlook, while a pollution notice at the main facility is being addressed.