| Management target | Revenue 11.0% FY27 |
|---|
| Revenue growth | 6.4% YoY growth; Non-GPL offset 52.6% GPL decline. |
|---|---|
| Margins | Gross margins hit 60.2%; EBITDA margins expanded to 36.6%. |
| Demand visibility | Strong momentum in chronic therapies and new product pipeline. |
| Management confidence | Confident but conservative due to geopolitical raw material risks. |
Growth
Non-GPL business grew 26.5% YoY; EBITDA margins expanded 650 bps to 36.6% via favorable product mix.
Outlook
Management guides for 10-12% revenue growth in FY27 and 30-32% EBITDA margins.
Risks
GPL inventory rationalization remains a drag; geopolitical conflict impacts raw material/solvent costs.
Last quarter's promises, checked
Delivered
- Guided 30-32% EBITDA margin → delivered 36.6% (= BEAT)
- Guided Solapur Phase 1 operational Q2 FY27 → delivered Q3 FY27 (= BEAT)
- Guided net debt-free position → delivered debt-free with ₹880Cr cash (= BEAT)
Partly delivered
- Guided 2 new CDMO contracts in H2 FY27 → currently adding 2 in early H2 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ALIVUS. Summary written with AI assistance from the document.
Alivus Life Sciences Ltd: key numbers
- Share price
- ₹1,370.20
- Market cap
- ₹16,822 Cr
- Revenue (annual)
- ₹2,552 Cr
- Net profit (annual)
- ₹564.5 Cr
- P/E (TTM)
- 27.9×Sector 47.3×
- Promoter holding
- 74.87%+0.00% QoQ
- FII holding
- 5.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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