Alkem Laboratories Ltd.
NSE: ALKEM · Healthcare
Sector
Healthcare
Size band
Mid cap
Market cap
61,743cr
P/E
28.1
ROE
18.3%
Dividend yield
0.9%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Pharmaceuticals & Drugs · largest 12 of 82 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | 29.0% | 10.5% |
| Divi's Laboratories Ltd. | 41.0% | 27.8% |
| Torrent Pharmaceuticals Ltd. | 34.0% | 54.8% |
| Lupin Ltd. | 30.0% | 32.1% |
| Dr. Reddy's Laboratories Ltd. | 11.0% | −5.5% |
| Cipla Ltd. | 17.0% | 2.3% |
| Zydus Lifesciences Ltd. | 24.0% | 22.0% |
| Mankind Pharma Ltd. | 26.0% | 12.9% |
| Aurobindo Pharma Ltd. | 21.0% | 16.3% |
| Torrent Power Ltd. | 19.0% | 2.8% |
| Alkem Laboratories Ltd. | 20.0% | 10.9% |
| Glenmark Pharmaceuticals Ltd. | 20.0% | 23.1% |
What management said
8 statements on recordEarnings call · Q1 FY2027 · 20 Aug 2026
- India business growth→close to 12%· entire year / FY27
“Yes, we could end up by close to 12%, yes.”
- U.S. growth outlook→high single digit to mid· whole year
“I think it will be high single digit to mid.”
- Gross margin→66.5% to 67%· balance part of the year
“So we maintain the same guidance of 66.5% to 67% of gross margins for balance part of the year.”
- Occlutech sales and EBITDA→around INR400 crores of sales with breakeven EBITDA· this year for around 8.5 months
“So this year for around 8.5 months, our target for Occlutech is around INR400 crores of sales with breakeven EBITDA because of delays happened in case of integration.”
- Occlutech EBITDA improvement→7% to 8% improvement in EBITDA year-on-year· every year
“So every year, you will see a gradual improvement in margins. And as we discussed during our investor meet that a lot of the integration with India operations will start picking up from next quarter. And -- but yes, you can see a 7% to 8% improvement in EBITDA year-on-year and we target to achieve our guidance over 3 to 4 years.”
- Ortho business sales excluding Occlutech→around INR50 crores of sales· yearly level
“But just to share the numbers, yes, there was between -- you can say, if we exclude the diligence cost and all of Occlutech, there was an EBITDA loss of around INR5 crores to INR7 crores because we are also investing into this business. We are filing our products outside India. So definitely, this business will break even maybe in next 12 months, but the scale is small like at yearly level, we'll do around INR50 crores of sales from the Ortho business other than Occlutech.”
- U.S. CDMO breakeven revenue→USD25 million to USD30 million· annualized
“No, no. I said USD30 million. Sorry, I said USD20 million, but actually it's USD30 million. USD25 million to USD30 million, we'll break even over there.”
- CDMO revenue timing→USD30 million revenues· '27, '28 / FY28
“Okay. And this USD30 million revenues which we are expecting from the CDMO business, when can we anticipate that, in which year, by which year we can expect the revenue to kick in? Sandeep Singh: '27, '28. Rashmi Shetty: FY28? Sandeep Singh: Yes.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
On air
15 calls · outcomes not trackedRecorded as stated on air, with the analyst's SEBI registration status where it was given. Anchor calls carry no registration and are marked. Bharatstox does not make, endorse or repeat these calls, and none of them is our view.
| Channel & show | Aired | Stated target | Stated stop | Outcome |
|---|---|---|---|---|
| Zee BusinessZee Business · no registration attached | 7 Oct | +11.5% | — | still open |
| Zee BusinessZee Business · no registration attached | 7 Oct | +13.4% | — | still open |
| Zee BusinessZee Business · no registration attached | 7 Oct | +22.4% | — | still open |
| Zee BusinessZee Business · no registration attached | 7 Oct | +9.6% | — | still open |
| Zee BusinessZee Business · no registration attached | 6 Oct | +1.7% | -1.0% | still open |
| Zee BusinessZee Business · no registration attached | 6 Oct | +2.6% | -1.0% | still open |
| Zee BusinessZee Business · no registration attached | 6 Oct | +1.7% | -1.0% | still open |
| Zee BusinessZee Business · no registration attached | 6 Oct | +1.7% | -1.0% | still open |
| CNBC AwaazCNBC Awaax · no registration attached | 17 Sep | +2.8% | -0.9% | still open |
| CNBC AwaazCNBC Awaax · no registration attached | 17 Sep | +1.0% | -0.9% | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +13.4% | — | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +13.4% | — | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +50.9% | — | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +27.6% | — | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +13.6% | — | still open |
Shareholding
change across 4 filings| Category | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Change |
|---|---|---|---|---|---|
| Promoters | 49.7 | 51.2 | 51.2 | 51.2 | −1.5 |
| Foreign institutions | 10.4 | 10.2 | 10.0 | 9.5 | +0.9 |
| Domestic institutions | 22.6 | 21.4 | 21.5 | 21.9 | +0.7 |
| Retail & others | 17.3 | 17.2 | 17.3 | 17.4 | −0.1 |
As filed with the exchange for the periods ending Sep 25 to Jun 26.
Filings
latest 25 of 383- Appointment12 Oct 2026
- Resignation of Director/KMP/SMP24 Sept 2026
- Cessation24 Sept 2026
- Please find attached herewith intimation of Schedule of Analyst / Institutional Investor Meeting.23 Sept 2026
- Analysts/Institutional Investor Meet/Con. Call Updates23 Sept 2026
- Please find attached herewith intimation for closure of trading window.22 Sept 2026
- Trading Window22 Sept 2026
- Please find attached herewith intimation for issue of corporate guarantee by the Company.21 Sept 2026
- Giving guarantees/indemnity/ becoming a surety for third party21 Sept 2026
- Alkem Laboratories Limited launches NeuCeno (cenobamate) for the treatment of partial - onset seizures in adult patients.16 Sept 2026
- Press Release16 Sept 2026
- Please find attached herewith intimation for appointment of Dr. Shubhadeep Sinha as Senior Management Personnel of the Company.15 Sept 2026
- Appointment15 Sept 2026
- Alkem Laboratories Limited launches Renocia ExoTM, India''s first patented Ginsenoside Exosome - based hair growth serum8 Sept 2026
- Press Release8 Sept 2026
- Please find attached herewith Scrutinizer Report for 52nd Annual General Meeting of the Company.27 Aug 2026
- Please find attached herewith Outcome of the 52nd Annual General Meeting of the Company and disclosure of voting results thereat.27 Aug 2026
- Shareholders meeting27 Aug 2026
- The Exchange has received the disclosure under Regulation 29(1) of SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011 for HDFC Mutual Fund26 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates20 Aug 2026
- Please find attached herewith Q1 FY27- Earnings Call Transcript.20 Aug 2026
- Shareholders meeting17 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates14 Aug 2026
- Trading Window14 Aug 2026
- General Updates14 Aug 2026
The 25 most recent of 383 filings we hold for ALKEM, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Broadcast calls are reproduced as stated on air, attributed, with the analyst's SEBI registration status where given; they are not our calls and not our view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.