Key Financial Results - Consolidated (Q2 FY27)

Income Statement Highlights (₹ in million)

  • Revenue from Operations: ₹45,519.9 for Q2 FY27 (13.8% YoY growth from ₹40,009.9 in Q2 FY26)
  • Other Income: ₹1,342.1 for Q2 FY27
  • Total Income: ₹46,862.0 for Q2 FY27
  • Cost of Materials Consumed: ₹10,830.3 for Q2 FY27
  • Employee Benefits Expense: ₹8,965.2 for Q2 FY27
  • Finance Costs: ₹576.7 for Q2 FY27
  • Depreciation and Amortization: ₹1,370.8 for Q2 FY27
  • Other Expenses: ₹11,355.3 for Q2 FY27
  • Profit Before Exceptional Items and Tax: ₹9,646.5 for Q2 FY27 (7.7% YoY growth from ₹8,958.3)
  • Exceptional Items: ₹350.0 recovery against impaired investment
  • Profit Before Tax: ₹9,996.5 for Q2 FY27
  • Tax Expense: ₹5,824.1 for Q2 FY27
  • Share in Loss of Associate: ₹(6.1) million for Q2 FY27
  • Profit for Period: ₹6,671.3 for Q2 FY27
  • Other Comprehensive Income: ₹(115.9) million for Q2 FY27
  • Total Comprehensive Income: ₹6,555.4 for Q2 FY27

Earnings Per Share

  • Basic EPS: ₹56.48 for Q2 FY27 (face value ₹2 each)
  • Diluted EPS: ₹56.48 for Q2 FY27

Key Financial Results - Half Year Consolidated (H1 FY27)

  • Revenue from Operations: ₹82,921.4 for H1 FY27 (12.5% YoY growth)
  • Profit Before Exceptional Items and Tax: ₹17,366.4 for H1 FY27
  • Profit for Period: ₹11,881.1 for H1 FY27
  • Total Comprehensive Income: ₹11,794.0 for H1 FY27

Segment Performance (Q2 FY27)

  • Pharmaceuticals: Revenue ₹43,479.2 million, Segment Result ₹10,518.8 million
  • Biotech: Revenue ₹1,297.9 million, Segment Result ₹(1,141.4) million
  • MedTech: Revenue ₹1,331.4 million, Segment Result ₹(496.3) million
  • Inter-segment Revenue Elimination: ₹(588.6) million

Major Acquisition

During the quarter ended 30 September 2026, Alkem Medtech Private Limited (wholly owned subsidiary) completed acquisition of 55% equity stake in Occlutech Holding AG for EUR 97.8 million (approximately ₹10,797.6 million). The acquisition was completed on 16 July 2026 comprising cash consideration of ₹8,778.3 million and deferred consideration of ₹2,019.3 million. This resulted in recognition of goodwill of ₹7,036.0 million.

Tax Regime Change

The company opted for new tax regime (Section 115BAA of Income-tax Act, 1961) from financial year 2026-27, resulting in tax expense recognition based on enacted tax rates under new regime.

Auditor's Review

Deloitte Haskins & Sells LLP issued unmodified review report on both standalone and consolidated financial results. The review covered financial results including 46 subsidiaries and 1 associate.

Operational Highlights from Press Release

  • India Sales: ₹30,275 million (9.5% YoY growth)
  • International Sales: ₹14,540 million (22.3% YoY growth)
  • US Sales: ₹7,830 million (2.4% YoY growth)
  • Non-US Sales: ₹6,710 million (58% YoY growth)
  • EBITDA: ₹10,252 million (EBITDA margin 22.5%)
  • R&D Expenses: ₹1,953 million (4.3% of revenue)
  • Net Cash: ₹49,054 million as of 30 September 2026

Regulatory Status of Facilities

  • Baddi Facility: Received OAI in August 2026, response submitted, remediation in progress
  • Daman Facility: EIR received in June 2026
  • Mandva API Plant: Successful US FDA inspection with zero observations in October 2026
  • Ankleshwar API: EIR received in July 2023
  • California API: EIR received in October 2025

Management Commentary

Mr. Sandeep Singh, MD stated: "Our Q2FY27 performance reflects continued momentum in the India business, supported by focused execution across our acute and chronic portfolios. The international business delivered steady progress despite continued pricing pressure in the US..."

Conference Call

Company hosted conference call on November 12, 2026 at 4:30 pm IST to discuss results with investors and analysts.