Q2 2025 Alembic Pharmaceuticals Ltd Earnings Call Transcript
Key Points
- Total revenue grew by 3% to INR1,648 crore for the quarter.
- EBITDA increased by 18% to INR257 crore, representing 15.6% of sales.
- Net profit rose by 12% to INR153 crore, with EPS improving to INR7.79 per share.
- The India branded business saw a 6% growth, with strong performance in specialty therapies like cardiology and anti-diabetic segments.
- The US business experienced a 25% growth in volumes, with successful FDA inspections and plans to launch 10 new products in H2.
- Gross borrowings increased to INR995 crore from INR784 crore in the previous year.
- The API business declined by 15% due to price erosion and loss of key accounts.
- The domestic specialty segment experienced slower growth than anticipated.
- The company faced supply constraints in the first half, impacting inventory levels and debt.
- Continued price erosion in the US market, with expectations of high single to low double-digit declines.
Ladies and gentlemen, good day, and welcome to Q2 FY25 only conference call of Alembic Pharmaceuticals Limited. We have with us today, Mr Pranav Amin, Managing director; Mr. R.K. Baheti, Director, Finance and CFO; Mr. Nilesh Wadhwa, Head-International Business & Strategy. Mr. Ajay Kumar Desai, Senior VP Finance.
As a reminder, this conference call is only for analysts and institutional investors. (Operator Instructions) Please note that this conference call is being recorded. I now hand the conference over to Mr. Pranav Amin. Thank you and over to you, sir.
Thank you. Good evening, everyone. Mr Baheti here with me who's got a sore throat. So, I'll just read out his part. Thank you all for joining the second quarter results conference call. I'm sure you'll receive the results by now. However, let me briefly take you through some of the numbers for the quarter ended September 24 during the quarter total revenue grew 3% to INR1,648 crore EBITDA is at INR257 crore which is
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