Alkem Laboratories Ltd (BOM:539523)
₹ 5501.35 -117.95 (-2.1%) Market Cap: 658.01 Bil Enterprise Value: 629.50 Bil PE Ratio: 32.04 PB Ratio: 6.38 GF Score: 98/100
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Q4 2024 Alkem Laboratories Ltd Earnings Call Transcript

May 29, 2024 / 11:30AM GMT
Release Date Price: ₹5265.1 (-0.93%)

Key Points

Positve
  • Alkem Laboratories Ltd (BOM:539523) registered a net profit before tax of more than INR2,000 crore for the first time.
  • The international business crossed the revenue of INR4,000 crore in FY24.
  • The company generated approximately INR1,400 crores in cash, reinforcing a substantial net cash position of around INR3,550 crores.
  • The US business reported double-digit growth of more than 10% for the year.
  • The EBITDA margin improved by 150 basis points YoY in Q4 FY24, moving from 12.2% to 13.7%.
Negative
  • The anti-infective market saw sluggish growth, impacting the company's performance in this segment.
  • The net profit after tax for Q4 was impacted by the derecognition of deferred tax of INR120 crores.
  • The India business experienced a decline year-on-year in Q4, attributed to high base effects and seasonality.
  • The company faced supply chain issues in the US, leading to service level penalties amounting to INR120 crores for the year.
  • The CapEx for FY25 is expected to be between INR600 crores to INR700 crores, which includes significant investments in new facilities.
Operator

Ladies and gentlemen, good day, and welcome to Q4 FY24 earnings conference call of Alkem Laboratories Limited hosted by Motilal Oswal Financial Services. (Operator Instructions)

Please note that this conference is being recorded.

I now hand the conference over to Mr. Tushar Manudhane from Motilal Oswal Financial Services. Thank you and over to you.

Tushar Manudhane
Motilal Oswal Financial Services Ltd. - Investor Relations

Thanks, Rigishri. Good evening and a warm welcome for 4Q FY22 earnings call for Alkem Laboratories. From the management side, we have Dr. Vikas Gupta, CEO; and Mr. Nitin Agrawal, CFO. Over to you, sir, for the opening remarks.

Purvi Shah
Alkem Laboratories Ltd - Investor Relations

Thanks, Tushar. So good evening, everyone. Thank you for joining us for today's Alkem Laboratories Q4 and FY24 earning call. So to discuss the business performance and outlook going forward, we have with us on the call the senior management represented by Dr. Vikas Gupta, CEO; and Mr. Nitin Agarwal,

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