Key takeaway: Alivus Life Sciences Limited's investor presentation for Q1 FY27 reported a positive start to the fiscal year, highlighting resilience in its business model and strong execution, particularly in the non-GPL segment, which grew 27.6% QoQ and 26.5% YoY. Management noted that the GPL business faced a significant decline but anticipated it would remain flattish for the year. The company set a goal of achieving revenue growth of 10% to 12% for FY27 while maintaining EBITDA margins in the range of 30% to 32%. Financial highlights included revenue of ₹6,404 million, EBITDA of ₹2,341 million, and PAT of ₹1,601 million, with gross margins improving to 60.2%. The presentation also emphasized ongoing investments in capacity expansion and pipeline development to support future growth.

Key takeaway: Alivus Life Sciences Limited held its Q4 FY26 earnings conference call on May 15, 2026, where management highlighted significant milestones achieved since the transition to Nirma as the promoter. Dr. Yasir Rawjee, MD and CEO, noted a strengthened business foundation and increased diversification, with the non-GPL segment's contribution rising from 59% in FY22 to 71% in FY26. The company reported a revenue of INR 2,552 crores for FY26, a 6.9% year-on-year growth, and an EBITDA margin of 33.6%, the highest in its history. Management acknowledged challenges such as supply chain disruptions and elevated costs but emphasized improved profitability and cash flow. The company plans to continue investing in growth opportunities, with a robust pipeline of products and ongoing capital expenditures. CFO Tushar Mistry provided detailed financial insights, including a 6.1% year-on-year revenue growth for Q4 FY26 and a net gain of INR 31 crores from foreign exchange. The call concluded with a Q&A session addressing various operational and financial queries.

Key takeaway: Alivus Life Sciences Limited, in its investor presentation for Q4 and FY26, reported a revenue growth of 6.9% year-on-year, reaching ₹25,518 million for the fiscal year. The non-GPL business grew by 13%, contributing 71% to overall revenues, while the GPL business saw a decline of 4.9%. EBITDA increased by 19.6%, with margins improving to 33.6% for FY26. The company generated a free cash flow of ₹2,590 million, resulting in cash and cash equivalents of ₹7,824 million as of March 31, 2026. Management highlighted a successful turnaround in the CDMO business, achieving 18% growth in the second half of the year. The presentation also outlined strategic growth initiatives, including capacity expansion and investments in R&D to enhance product offerings and operational efficiencies.