ALIVUS LIFE SCIENCES LTD

Alivus Life Sciences Limited held its Q1 FY '27 earnings call on July 31, 2026, where management reported a revenue of INR 640 crores, reflecting a 6.4% year-on-year growth. The non-GPL business showed strong growth of 26.5%, driven by new product launches and demand across markets, while the GPL business experienced a significant decline of 52.6% year-on-year due to inventory rationalization. Management noted that the GPL business typically performs better in the second half of the fiscal year. Gross margins improved to 60.2%, up 510 basis points year-on-year, and EBITDA margins rose to 36.6%, an increase of 650 basis points. The company guided for revenue growth of 10% to 12% for FY '27, with a focus on maintaining EBITDA margins between 30% and 32%. Management highlighted ongoing capital expenditures and a robust product pipeline, with 617 DMF and CEP filings globally as of June 30, 2026.

Management emphasized healthy revenue growth and improving profitability.