Alivus Life Sciences Limited Q3 FY26 earnings call summary

Earnings call of 22 Jan 2026, summarised by AI from the filing.

EBITDA margin guided 30%-32% going forward, higher than earlier 28%-30%, on efficiencies and new launches.

Key takeaways

1. Margin guidance EBITDA margin guided 30%-32% going forward, higher than earlier 28%-30%, on efficiencies and new launches.
2. CAPEX change FY26 CAPEX guidance lowered to around ₹450 cr from ₹600 cr; ₹150 cr deferred to FY27.
3. CDMO recovery CDMO revenue grew 100% QoQ and 85.3% YoY on Projects 4 and 5 ramp-up.
4. Geopolitical risk Geopolitical environment extremely fragile; global business could be impacted somewhere.

Original filing on BSE

Alivus Life Sciences Limited Q1 FY27 results

As filed: Revenue ₹640 cr (+6% year on year), EBITDA ₹212 cr (+23% year on year), PAT ₹160 cr (+31% year on year), EBITDA margin 33.1% (+449 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹689 cr (+6% year on year), EBITDA ₹215 cr (+8% year on year), PAT ₹163 cr (+15% year on year), EBITDA margin 31.1% (+67 bps). Score 48 of 100, In line with trend. EBITDA margin rose 67 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −1.7% in 29 days (Nifty 500: −0.1%).
• Q3 FY26: Revenue ₹673 cr (+5% year on year), EBITDA ₹231 cr (+22% year on year), PAT ₹150 cr (+21% year on year), EBITDA margin 34.4% (+477 bps). Score 59 of 100, In line with trend. EBITDA margin rose 477 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +11.1% in 29 days (Nifty 500: +2.5%).
• Q2 FY26: Revenue ₹588 cr, EBITDA ₹178 cr, PAT ₹130 cr, EBITDA margin 30.3%. Not scored. No result for the same quarter last year. Share price after the results: −0.8% in 29 days (Nifty 500: +1.4%).
• Q1 FY26: Revenue ₹602 cr, EBITDA ₹172 cr, PAT ₹122 cr, EBITDA margin 28.6%. Not scored. No result for the same quarter last year. Share price after the results: −5.6% in 28 days (Nifty 500: −0.9%).
• Q4 FY25: Revenue ₹650 cr, EBITDA ₹198 cr, PAT ₹142 cr, EBITDA margin 30.5%. Not scored. No result for the same quarter last year. Share price after the results: −15.9% in 29 days (Nifty 500: +0.5%).
• Q3 FY25: Revenue ₹642 cr, EBITDA ₹190 cr, PAT ₹137 cr, EBITDA margin 29.6%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Alivus Life Sciences Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (31 Jul 2026), Results deck (30 Jul 2026), Results press release (30 Jul 2026)
• Q4 FY26: Earnings call (15 May 2026), Results deck (14 May 2026), Results press release (14 May 2026)
• Q3 FY26: Earnings call (22 Jan 2026), Results deck (22 Jan 2026), Results press release (22 Jan 2026)
• Q2 FY26: Earnings call (7 Nov 2025), Results deck (6 Nov 2025)
• Q1 FY26: Earnings call (2 Aug 2025), Results deck (1 Aug 2025)
• Q4 FY25: Earnings call (16 May 2025), Results deck (15 May 2025), Results press release (15 May 2025)