Alembic Pharma ne Q4 FY26 mein kamaal kar diya, consolidated net profit 29% badh kar ₹202 crore ho gaya! Revenue bhi 4.4% upar gaya ₹1,848 crore tak. Investors ke liye ye ek aachi khabar thi.
Lekin, jahan profit bada, wahi company ki operating profitability mein thodi dikkat dikhi. EBITDA 16.2% gir kar ₹228 crore raha, aur margin 12.3% par aa gaya, jo pichle saal issi quarter mein 15.4% tha. Iska matlab hai ki expenses revenue se zyada tezi se badh rahe hain.
Is revenue growth mein US formulations ka bada role hai, jo 11% badh kar ₹564 crore ho gaya. Domestic branded business ne bhi ₹568 crore ka contribution diya.
Sabse bada aur interesting play yeh hai ki Alembic Pharma ab US ke branded market mein entry maar raha hai. Unhone 'Pivya' naam ka ek antibiotic launch kiya hai, jo urinary tract infections ke liye hai. Ye US market 2035 tak USD 4.1 billion tak ja sakta hai, aur company issi high-value segment mein apna future bana rahi hai.
Is news ke baad stock reaction thoda negative raha, share price 0.55% gir kar ₹782.10 par band hua. Par market analysts abhi bhi is stock par bullish hain. Unka consensus 'Buy' rating hai aur average target price ₹940-₹970 tak ka hai. Unko lagta hai ki US branded segment mein company ka successful growth future mein badi value create kar sakta hai.