Chalo, numbers ko thoda aur detail mein dekhte hain. Is quarter mein Alkem Labs ka revenue 10.7% badha, jo ki ₹3,736.8 Crore hai. International sales ne toh kamaal kar diya, 26.6% jump dikhaya! Domestic sales 5.5% badhi. Profit 1.6% grow hokar ₹636 Crore tak pahuncha. Ye profit growth thodi slow isliye lagi kyunki ek exceptional item tha, ₹52.8 Crore ka, jo labour codes se related tha.
Ab baat karte hain sabse bade dhamake ki - MedTech mein entry! Alkem ne Swiss company Occlutech mein 55% stake khareeda hai, jiske liye around ₹1,074 Crore kharch kiye hain. Yeh company heart ke minimally invasive devices banati hai. Europe mein ye dusre number par hai aur duniya mein teesre number par. Indian MedTech market future mein bahut bada hone wala hai, $50 billion tak pahunch sakta hai 2030 tak. Occlutech already profitable hai aur iska gross margin 73% hai. Management ko umeed hai ki ye company 3-5 saal mein ₹1,000 Crore ka revenue de sakti hai. US mein inka PFO product June 2027 tak aa sakta hai.
Company ka EBITDA bhi 9% badh kar ₹828 Crore raha, aur margin 22.2% tha. R&D par 3.7% kharch kiya. Domestic business mein bhi growth target achha hai.
Par bhai, ek tension wali baat bhi hai. Amgen ne Alkem par litigation daal di hai unke Denosumab biosimilar ke liye. Is wajah se US mein is product ka launch 2026 ke baad delay ho sakta hai. Yeh ek important growth driver tha, toh iska impact dekhna padega.
Agar competitors ki baat karein, toh Sun Pharma aur Dr. Reddy's jaise players bhi acha perform kar rahe hain. Lekin Alkem ka MedTech mein yeh strategical move usko future mein kaafi strong bana sakta hai.