Alkem Laboratories’ stock jumped over 6% after the pharma major delivered an impressive set of numbers for the quarter ended June 30, 2025, driven by robust domestic and international performance. As of 1:46 PM, the shares were trading 6.04% higher at Rs 5,137.00.
The company’s consolidated net profit rose 21.45% year-on-year to ₹668 crore, compared to ₹550 crore in the same period last year. Revenue climbed 11.2% to ₹3,371 crore from ₹3,031.8 crore, while EBITDA grew 21.35% to ₹739 crore, up from ₹609 crore a year ago. Margins also improved to 21.9%, against 20% in the previous year, reflecting operational efficiency.
Domestic market
The domestic formulations business remained Alkem’s biggest revenue contributor, generating ₹2,265 crore in sales — a 12% YoY increase and accounting for 68.3% of the company’s total revenue. As per IQVIA (SSA) data, Alkem outperformed the Indian Pharmaceutical Market (IPM) in seven key therapies — Gastrointestinal, Vitamins/Minerals/Nutrients, Pain Management, Anti-Diabetics, Neuro/CNS, Respiratory, and Dermatology — growing at 1.1x to 2.3x the market rate.
International market
International sales rose 8.9% YoY to ₹1,053.9 crore. The US business, which contributes 21% to total sales, clocked ₹698.2 crore, up 8.8% from last year. Non-US international markets brought in ₹355.6 crore, marking a 9.1% increase and contributing 10.7% to total revenue.
In the US market, Alkem made significant strides, including filing its first Biologics License Application (BLA), securing five Abbreviated New Drug Application (ANDA) approvals (two tentative), and launching three new products during the quarter.
As of June 30, 2025, the company had filed 185 ANDAs, two New Drug Applications (NDAs), and one BLA with the USFDA, with approvals for 160 ANDAs (including 15 tentative) and both NDAs.
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