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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
23 announcements match the current filters (relevance ≥ 5).
Alivus Life Sciences Q3 FY26: EBITDA Margins Surge to 36.4% Amid Strong CDMO Recovery
Alivus Life Sciences reported a robust Q3 FY26 with revenue growing 14.4% QoQ to ₹6,729 million, primarily driven by a 100% QoQ turnaround in the CDMO segment. EBITDA margins expanded significantly to 36.4%, up 510 bps YoY, due to a better product mix and operational efficiencies. The company generated ₹2,207 million in free cash flow during 9MFY26, maintaining a strong cash position of ₹7,330 million. Management is executing an aggressive expansion strategy, aiming to nearly double reactor capacity to 2,690 KL by FY28.
Key Highlights
Q3 FY26 revenue stood at ₹6,729 million, up 14.4% QoQ and 4.8% YoY.
CDMO business revenue grew 100% QoQ and 85.3% YoY, driven by new project contributions.
EBITDA margins reached 36.4%, a substantial improvement of 510 bps over the previous year.
Non-GPL business grew 16.1% YoY in 9MFY26, now contributing 70% of total revenue.
Planned capacity expansion to 2,690 KL by FY28 from current 1,424 KL to support future growth.
👀 What to Watch
The sharp recovery in CDMO and significant margin expansion are highly positive signals for profitability. Investors should monitor the execution of the Solapur greenfield project and the continued growth of the non-GPL business as key long-term value drivers.
Alivus Life Sciences Reports Record Q3 Revenue of Rs 6,729 Mn and 36.4% EBITDA Margin
Alivus Life Sciences achieved its highest-ever quarterly revenue of Rs 6,729 million in Q3FY26, representing a 14.4% sequential growth. The company reported record EBITDA margins of 36.4%, driven by a recovery in the CDMO segment and a favorable product mix. Profit After Tax (PAT) grew by 15.5% QoQ to Rs 1,503 million, while the company remains net debt-free with cash reserves of Rs 7,330 million. Management expects to sustain this growth momentum through new product launches and expansion into complex chemistry.
Key Highlights
Record quarterly revenue of Rs 6,729 Mn, up 14.4% QoQ and 4.8% YoY.
Highest ever EBITDA margin of 36.4%, expanding by 510 bps YoY and 340 bps QoQ.
9MFY26 PAT increased by 16.9% YoY to Rs 4,019 Mn with a healthy 21.6% margin.
Strong liquidity position with Rs 7,330 Mn in cash and free cash flow generation of Rs 2,207 Mn.
Expansion updates include 465 KL capacity addition at Solapur and a new R&D center land acquisition in Taloja.
👀 What to Watch
Investors should view the record margins and CDMO recovery as strong bullish signals for the company's operational efficiency. The debt-free balance sheet and ongoing capacity expansion provide a solid foundation for long-term growth in the high-value API space.
Alivus Life Sciences Q3 Net Profit Rises 9.7% YoY to ₹150.26 Cr; Revenue up 4.8%
Alivus Life Sciences reported a steady performance for Q3 FY26, with revenue from operations growing 4.8% YoY to ₹672.89 crore. Net profit increased by 9.7% YoY to ₹150.26 crore, despite a one-time exceptional charge of ₹25.66 crore due to the implementation of new statutory labour codes. On a sequential basis, the company showed strong recovery with revenue and PAT growing by 14.4% and 15.5% respectively compared to Q2 FY26. The core API business remains the sole driver of growth, maintaining healthy margins.
Key Highlights
Revenue from operations grew 14.4% QoQ to ₹6,728.89 million.
Net profit stood at ₹1,502.61 million, up from ₹1,369.60 million in the same quarter last year.
Reported an exceptional item of ₹256.57 million for statutory impacts of new labour codes (gratuity and absences).
Basic EPS improved to ₹12.25 from ₹11.18 YoY.
Total income for the nine-month period reached ₹19,003.48 million compared to ₹17,618.21 million last year.
👀 What to Watch
The company shows resilient growth and strong sequential recovery in its core API business. Investors should maintain a positive outlook as the operational performance remains robust despite the one-time regulatory-driven cost adjustment.
