Alembic Pharma Q3 2022 Concall Highlights

  • Revenues for the quarter stood at ₹1272 Cr (3% decline YoY). EBITDA for the quarter was ₹269 Cr (33% decline YoY). EBITDA margin was at 21% for the quarter. PAT stood at 176 Cr (40% decline YoY).
  • They believe the price erosion in the US business has normalized and they can grow with new launches from here on. They have a couple of first-to-file launches coming up in FY23.
  • R&D expenditure for the quarter was at ₹154 Cr which is about 12% of sales. They have filed 6 ANDAs during the quarter.
  • They received 4 approvals during the quarter including 2 tentative approvals. They launched 6 products in Q3 and plan to launch 5 more in Q4 of FY22.
  • FDA inspection of their injectables facility took place during the quarter and they received observations which they have responded to.
  • The US generics business declined by 23% during the quarter to ₹393 Cr. The ex-USA generics business grew by 13% to ₹193 Cr.
  • The API business declined by 7% to ₹198 Cr. API had a high base last year due to the COVID related Azithromycin.
  • India Branded Generics business posted revenues of ₹488 Cr (17% growth YoY). This does not include any COVID related products. 
  • The Animal Health business continues to grow very well and posted a growth of 24% in YoY on a high base of last year.
  • Management believes the worst of the price erosion is behind them. If there is further erosion from here on, it will be in the low single digits. That can be made up for with increase in market share and new product launches.
  • For the India business, they expect to grow at least 5-6 percentage points over the overall market growth rate. Operational efficiencies and high growth products in the portfolio are expected to drive this growth.
  • They have seen good growth in the anti-diabetic portfolio due to a couple of successful new launches.
  • On the oncology side, most of the future launches will be first-to-file (Para 4). They believe most of the Para 4 opportunities in the US are in the oncology segment.

86 thoughts on “Alembic Pharma Q3 2022 Concall Highlights”

  1. Davidemeno

    The Real Person!

    Author Davidemeno acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Davidemeno acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    acheter kamagra site fiable: kamagra gel – Achetez vos kamagra medicaments

  2. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    kamagra en ligne: Kamagra Oral Jelly pas cher – kamagra pas cher

  3. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Achat Cialis en ligne fiable: Tadalafil sans ordonnance en ligne – cialis sans ordonnance tadalmed.shop

  4. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pharmacie en ligne avec ordonnance: Pharmacie en ligne France – pharmacie en ligne pharmafst.com

  5. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Cialis en ligne: Tadalafil 20 mg prix sans ordonnance – cialis generique tadalmed.shop

  6. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pharmacie en ligne france fiable: Livraison rapide – pharmacie en ligne pharmafst.com

  7. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    achat kamagra: kamagra pas cher – achat kamagra

  8. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Cialis sans ordonnance 24h: Tadalafil 20 mg prix sans ordonnance – Acheter Cialis tadalmed.shop

  9. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Tadalafil 20 mg prix en pharmacie: Tadalafil 20 mg prix en pharmacie – Cialis generique prix tadalmed.shop

  10. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Cialis sans ordonnance pas cher: Cialis en ligne – Achat Cialis en ligne fiable tadalmed.shop

  11. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    achat kamagra: Kamagra Commander maintenant – kamagra oral jelly

  12. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pharmacies en ligne certifiГ©es: Livraison rapide – pharmacie en ligne france pas cher pharmafst.com

  13. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    cialis generique: Cialis sans ordonnance 24h – Cialis sans ordonnance 24h tadalmed.shop

  14. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Tadalafil 20 mg prix en pharmacie: Tadalafil achat en ligne – Acheter Viagra Cialis sans ordonnance tadalmed.shop

  15. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    trouver un mГ©dicament en pharmacie: Pharmacie en ligne France – Pharmacie Internationale en ligne pharmafst.com

  16. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Cialis en ligne: Acheter Cialis – Tadalafil 20 mg prix en pharmacie tadalmed.shop

  17. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Kamagra Oral Jelly pas cher: achat kamagra – kamagra livraison 24h

  18. Bernardgauch

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Bernardgauch acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Tadalafil achat en ligne: cialis generique – Achat Cialis en ligne fiable tadalmed.shop

  19. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Medicine From India: indian pharmacy – indian pharmacy

  20. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Rx Express Mexico: mexico pharmacies prescription drugs – RxExpressMexico

  21. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Rx Express Mexico: RxExpressMexico – Rx Express Mexico

  22. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    best canadian pharmacy to order from: Generic drugs from Canada – legitimate canadian pharmacy

  23. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Rx Express Mexico: mexican mail order pharmacies – mexico pharmacy order online

  24. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    reputable indian online pharmacy: medicine courier from India to USA – Medicine From India

  25. Stevennen

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Stevennen acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    onlinecanadianpharmacy 24: Canadian pharmacy shipping to USA – canadian pharmacies compare

  26. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    вавада официальный сайт: вавада – вавада казино

  27. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pin up: pin up azerbaycan – pin-up

  28. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    вавада официальный сайт: вавада зеркало – vavada вход

  29. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    vavada casino: вавада официальный сайт – vavada

  30. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pinup az: pin up az – pin up casino

  31. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pinup az: pin up az – pin up az

  32. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    вавада официальный сайт: vavada вход – вавада зеркало

  33. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pin up casino: pin up casino – pin-up casino giris

  34. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    vavada casino: вавада официальный сайт – вавада зеркало

  35. Brianhig

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Brianhig acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    pin up casino: pin up azerbaycan – pin up

  36. HectorOmibe

    The Real Person!

    Author HectorOmibe acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author HectorOmibe acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    https://pinupaz.top/# pinup az

  37. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    best price for Viagra: generic sildenafil 100mg – cheap Viagra online

  38. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    Viagra without prescription: buy generic Viagra online – fast Viagra delivery

  39. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    online Cialis pharmacy: order Cialis online no prescription – buy generic Cialis online

  40. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    discreet shipping: discreet shipping – order Viagra discreetly

  41. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    best price for Viagra: Viagra without prescription – same-day Viagra shipping

  42. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    modafinil pharmacy: doctor-reviewed advice – buy modafinil online

  43. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    reliable online pharmacy Cialis: best price Cialis tablets – discreet shipping ED pills

  44. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    fast Viagra delivery: order Viagra discreetly – cheap Viagra online

  45. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    modafinil legality: doctor-reviewed advice – legal Modafinil purchase

  46. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    FDA approved generic Cialis: secure checkout ED drugs – cheap Cialis online

  47. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    cheap Viagra online: cheap Viagra online – legit Viagra online

  48. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    generic sildenafil 100mg: same-day Viagra shipping – cheap Viagra online

  49. AlbertoWem

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author AlbertoWem acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    online Cialis pharmacy: generic tadalafil – FDA approved generic Cialis

  50. Judsonminly

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    buy cheap amoxicillin: Amo Health Care – where to get amoxicillin over the counter

  51. Judsonminly

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    where to buy prednisone 20mg no prescription: PredniHealth – PredniHealth

  52. Judsonminly

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    PredniHealth: PredniHealth – prednisone 30 mg

  53. Judsonminly

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    amoxicillin cephalexin: buy amoxicillin online mexico – amoxicillin online without prescription

  54. Judsonminly

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    The Real Person!

    Author Judsonminly acts as a real person and verified as not a bot.
    Passed all tests against spam bots. Anti-Spam by CleanTalk.

    amoxacillian without a percription: where can i get amoxicillin 500 mg – where to buy amoxicillin

Leave a Comment

Your email address will not be published. Required fields are marked *