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Alkem Laboratories
Alkem Laboratories (ALKEM) investor relations material
Alkem Laboratories Investor Day Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day Presentation summary18 Feb, 2026
Strategic direction and market opportunity
Expansion into MedTech aligns with sector growth, targeting a $680B global market projected to reach $870B by 2030, with India’s market expected to nearly double by 2030.
Focus on high-growth, high-margin segments: orthopedics (knee and hip implants) and cardiovascular devices, leveraging innovation and cost-competitive manufacturing.
Government policies and rising insurance penetration in India support sector growth and localization, reducing import dependency.
Emphasis on recurring revenue through strong customer loyalty and a consolidated industry structure.
Business development and execution
Hybrid approach in orthopedics: organic growth via tech transfer and asset acquisition, with state-of-the-art manufacturing and a five-year vision to reach 250,000+ implants and 10% market share in India.
Cardiovascular entry driven by acquisition and portfolio expansion, targeting structural heart and closure devices, with a focus on global market access.
Acquisition of a 51-55% stake in Occlutech Holding AG for €180.7M, funded by internal accruals, expected to close by June 2026.
Occlutech brings a strong global presence, robust R&D, and a complete portfolio of minimally invasive cardiac devices, with 200,000+ implants sold and 14% CAGR (2021-25).
Financial guidance and future outlook
Acquisition expected to enhance global reach, operational excellence, and product innovation, leveraging synergies for value creation.
High EBITDA margins anticipated for scaled Indian players operating globally, with continuous management initiatives to optimize the business model.
Regulatory approvals for new products (knee, hip, and cardiac devices) targeted between Q4 FY27 and Q4 FY28, supporting international expansion.
Commitment to building a comprehensive, high-quality MedTech portfolio and a strong ecosystem through vertical integration and skill development.
Occlutech's path to grow US market share from 2%
Ortho vs. Cardio: How do growth strategies differ?
Implications of Ortho CE/CIS approval timelines
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Next Alkem Laboratories earnings date
Q4 25/2626 May, 2026
Alkem Laboratories
Next Alkem Laboratories earnings date
Q4 25/2626 May, 2026
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Frequently asked questions
Alkem Laboratories Limited is a pharmaceutical company engaged in the development, manufacturing, and marketing of generic and branded medicines. The company’s product portfolio spans multiple therapeutic areas, including anti-infectives, gastroenterology, cardiology, neurology, and pain management. It operates a network of research and manufacturing facilities to supply domestic and international markets. The company is headquartered in Mumbai, India, and its shares are listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE).
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